D365 Blog by Matt. ©2018

 

February 17, 2020

Power Automate has a lot of advantages over Classic Workflows. I’ve given presentations on this topic and it’s an ongoing conversation piece in the community, of what everyone should be using. I’ve made a commitment to only build Power Automate Flows and NOT Classic Wo...

February 10, 2020

There is no denying that the XrmToolBox is one of the best collections of tools for any developer, consultant, business analyst or administrators who work with Dynamics 365, CDS and Power Apps. I have used it on nearly every project I have worked on and it’s one of the...

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 12, 2019

This problem has annoyed me for a couple of years. I’ve used several methods over the years to calculate age in D365 from Business Rules, Workflows, to JavaScript and no one solution was ever good enough for me. I didn’t like decimal numbers, I didn’t like massive wait...

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...

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...

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....

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...

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