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

I’ve written previously about a great solution from Bruce Sithole, and Using 365 Notify For Instant Notifications. That’s great for users to get push notifications that they set up, but what if you want to trigger an email notification to go to people on an ad hock basis. Let’s say on a case for example if … Continue reading Internal Notifications Using A Temporary Team

*NOTE* If you have an older version of the Outlook Add-In already installed, scroll to the bottom of this post for an update. The Outlook Add-in for D365 is a pretty cool tool. It can make your life a lot easier if you work directly with clients and need your emails, appointments and tasks synced … Continue reading Dynamics 365 for Outlook – Version 9 – Installing & Using The App

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