D365 Blog by Matt. ©2018

 

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...

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...

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