Let’s look back at an oldie but a goodie in Dynamics 365 CE/CRM: Business Process Flows! These are designed to standardize how records move through a defined process. Popular use cases include
In Dataverse, a Customer column is a special type of lookup. Unlike a standard lookup, it can reference either an Account or a Contact. That flexibility is useful, but it can also create problems in
If you are working with a custom Lead or Contact form, you may have noticed that your marketing interactions in Customer Insights-Journeys do not display in the timeline. Good news – it’s
A classic feature worth revisiting, today’s focus is Word Templates in Dynamics 365 CE/CRM. This tool remains a powerful option available for any table in Dynamics 365, with several out-of-the-box
Welcome to Power Automate! This article focuses on differentiating the three types of Power Automate cloud flows: scheduled, instant and automated. Core Terminology Before building flows, it helps to
A common question I hear from newer Power Automate users is when to use Condition vs Switch in the Control connector. Control is available in every flow and includes six actions: Condition, Do until,
Column mapping (or field mapping) is set up on a 1:N relationship and is typically used to populate fields on the child record from the parent when the child is created in the context of that
Why does moving from Sandbox to UAT feel like a rebuild? After carefully curating an excellent Sandbox experience with Dynamics 365 Customer Service Enterprise and/or Contact Center, you may expect
Have you heard about this new Vibe experience in Power Apps? I have read lots of posts, mainly on LinkedIn, about vibe.powerapps.com. But before today, I haven’t actually made anything there.
Copilot for Sales is Microsoft’s AI-powered assistant designed to supercharge Dynamics 365 Sales. Unlike Copilot in Sales, which is built into the Dynamics 365 app itself, Copilot for Sales extends