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