Tips, tricks and ideas for non developer geeks
There are currently 477 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, and D365 Marketing (Customer Insights - Journeys).
This post marks the beginning of a series of articles on Microsoft Portals for Dynamics 365. I remember starting out with portals when it was still ADXStudio, it was a challenge! A lot has changed since then to make it much easier, but it can still be slightly daunting if you are doing this for … Continue reading Setting Up A Portal – Dynamics 365
If an organisation offers a service, it could be that a tiered service structure is available. So, for example, the Bronze package could give 5 cases a year, Silver could be 25, with a Gold or Platinum package allowing your client to raise 50 cases a year. Depending on the nature of a business, it … Continue reading Understanding Case Entitlements
Creating email signatures for emails sent from Dynamics 365 is really straightforward for each individual user. It’s something each person has the ability to do for themselves. However, what if you are using queues for sending out emails? Perhaps you have a Customer Service or Support Team queue. How do you go about having a … Continue reading Using Queue Email Signatures
An organisation using Dynamics 365/CRM and selling products or services is most likely using price lists to do so. Starting off with a default price list gives you a set of prices to generate opportunities, quotes and orders effectively. This is fine if everything you sell is the same price for each client, but if … Continue reading Creating Client Price Lists From A Default List
Some may argue (and they have! 🙂 ) that tax should never be calculated in Dynamics 365, and should only be used in a finance package. I would tend to agree from the point of view of an order/invoice, but a sales organisation using D365 is probably using the Opportunity & Quotes entity and needs … Continue reading Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items
If the title of this article seems familiar, it’s because it’s based on a presentation I did with the same name. This was originally put together for the D365UG/CRMUG Virtual Summer Camp, but seemed like it might be a ‘real world’ use case that could be of value. So, here it is in blog form! … Continue reading Incorporating Net Promoter Score Into Your Organisation
If anyone has ever used Word Document Templates in D365 you will know that they are really useful in many circumstances. You don’t need to be a developer or someone who knows SSRS to create them, and your end users can get really helpful documents out of the system when needed. Sending out Quotes is … Continue reading Displaying Product Codes On Word Document Templates
Ever since attending my first Dynamics 365 Saturday event in Manchester in the summer, I’ve enjoyed being involved in the community as a speaker. It’s great being able to share knowledge and ideas, but even better for me is being able to attend and learn from my fellow presenters. So, when I was asked to … Continue reading Excitement Building For Dynamics 365 Saturday Scotland
Following on from part two in this series, this post talks about how to bring over any email attachments from a source CRM instance in to the destination CRM instance. Email messages are it’s own entity, and these will need to be migrated first. However, this will not bring over any of the email attachments … Continue reading Getting Started With Kingswaysoft – Part Three
Now we will continue on from Part One of this series. Once you’ve indicated on the destination CRM environment that the error handling should go to an error output, you need to set where those errors will go. From the menu on the left, scroll down to the section for Other Destinations. Click on the … Continue reading Getting Started With Kingswaysoft – Part Two
