July 15, 2019

Business Process Flows are a great tool for businesses to help users. They can guide users through a process, collecting information and ensuring all information is captured at the right point. There is no built in mechanism which tracks the duration the a record has b...

May 30, 2019

It’s been 1 year since I started this blog (technically it was the 1st June so i'm a little early) so I thought i’d crack out some statistics and some thoughts about the first year.

Top 3 Post

  1. Microsoft Flow Vs Dynamics 365 Workflows - Part 1  - In this post we explo...

May 23, 2019

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

Not since the birth of the iPhone has technology been so App dependant. Dynamics 365 and the new PowerPlatform is no different, but this is all Canvas and...

May 10, 2019

There are a lot of people with nicknames in the D365 community, The CRM Chart Guy, The API Guy, EmojiMegs; these are people synonymous with either a feature or areas of the product(s). With how much I write and present on Word templates, not even the amount that I do a...

May 1, 2019

I was chatting to a good friend of mine, Iain Connolly about...something and we ended up talking about SmartHome devices. He sent me a picture of his Flic button which got me super jealous. If you haven’t seen them, Flic buttons are an IoT physical button which can tri...

April 16, 2019

I’ve been doing some work with Flow recently, specifically around approvals which I’ve written about here. I’m creating an approval system for quotes and wanted to send some information to users via Flow so that they could make an informed decision inside their emails....

February 18, 2019

I’ve written a post previously about the CRMUG/D365UG and about the first CRMUGNW meeting that I helped organise as part of the committee.

User Group Summit Europe or Summit EMEA is the big event in Europe for everyone in the D365CE, F&O or PowerPlatform community. This...

February 9, 2019

In the first two parts to this blog series, we learned how to create a simple letter/mailmerge as well as Quotes using repeating lines in a table. These are some of the basics which you can build upon to create more complex Word Templates.

One thing we haven’t touched o...

January 16, 2019

We learned in my previous post, Word Template - Introductions, how to create a simple Word template but now we want to do a bit more. I showed how to create a simple letter but one of the best uses I’ve found for Word templates is to create quotes. But it’s not as stra...

January 8, 2019

Word Templates are one of my favourite unsung heroes of Dynamics 365. They are great, they allow you to create quick and easy templates which can be used by individuals or by all users in the system. They are essentially the successor to mail merges and work in a simil...

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