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How to Setup 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 SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …

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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 time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" …

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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. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But …

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Create an SSRS report for Dynamics 365 – Part 1

by AhaApps - 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 in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process …

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The 11 Step Plan for CRM Success

by Preact CRM - Microsoft Dynamics UK Gold Partner - There are some statistics for CRM that give it a bad reputation: “70% of CRM initiatives fail to achieve their expected objectives” - source Cap Gemini Ernst & Young “90% of businesses can’t show a positive return on CRM” - source Meta Group “75% of CRM initiatives fail to substantially impact the customer experience” - source …

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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 like that you’ve created an email template. However, there are instances when you might want to add some Dynamic values based on the record. Inserting …

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On-Demand Microsoft Flow for Dynamics 365 and PowerApps

by ACE Micro, LLC - 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, and You". During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 …

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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 possibilities for composing business logic. Before Actions, the primary way to implement business processes was limited to plug-ins or custom workflow activities. Let’s look at …

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Hide / Display Text in CRM “Word Templates”

by Dynamics Objects - Hide / Display text in CRM “Word Templates” Microsoft introduced the CRM Word Templates feature, in Dynamics CRM version 2016. Using Word Templates, users can insert fields from CRM records in a Word document. The feature stops here. With Dynamics PDF-Docs (click here to download trial version) users can, in one click, PDF the generated …

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Creating PDF Quotes in Dynamics 365

by ACE Micro, LLC - Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of …

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