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...

December 21, 2018

I’ve seen a few tweets of admiration, appreciation and inspiration for the Dynamics/PowerPlatform community the last couple of days so I wanted to write a blog post talking about some of the people I’ve met over the last few years, some people I look up to and some peo...

December 13, 2018

This is a summary of part 1 and part 2 of my series on Flow Vs Workflows. One of the reasons to begin this series was to learn more about Flow so that I can advise about it in my day to day life and understand when I should use both. The other main reason was this so c...

November 20, 2018

Following on from my previous post about Microsoft Flow vs Dynamics 365 Workflows, this time we are looking at the built in workflow engine in Dynamics 365 Customer Engagement.

Workflows are the bread and butter of most consultants/Power Users/System admins who want to...

November 5, 2018

I’ve seen some chatter recently about people's use of Microsoft Flow over Dynamics 365 Workflows. Some people are choosing to solely write flows, others are choosing a mixture of the two and others not embracing this new technology.

The newer Microsoft Flow has a lot of...

October 22, 2018

Not my typical technical post but something I wanted to write about. I’ve been going to the CRMUG’s for a couple of years now and on October 11th I had the opportunity to attend an event I helped organise. I thought a post explain what the CRMUG/D365UG is, why you shou...

October 2, 2018

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

Continuing my trend of copying Dynamics 365 instances, I had another usual occurrence but this time a lot more serious. I copied a D365 8.2 instance from...

September 21, 2018

Flow is brilliant! Forms are a great tool! Both combined allow for some quick and easy data gathering. Let's start by talking about Forms.

Microsoft released Forms a year or two ago with a basic premise, allowing end users to quickly and easily setup a web page to gathe...

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