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January 20, 2020

I wrote recently about how to track duration in stages of a Business Process Flow. This is a common request from customer as understanding where processes are slowing down or where they are really efficient, is important so that companies can grow and evolve and become...

December 2, 2019

What. A. Month! #MSFlowVember has come to an end and it’s been such a great reaction to it all. When I first came up with the idea for #MSFlowVember, I didn’t know if it was crazy, if people would like it or if it was even achievable. Well, I knew this community wouldn...

November 15, 2019

Howdy all, we are halfway through #MSFlowVember so I thought it would be a good time to do an update. 

But first, an important announcement, Microsoft have officially changed the name of Microsoft Flow to Power Automate, bringing it more inline with the other components...

October 28, 2019

#MSFlowVember Challenge

Howdy! I just presented at D365 Focus in Brussels on Workflows Vs Flow, how and when to extend your D365CE environment. As I was preparing for the presentation, I started learning a bit more about Microsoft Flow.

Flow has been one of my favourite...

October 14, 2019

If you read my blog or if we have met, I've probably told you about my love of Word Templates. I think they are brilliant and I’ve deployed them numerous times for customers. One of the requests I get a lot is to convert quotes, invoices or any other Word Templates to...

September 19, 2019

Emails! People write emails every day. In 2019, it’s estimated 293 Billion emails will be sent and only 45% of that will be spam. Email functionality is something that has been unloved in D365 Customer Engagement for several years/versions but in the last year or so, w...

September 5, 2019

The Business Card Scanner is a new, highly requested feature, coming to Dynamics 365 Customer engagement from October 2019. The Business Card Scanner will allow you to quickly and easily, scan Business Cards into Dynamics 365 and create contacts where the Business Card...

August 22, 2019

One of the most requested features for D365CE has been to be able to customise dialogs to close Opportunities and Cases. It was announced for the 2019 Wave 1 that customisation of dialogs for Cases would be coming to the application. Yay, everyone rejoiced...but the fu...

August 13, 2019

Back in the olden days (pre 2015 I think), you used to have the ability to qualify a lead and choose the record that would be created. Microsoft removed the choice and the last few years you either had to live with the default behaviour or replace the functionality wit...

July 29, 2019

Quick Tips - a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance.

One of my favourite actions in a Workflow is the SetWordTemplate action which I have used across numerous deployments, shown off in presentations and may...

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