There are currently 207 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.

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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

Customer Today For News Feeds In Dynamics 365

For any organisation, building and maintaining relationships with other companies is a key component of it’s success. This can be with existing customers, or for a sales or business development team it’s important to understand a company to suggest and provide the best fit services or products. One free app available in Microsoft AppSource is … Continue reading Customer Today For News Feeds In Dynamics 365

Modifying The Quick Create Menu To Add & Remove Entities

The plus sign at the top right of Dynamics 365 CRM provides access to ‘quick create’ records. This can make it…. well…. quick to add new records with the minimum amount of fields and get on to your next task. It’s certainly a handy way of adding records in to your database. However, if it … Continue reading Modifying The Quick Create Menu To Add & Remove Entities

Creating Consistent Communication Using Portal Comments

Using the Microsoft Portal that comes with Dynamics 365 CRM just makes sense for any organisation with a customer service or support function. I see more and more companies moving away from a model where clients send emails and moving more towards a fully functioning self service portal. One aspect of the portals that can … Continue reading Creating Consistent Communication Using Portal Comments

Qualifying Leads Without Creating Opportunities

*UPDATE – 2020/05/12* This blog was written in 2018 and was a way to get around functionality that was standard, with no way to achieve the same thing out of the box. Since then, Microsoft has introduced new functionality that allows you to change the qualify lead experience. Reviewing System Settings, then the Sales tab … Continue reading Qualifying Leads Without Creating Opportunities

Displaying Icons In A Unified Interface App

I’ve written previously about updating icons on custom entities the right way, but that was just for using within Dynamics 365 CRM itself. Thanks to Antti Pajunen, fellow Dynamics CRM fan and blogger, I went down another path to find out how/why icons work when creating or editing a Unified Interface App (this is with D365 … Continue reading Displaying Icons In A Unified Interface App