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October 23, 2020

One of the most common scenarios for businesses is to check if a record exists and if it exists do something, if not, do something else. You could check if the record exists and if it does, update it, if it doesn’t create it. I say it’s one of the most common scenarios...

September 21, 2020

I love Word Templates. Not sure if that’s ever been apparent with all my posts on Word Templates or my presentations on them, but I do. I think they are a great, yet sometimes, underappreciated part of D365/CDS. They do have some drawbacks like inability to sort result...

August 24, 2020

In this episode I catch up with Matt Beard and Claire Carmichael. Matt is the development team lead at Data8, D365UG UK London/Reading committee member and XrmToolBox Author. Claire is a Functional Consultant at Redspire and Co-founder of the Virtual Power Group.

Matt B...

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...

December 2, 2019

What. A. Month! #MSFlowVember has come to an end and it’s been such a great reaction to it all. When I first came up with the idea for #MSFlowVember, I didn’t know if it was crazy, if people would like it or if it was even achievable. Well, I knew this community wouldn...

November 15, 2019

Howdy all, we are halfway through #MSFlowVember so I thought it would be a good time to do an update. 

But first, an important announcement, Microsoft have officially changed the name of Microsoft Flow to Power Automate, bringing it more inline with the other components...

October 28, 2019

#MSFlowVember Challenge

Howdy! I just presented at D365 Focus in Brussels on Workflows Vs Flow, how and when to extend your D365CE environment. As I was preparing for the presentation, I started learning a bit more about Microsoft Flow.

Flow has been one of my favourite...

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 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...

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