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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...

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...

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...

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...

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...

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...

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...

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...

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....

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...