It wasn’t that long ago that I had my first introduction to presenting for the D365/CRM User Group community and took part as a presenter in their Virtual Summer Camp. The experience was fantastic, and an event I was proud and honoured to be a part of. It’s a fantastic feeling sharing knowledge and ideas … Continue reading D365UG/CRMUG – Presentation in Manchester
There are currently 489 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).
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One of the things that surprises me about Dynamics 365/CRM when it comes to Orders is there isn’t a fully automated process for populating the Billing & Shipping details. While the billing address is mapped when creating a Quote or an Order directly from an Account or a Contact, the shipping address isn’t. Most likely … Continue reading Automatically Populate Shipping & Billing Addresses For An Order
If you haven’t already dabbled with Voice of the Customer, you should. 🙂 In my opinion it’s an underrated tool. You can send out customised survey requests automatically and link back responses to Contacts, Cases and pretty much any entity you wish. One of the things you might not be happy with is how the … Continue reading Create Awesome Surveys Using Custom Style Sheets (CSS)
Dashboards in CRM/D365 are a fantastic way to provide an overview of key data to users in the organisation. Most likely if you are using CRM you’ve created your own dashboard, or a system administrator has created helpful dashboard layouts to share with relevant teams. What about displaying data specific to an Account record? Let’s … Continue reading Create Account Specific Dashboards Using Subgrids
One thing I love more than anything about the D365 community is COLLABORATION! So many are willing to share ideas. From there it creates other ideas, expanding and encouraging new ways of doing things. One such collaborator is Bruce (creator of 365 Notify), and author of this awesome post about Generating Quote PDF attachments in Dynamics … Continue reading Email Document Templates As PDF’s
Have you ever had the need to send a weekly update email sharing specific data from CRM, but there isn’t any specific trigger you can use? Or, you want to send an email notification months or even years based on a date on a record? Rather than setting off lots of workflows with a timeout … Continue reading Scheduling Recurring Emails Using A Workflow
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
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
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
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