There are currently 254 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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Configurable Cascading – Prevent Auto Reassign Of Records

Hands up if you have ever reassigned a case to a user and had all related activities be reassigned along with it? Or, worse, reassigned an Account and had all related cases be reassigned too? If you haven’t, phew! It’s very frustrating and a PITA to unpick and sort through to fix. If you have, … Continue reading Configurable Cascading – Prevent Auto Reassign Of Records

Top 10 Blog Posts – My Year In Review

Just over a 12 months ago I decided to start this blog. I’ve had them on and off for over a decade writing about different subjects but always enjoyed the process and sharing knowledge, information and ideas with anyone that might stumble across one of the articles. Having created websites and taught others about social … Continue reading Top 10 Blog Posts – My Year In Review

Creating Dynamics 365 Reports With Multiple Entities

I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your search then … Continue reading Creating Dynamics 365 Reports With Multiple Entities

Presenting For the D365UG Virtual Summer Camp

I’m so excited! This coming Thursday I am a part of something really cool for any one using or interested in Dynamics 365. D365UG is an amazing group for users of Microsoft Dynamics 365. They have organised a FREE unique three day virtual event (from Tuesday 7th to Thursday 9th August 2018) with presenters from … Continue reading Presenting For the D365UG Virtual Summer Camp

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