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- 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 …
How to Build a Customer Journey Map with Microsoft Dynamics Read More »
- 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 …
How to Set up a Dynamics 365 integration with SharePoint Read More »
- 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 …
- 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 …
- Microsoft Dynamics 365 Customer Engagement can already present data to users in a few different ways, including: Forms which contain data relevant to the record Views can provide users with …
Dynamics 365 CRM: Card Forms in the Unified Interface Read More »
- 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. …
Word Document Templates that use FetchXML for Complex Data Retrieval Read More »
- 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 …
Dynamic Values for Custom Entities in Email Templates Read More »
- Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called "Triple Threat - Microsoft Flow, Dynamics 365, …
On-Demand Microsoft Flow for Dynamics 365 and PowerApps Read More »
- 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 …
Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways Read More »
- Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the …
Overview of Case Management in Microsoft Dynamics 365 for Customer Service Read More »
