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

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

There are various options for providing an automatically generated number for the next record created in D365/CRM. Version 9 has a new feature available for auto numbering, and you can create a sequence for several of the standard out of the box entities. What if you have a custom entity, aren’t on version 9, and … Continue reading Auto Numbering An Entity

Connections is a pretty good word to describe ‘connections’ between records. It could be a link from one Account number to another. Or it could be a link from a Doctor to their Patients. Or from a lead record to one of your competitors to indicate their current vendor. There are many reasons and purposes … Continue reading Using, Importing And Viewing Connections

I’ve talked about using Queues previously, either to use to create a case or to send emails automatically from them. This post is about creating a lead record as needed from emails coming in to a group sales mailbox. First, get your queue set up. Follow the link above for the creation of a case to … Continue reading Creating Leads Using An Email Queue

If you delve in to the formats for CRM (Settings> Administration> System Settings> Formats) and review the Dates, you will see an option for a Short Date and a Long Date. This looks great, and we can decide what format to display to our users…. except not really. Only the Short Date is used in … Continue reading Displaying The Long Date Format For Date Fields

Tracking activities in CRM is easy. You can link them to different entities, create them via Outlook or your phone, and make sure your time is documented. On occasion you may find the need to add an additional type of activity, a timesheet or way to document effort spent on a case or project. This … Continue reading Creating A New Type Of Activity

If an email is sent to a specific address, such as support@meganvwalker.com, a Queue in CRM can be used in conjunction with a record creation rule to create a new case (find out more here). This is a huge time saver and a great way to automate your system for your customer services team. However, … Continue reading Removing HTML From Email Description – Record Creation Rules

For any organisation, building and maintaining relationships with other companies is a key component of it’s success. This can be with existing customers, or for a sales or business development team it’s important to understand a company to suggest and provide the best fit services or products. One free app available in Microsoft AppSource is … Continue reading Customer Today For News Feeds In Dynamics 365

The plus sign at the top right of Dynamics 365 CRM provides access to ‘quick create’ records. This can make it…. well…. quick to add new records with the minimum amount of fields and get on to your next task. It’s certainly a handy way of adding records in to your database. However, if it … Continue reading Modifying The Quick Create Menu To Add & Remove Entities