Tips, tricks and ideas for non developer geeks
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).
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
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
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
Ever wished you could move around the top navigation in CRM? Sometimes the default order and options doesn’t necessarily make sense for the end users. In Dynamics 365 CRM this can be done easily and in a supported fashion by editing the Sitemaps. Go to the main solution, then click on Client Extensions under the … Continue reading Editing Sitemaps in Dynamics 365 CRM
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
Do you know what Twitter Lists are? Are you on any? And how do you make them? These are all great questions to ask! Let’s get to the answers….. Do you know what Twitter lists are? A list is a way of grouping Twitter accounts together. This can be done using a specific topic in … Continue reading Understanding, Using and Making Twitter Lists
Search on Google for a specific movie, or a topic current in the news and the results displayed to you may show times for films, or links to articles relevant to your keywords. Ever wondered how those results look slightly different to others? Their websites have been set up using structured data and letting Google … Continue reading Google Search Console Data Highlighter
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
*** UPDATE: Please review Part Two to see the latest way to access and set up Email Signatures. This will show you a quick and easy way to add images and hyperlinks. *** One of the great features of Dynamics 365 is the ability for a user to add an email signature to their record. … Continue reading Email Signatures with Images & Hyperlinks – Part One
One easy (and free) way to get people back to your own site is by visiting others. Spending time reading articles by other bloggers is not only educational, but by posting comments you can show yourself to be knowledgeable in the same field or created new contacts. This in turn could find you with more … Continue reading What Is A Gravatar & How Can I Create One?
