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 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.
Tips for Choosing a CRM - Part 5 - Position for Success
Need a head start to begin your CRM Journey? Here are some helpful questions to consider as you evaluate different solutions for your organization.
How do I run ad-hoc data searches with Advanced Find?
Advanced Find is an amazingly powerful search function within Dynamics. You can use this to define a specific criteria, save for future use or share with your peers.
How do i add the Sales Solution App to Dynamics 365?
Forget to deploy an app in Dynamics? You can add it after your deployment by simply adding the solution to your environment.
How do I get a list of Object Type Codes from Dynamics 365? (On Premise)
Every entity/Table in Dynamics has a ‘Type Code’ - a numeric identifier for that table. Here’s how to find yours.
How do I get a list of Object Type Codes from Dynamics 365? (On Line)
Every entity/Table in Dynamics has a ‘Type Code’ - a numeric identifier for that table. Here’s how to find yours.
List of standard Object Type Codes for Dynamics 365
Every entity/Table in Dynamics has a ‘Type Code’ - a numeric identifier for that table. Here’s how to find yours.
Tips for Choosing a CRM - Part 4- Selecting A Vendor
Need a head start to begin your CRM Journey? Here are some helpful questions to consider as you evaluate different solutions for your organization.
Tips for Choosing a CRM - Part 3- Shortlist of Products
Need a head start to begin your CRM Journey? Here are some helpful questions to consider as you evaluate different solutions for your organization.
Tips for Choosing a CRM - Part 2- Consider the features you need
Need a head start to begin your CRM Journey? Here are some helpful questions to consider as you evaluate different solutions for your organization.
Tips for Choosing a CRM - Part 1- Questions to ask
Need a head start to begin your CRM Journey? Here are some helpful questions to consider as you evaluate different solutions for your organization.
How do I connect PowerBI to Dynamics 365 for reporting?
One of the really cool things about PowerBI, aside from the ability to create some fantastic looking reports, is that it connects to Dynamics 365 natively to pull in information for reporting.
Make A Duplicate of Dynamics365 Environment
Create a duplicate of your Dynamics 365 environment for training, testing or development.