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How to Build a Customer Journey Map with Microsoft Dynamics

by emfluence Marketing Platform - Want to send highly targeted (and better performing) marketing campaigns? Start by mapping your customer journey. The customer journey is broadly defined as the steps a potential buyer could take …

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How to Set up a Dynamics 365 integration with SharePoint

by Connecting Software - If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native …

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Send Dynamics 365 Emails from Power Automate

by ACE Micro, LLC - Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some …

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Dynamic Values for Custom Entities in Email Templates

by Rockton Software - Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just …

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Create an SSRS report for Dynamics 365 – Part 1

by Aha Apps - Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being …

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Word Document Templates that use FetchXML for Complex Data Retrieval

by Rockton Software - Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. …

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Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways

by Uma Kaliaperumal, Crowe - Dynamics 365 workflows involve a series of steps and rules that automate a business process or task. Actions in Dynamics 365 are a type of process. Actions open a range of …

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Dynamic Values for Email Templates - Part 2

by Rockton Software - As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the …

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Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts

by ClickDimensions - One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be …

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Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success

by Synoptek - In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the …

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