Dynamics365… here we go
My blog about the interesting, powerful and varied world of Dynamics365; Microsoft’s flagship CRM, Service and Marketing management platform
Recent Blog
Need Help Choosing A CRM?
A substantial number of CRM projects fail
-Give your project a fighting chance!
How to send text messages from Dynamics365 with Ring Central and Zapier
Need to send an SMS from your Contact record in Dynamics to Ring Central? Here’s one way to do it.
How can I use Power Automate to sum child record values in Dynamics 365?
Sum data from Dynamics records easily with FetchXML and update related records as an alternative to using a RollUp Field
How to use an Excel Date Integer in Power Automate
Stuck with Excel giving you an integer for your date in Power Automate? A quick compose calculation can resolve this.
Column Types in Dynamics 365
Quick Reference for available column/field types in Dynamics365
How do I add new Columns/Fields to Dynamics365?
Dynamics is very customizable and allows you to create multiple fields (with some limitations) to store whatever you need for your business
How can I connect SharePoint with Dynamics365?
Connecting Dynamics to SharePoint is mostly straight forward and will give your team somewhere to easily store documents for your Dynamics records
Where is my Dynamics365 data being stored?
Storing data online can be a compliance nightmare. Check your Dynamics365 and make sure you meet your legal requirements.
Which Dynamics workflow is doing this?
Lost a workflow? not sure which workflow is sending an email or changing a value? start tracking it down with dependencies!
How can I embed an image into a Dynamics email in Power Automate?
Embedding a graphic into a Dynamics email record was proving challenging - here’s how I did it.
Features and Limitations of Dynamics 365 Calculated Fields
Quick Reference for Calculated Fields Limitations