Jigsaw

At Ignite in September, Microsoft had various talks about the roadmap for Microsoft Project and Dynamics 365 Project Service Automation but one of the things they announced that seems to have flown under the radar a bit is the unification of the Microsoft Project and Dynamics 365 Project Service Automation platforms. If you didn’t see…

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Microsoft Flow Test Runs

Sometimes with managing cases in Microsoft Dynamics 365, users want to automate sending an email to a customer and present them with some basic buttons so that the customer can choose whether to close a case without the need to reply directly to the email. In this post, I’m going to show you how we…

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Dynamics 365 for Marketing Welcome Screen

In our previous post, we ran through an overview of Dynamics 365 for Marketing and what was included with the release. In our next post in the series, we will run through the first run experience. Before we begin A couple of key things before we start going through the first run experience, Dynamics 365…

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Duplicate Content

In a previous post, I talked about the principles of how to maintain clean data within your Microsoft Dynamics 365 Organisation. Today, I’m going to show you how to setup duplicate detection rules. First Things First Before you setup the rules, the first thing you need to do is to make sure duplicate detection is…

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Define Your Dynamics 365 Data Entry Rules

In my previous post, I spoke about cleaning your data for your live CRM system, today I wanted to talk about how you manage & maintain the quality of your data once it’s in your new CRM system. Define Data Entry Rules You need to define how people will enter the data in the system. As…

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One of the main reasons a CRM implementation fails is due to poor quality data, yet all it takes is a bit of preparation and the common issues that cause poor data can be avoided. In this post, I want to talk to you about the process of cleaning and migrating your data into a…

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Microsoft Flow Notification IOS

In my previous Microsoft Flow post, I explained how you could import data submitted via a web form. In this post, I plan to enhance what we’ve already built in Microsoft Flow and include an approvals process. The basic idea is that when a web form is submitted, Microsoft Flow will send an approval request.…

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Microsoft Flow to Dynamics 365 Overview

In my previous post about Microsoft Flow, I ran through the basics of a Flow and why you should use it with Dynamics 365. In this post, I plan to run through how you can automatically create a Lead in Dynamics 365 by making some simple changes to your existing web form email output. Before…

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