CRM blog by CRM Consultancy
This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions
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There is currently no out-of-the-box functionality for scheduling an appointment in a Dynamics Teams meeting. I'm sure this will be available in the near future, but for now, we can use Flow to create a Teams Meeting with the same information and pass the newly created Teams URL.... More
CRM Consultancy | 18/05/2021 12:41:00
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If you've been using Dynamics 365 for Marketing to send out surveys, you may have noticed that the survey button vanishes when you receive the email. Although it may be obvious, you must include the survey in the Email Elements section of the customer journey. Here is our marketing email with the Survey.... More
CRM Consultancy | 18/05/2021 11:50:00
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This is a feature that Microsoft began rolling out last year and is extremely useful for understanding Dynamics and Database Structures – but the challenge with features in the Cloud is keeping up with new functionality or options that are sent to us ‘down the pipe,' so it is good to get this knowledge shared more widely. .... More
CRM Consultancy | 18/05/2021 11:34:00
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Before getting into the Builder itself, I find it very useful to look at the established Sales Insights App for Dynamics – as this works in many similar ways and gives a view of what a potential end-point looks like. But the real weight is in the Power Apps Maker and getting into the AI Builder proper. .... More
Paul McQuillan | 23/04/2021 10:00:00
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This Power Apps Portal Hub features focused & technical articles on the functionality offered by Power Apps Portals – Introducing what it can offer, and to help you get the best from your suite. .... More
CRM Consultancy | 08/03/2021 16:31:00
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Once our Portal Apps Portal is connected to Azure B2C, we can use our B2C Tenant as the middle-man to allow our Users to log in via their existing credentials with a number of other general Apps or Services. This can be particularly useful to allow Users to log into our Portal using their existing.... More
Paul McQuillan | 26/02/2021 16:31:00
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When we configure an App or Website to authenticate via Azure B2C – this will give us a vanilla Log In and Sign-up Page. We will often want to customize this page and define the appearance according to our intended content and not just the default. .... More
Paul McQuillan | 25/02/2021 16:30:00
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User Flows define how our contacts will be able to gain access to our portal and make changes to their own user info (like with password resets). To set these up, we need navigate to our ‘User flows’ tab, under the ‘Policies’ section in our Azure B2C Tenant Initially for a new B2C Tenant.... More
Paul McQuillan | 24/02/2021 16:30:00
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Now we have an Azure B2C Tenant created – we need to add a new Application Registration into the Directory, this will act as the go between component from the Portal into Azure B2C. We do this within the Azure Portal, making sure we have Switched Tenants into our Azure B2C Tenant and then navigate into App.... More
Paul McQuillan | 23/02/2021 16:28:00
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Step 1 - Creating a New Azure AD B2C Tenant is to ensure we have a new B2C Tenant ready to plug into our Portals. We do this by logging into the Azure Portal HERE: https://portal.azure.com/ Within the Portal we then navigate into Azure Active Directory, this will present a view similar.... More
Paul McQuillan | 22/02/2021 16:28:00
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One of the best features in Power Automate is the ability to create HTTP Triggers or Webhooks. These allow us to create no-flow business logic that can be triggered from any given App – in our case, triggered from our Teams Bot App. In one way however, simply launching a Flow is okay to a point, but the.... More
Paul McQuillan | 15/02/2021 18:00:00
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Power Automate is a fantastic tool for implementing Cloud Workflows by linking lots of different systems or platforms together using JSON Messages and REST Endpoints. This can be particularly effective in the Microsoft Cloud to help integrate Apps together into a single solution. In this example, we can build a Flow in Power Automate that creates a new.... More
Paul McQuillan | 14/02/2021 18:00:00
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Dynamics 365 offers a full suite of Marketing functionality via the Marketing 1st Party App, however if we are using Sales or Service, we can still use Quick Campaigns to send out a set of Emails as a mass communication. If we use Email as the example media we want to use, then we start with an Email Template..... More
Paul McQuillan | 28/01/2021 17:00:00
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One new feature with Dynamics for Sales is the ability to export a Word Template directly into PDF. As a new feature, this needs to be enabled and this can be done via the Dynamics for Sales App and going into Settings within this App. NOTE: This works in the same way as the 1st Party.... More
Paul McQuillan | 26/01/2021 08:00:00
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Article by Jessica Corbett, CRMCS Dynamics 365 Consultant PowerApps provides the framework to integrate data seamlessly across different Microsoft apps in real time, rather than having to export and import data, or copy data across manually. One effective application that I worked on was using automated Flow (Power Automate) to integrate Forms with Dynamics. .... More
CRM Consultancy | 16/12/2020 16:28:00
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