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Creating PDF Quotes in Dynamics 365

by ACE Microtechnology - 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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Integration Between Dynamics 365 and SharePoint

by AlphaBOLD - Microsoft has provided the best business solutions to organizational document sharing and team collaboration through the introduction of SharePoint. As the name suggests, it is a web-based document sharing system that provides exceptional security and the option of customization for its users. It has a built-in Office 365 integration that makes the entire model unique …

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On-Demand Microsoft Flow for Dynamics 365 and PowerApps

by ACE Microtechnology - 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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Overview of Case Management in Microsoft Dynamics 365 for Customer Service

by Ryan Plourde, Crowe - 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 consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company …

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Security Role Specific Dashboards in Microsoft Dynamics CRM 2013

by Thomas Ledbetter, Hitachi Solutions (formerly Customer Effective) - A common request of the 2011 version of CRM was the ability to create a dashboard for a group of users, but restrict access to that dashboard from the rest of the organization. An example would typically be an administrative dashboard, which would be very useful to have, but not ideal for standard users to …

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How to Track Emails Like a Pro with Dynamics 365

by Arctic IT - Email is the primary and preferred way to communicate for many people. Whether it is your internal team members, your "customers", or industry partners, most people communicated via email. The messages you exchanged often contain valuable information that you want to record in your CRM/xRM system. Fortunately, there are multiple options for tracking emails messages in your …

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Send Dynamics 365 Emails from Power Automate

by ACE Microtechnology - 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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Microsoft Dynamics 365 Portal – Strengths and Weaknesses Review

by Ryan Plourde, Crowe - What information do people ask you for over and over again? Setting up an online portal gives your audience (either employees, partners or customers) access to information they need, such as support cases, knowledge base articles, community forums, product guides and more. The core functionality of any CRM portal is to expose CRM data to …

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Managing Access to Activate/Deactivate Ribbon Buttons in Microsoft CRM 2011

by Scott Sewell, Customer Effective -   Click to watch video Full Screen Demonstration of Editing the ribbon using the CRM 2011 Ribbon Workbench to Remove the Account’s ‘activate/deactivate’ buttons from non-administrators.   Background: When an account or a contact isn’t currently engaged in business with your company, we might think of them as “inactive.” –  CRM offers a button on …

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Controlling Tabs and Sections with JScript in Microsoft Dynamics CRM 2011

by Scott Sewell, Customer Effective - The options for managing Microsoft Dynamics CRM forms dynamically has increased tremendously in CRM 2011 – we can now, more than ever, tailor the look of a form to the specific type of record displayed. Here are 2 functions I use to manage the form at runtime to show or hide sections or tabs based …

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