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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Searching for Business Process Flow Stages in Dynamics 365 CRM

A feature in Dynamics CRM which can help guide end users and provide clear direct workflows is Business Process Flows (BPF). Even if you haven’t created any custom ones, you have probably seen the process for a Lead, going through an Opportunity, Quote, Order and Invoice. Below you can see a custom BPF on an … Continue reading Searching for Business Process Flow Stages in Dynamics 365 CRM

Displaying Comments Only In Microsoft Portals

Microsoft acquired ADXStudio back in 2015, and although it’s mostly the same functionality, Microsoft Portals does have a few elements that are new. Unfortunately at the moment, the documentation isn’t great, and it’s a bit hit and miss trying to find out how things work. One cool element is the way activities or comments can … Continue reading Displaying Comments Only In Microsoft Portals

Using Status Reason Transitions for a Case

A key component of any business selling products or providing a service is case management. The ability to enter and complete cases in CRM is important for tracking and resolving issues or problems that arise. A key field used to indicate where the case currently sits in the life cycle is the Status Reason. Is … Continue reading Using Status Reason Transitions for a Case

Using And Mapping Recurring Appointments

If you have used Outlook for long enough, no doubt you have had cause to use the recurring appointments functionality. You have the ability to create a ‘series’ of appointments from one record. Saves you time and keeps all appointments the same with regards to accurate information. Using recurring appointments in Dynamics CRM is pretty … Continue reading Using And Mapping Recurring Appointments

Using Social Engagement to track and analyse mentions

Anyone working in marketing knows the huge value in being able to track mentions and retweets on Twitter, but as more and more of your clients and prospects take to social media, you need more access and insight in to what’s being said about you. Not only that, but finding ways to monitor the sentiment … Continue reading Using Social Engagement to track and analyse mentions