In the bad old days of systems, the need for a new report would be sketched out and have to be sent to the Developers, when often this ‘report’ was simply a handy spreadsheet of data that needed to be produced from the system. Often when approaching new CRM Projects, we would be warned ‘we have hundreds of reports’ and whether this was possible within CRM and the Project Budget. On investigation, many of these…
Dynamics 365 Marketing gives excellent Insights on each Contact or Customer Journey involved in a Campaign. We can see this by opening our Action or a Contact to see the timeline of engagement we have had: The Insights that Dynamics 365 Marketing shows for a Contact included in our Marketing Activities through Segmentation. This gives us lots of useful data about that Contact or Marketing Activity – but what if we want to build a…
Roll-up Fields in Dynamics allow us to perform a SUM or COUNT of Child Records that then ‘rolls-up’ to a Parent Record. The most obvious example of this could be a simple COUNT of the Number of Opportunities recorded in CRM for a particular Client – so we could then view a simple Number in the Account Form that would quickly inform us of the number of Opportunities. This then becomes doubly helpful in Reporting…
Dynamics for Marketing makes adhering to GDPR much easier through the use of subscription centres. Dynamics for Marketing blocks you from sending out marketing emails, unless you provide an unsubscribe link. This blog post will show you how to manage your subscription centre and customise your unsubscribe form. By default Dynamics for Marketing creates a subscription centre form and page. The page is listed as Default Marketing Page. The first thing you will notice when…
Flows in Power Automate give us the option to run regular scheduled workflow that is not dependent on a Trigger or Event – a Power Platform version of the traditional Windows Server Scheduled Task. This is a decent improvement on how Dynamics 365 previously used Wait or TimeOut Conditions in Workflow to affect ‘wait-until-X-then-do-Y’ type logic. Historically we would have a number of Cases or Opportunities waiting for a Date and then taking an action.…
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 this will be blank as we will not have any User Flows. To work with Power Apps Portals, we need to…
I have recently been working on a number of projects using PowerApps Portals. PowerApps Portals are a brilliant way of essentially setting up a little window into your CRM database to people outside your organisation. Portals give you the ability to give external contacts a real-time view into any records you want to share. This can be really useful if you want to keep your clients update on the progress of their cases, or allow…
The ability to assign and share records in Dynamics CRM is a powerful area of functionality that can often be overlooked – and when we had a question this morning on whether records in CRM can have multiple owners, I thought this could be a handy area to record a quick article about. (particularly as this can be a popular topic in the Dynamics CRM Customisation & Configuration Exam as we all get our certifications…
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. We have a form where people can submit their contact details if they wish to be kept up to date with our monthly…
When it comes to creating a custom Entity in Dynamics CRM, the possibilities are quite possibly endless. One of the reasons for writing this blog comes from an initial setting that is mandatory for all customer Entities – Ownership. As shown below there are only 2 settings to choose from, Organization or User or Team, both have valid uses depending on the Entities purpose or how flat the organization security model is…the choice is yours. So you pick…