Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases when […]
Streamlined workflows and enhanced productivity are crucial in world of business of today. Dynamics 365, combined with Power Automate, offers a solution for automating processes, eliminating manual tasks, […]
Sending PowerPage invites in Dynamics 365 can be a time-consuming task, especially if you need to send a large number of invitations to different contacts. However, by using a […]
If you're like most D365 organizations, you use background workflows. Depending on the nature of your business, you likely have custom plugins embedded in many of those background […]
A requirement to integrate customer relationship management (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but […]
With Clone pro, users can set up what to clone including the cloning of related entities, like products, when cloning invoice. Now you can clone with Workflow! Consider the need […]
Microsoft Dynamics CRM comes with set of workflows to perform most of the basic processes businesses need. What happens when you wish to perform a workflow task that is not […]
I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it […]
Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way
Clone Pro- Clone Records with Workflow! (Recurring Cloning)
My First CRM 2011 Workflow