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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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

Becoming A Microsoft Dynamics 365 CRM Consultant

How Do You Become A CRM Consultant? One of the things I have been asked quite a bit is how did I become a CRM Consultant. My degree is in Hotel and Catering Institutional Management… in fact, it’s not even a degree but something called a Higher National Diploma. It’s got NOTHING to do with … Continue reading Becoming A Microsoft Dynamics 365 CRM Consultant

Removing Default Lead to Opportunity Business Process Flows

Business Process Flows (BPF) are a great way to help D365 users navigate through a process in the system. They can be used to help progress an opportunity, follow up with an account, review and manage a case etc. A BPF can also help with user adoption and speed up training for new users. In … Continue reading Removing Default Lead to Opportunity Business Process Flows

Update The Status Of Unlinked Records Using Workflows

I couldn’t figure out a good title for this one, so let me explain what I mean. Let’s say you have an entity with a lookup field to link it to another entity. I’ll use the example of an Event record. Someone wants to register for the event, so you create an Even Registration record. … Continue reading Update The Status Of Unlinked Records Using Workflows

Tracking Your Company Event Planning Using D365 Checklists

I’m always impressed by anyone who can write their own app, and Daniel Hesketh and his team at MiiiA Pty Ltd have gone one better. Not only have they created D365 Tiles (which I blogged about here), but they have also created the equally awesome D365 Checklists (which you can find in AppSource here). Actually, that’s not … Continue reading Tracking Your Company Event Planning Using D365 Checklists

Too Many Issues To Count – Creating Reports In Visual Studio

For various reasons, I’ve had to install Visual Studio on a laptop several times over the past year or so. Maybe it’s just bad luck, but I have had issues each time, and each time I’ve been my only line of support to figure out how to resolve those issues. I thought it might be … Continue reading Too Many Issues To Count – Creating Reports In Visual Studio

Bringing People Together With Yammer & D365

What is Yammer you might be asking? It’s essentially a social network for your organisation. Yammer only allows users to connect if they have an email address with your companies domain (although you can grant access to others should you wish). If you’re a Microsoft Enterprise Agreement customer, you can activate Yammer Enterprise for free. … Continue reading Bringing People Together With Yammer & D365

Customising Microsoft Portals – What Skills Do I Need?

Microsoft Portals for D365 are easy enough to set up from the Dynamics 365 Administration Centre. Once it’s set up, it could be used fairly close to the out of the box setup. What if you want something a little more customised and tailored specifically to your business? You might just need some additional skills … Continue reading Customising Microsoft Portals – What Skills Do I Need?