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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...

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...

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...

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...

July 24, 2018

Deleting records. There are times where you need to delete records and there are times when you don’t want to delete records. I’m an advocate of only giving responsible users the deletion if I have to give it to users at all. Sometimes, against my better advice, people...

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