CRMCS Blog

At CRMCS we're passionate about Dynamics 365 and how CRM can transform organisations. Welcome to our area here, where we publish articles, help guides and general information about the CRM Industry.

This is where you'll find everything related to cloud, servers and code – plus technical articles to help CRM and Web Developers.

As an organisation at the forefront of Dynamics and CRM, we welcome your feedback on our articles. Or, if you'd us to link back to one of your own articles, please feel free to get in touch by email.

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

Microsoft Teams - Adding a Microsoft Teams URL to a Dynamics Appointment

CRM Consultancy

Read Story

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

Dynamics 365 Marketing – Customer Voice Survey Not Appearing In Emails?

CRM Consultancy

Read Story

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

Using SQL Management Studio to connect to the Dynamics DB

CRM Consultancy

Read Story

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

Getting started with the Power Platform AI Builder.

Paul McQuillan

Read Story

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

Power Apps Portal Information Hub

CRM Consultancy

Read Story

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

Part 5 - Power Apps Portals: How To Connect Azure B2C With Linked-In

Paul McQuillan

Read Story

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

Part 4 – Power Apps Portals: Styling Azure B2C for Power Apps Portals

Paul McQuillan

Read Story

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

Part 3 – PowerApps Portals: Azure B2C and Power Apps Portals – User Flow for Signup and Signin

Paul McQuillan

Read Story

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

Part 2 - Power Apps Portals: New Application Registration in Azure B2C for our Power Apps Portal

Paul McQuillan

Read Story

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

Part 1 – Power Apps Portals: Creating a New Azure AD B2C Tenant

Paul McQuillan

Read Story

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

The Automation Bot: Launching Contextual Flow from Teams

Paul McQuillan

Read Story

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

Using Power Automate to Create a New Channel for a Record in Dynamics

Paul McQuillan

Read Story

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

Running a Quick, Quick Campaign from Dynamics

Paul McQuillan

Read Story

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

Dynamics for Sales: Use Word Templates to Export directly to PDF

Paul McQuillan

Read Story

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

Using Power Automate to Integrate Microsoft Forms with Dynamics 365

CRM Consultancy

Read Story

Contact Us

Want expert advice or a demo?

Get in touch now and see how we can help your business grow.

  • Name
  • Email Address
  • Phone Number
 
Close

Understanding Your Challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we deliver the right solutions for you.

Proven Real-World Solutions

As a leader in the field of Dynamics solutions, our pedigree developing and delivering real-world solutions is unsurpassed.

Long Term Support

We provide support beyond our design, implementation and 'go-live' delivery using Sprints and continual updates to our AppSource apps.

CRMCS | Design by Thinktank Marketing | Citrus-Lime Limited

To improve your experience today and in the future, this site uses cookies. Read our full Privacy Policy & Cookie information here I Understand