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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Automatically Populate Shipping & Billing Addresses For An Order

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

Create Awesome Surveys Using Custom Style Sheets (CSS)

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)

Create Account Specific Dashboards Using Subgrids

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

Email Document Templates As PDF’s

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

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