There are currently 199 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, Marketing and of course, Forms Pro. More articles are scheduled and will go out over the next week or so.

  • Making The Most Of The Email Subject And Preview Text
  • Using Content Settings For Dynamic Social Profile Links
  • Display Survey Response Details On Case Record

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Internal Notifications Using A Temporary Team

I’ve written previously about a great solution from Bruce Sithole, and Using 365 Notify For Instant Notifications. That’s great for users to get push notifications that they set up, but what if you want to trigger an email notification to go to people on an ad hock basis. Let’s say on a case for example if … Continue reading Internal Notifications Using A Temporary Team

Dynamics 365 for Outlook – Version 9 – Installing & Using The App

*NOTE* If you have an older version of the Outlook Add-In already installed, scroll to the bottom of this post for an update. The Outlook Add-in for D365 is a pretty cool tool. It can make your life a lot easier if you work directly with clients and need your emails, appointments and tasks synced … Continue reading Dynamics 365 for Outlook – Version 9 – Installing & Using The App

Won Opportunity Notifications To Microsoft Teams

Along with Dynamics 365, a license provides access to several other Microsoft tools, including Microsoft Flow. If your organisation also uses Microsoft Teams you can use the power of all three applications to post notifications of Won Opportunities in D365 to Teams using Flow. This is a great way to keep the entire company up … Continue reading Won Opportunity Notifications To Microsoft Teams

Populating The Appointment Location Automatically

I was recently asked if there was any way to populate the appointment location in CRM. If you are using Server-Side Synchronisation for Appointments, any created in CRM will be emailed out to the attendees, and update your calendar in Outlook. Makes sense you might want to location in there right?  So here is the … Continue reading Populating The Appointment Location Automatically

Removing HTML From Email Description – Record Creation Rules

If an email is sent to a specific address, such as support@meganvwalker.com, a Queue in CRM can be used in conjunction with a record creation rule to create a new case (find out more here). This is a huge time saver and a great way to automate your system for your customer services team. However, … Continue reading Removing HTML From Email Description – Record Creation Rules