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.

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

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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

The Automation Bot: Launching Contextual Flow from Teams

Paul McQuillan

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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

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

Paul McQuillan

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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

Running a Quick, Quick Campaign from Dynamics

Paul McQuillan

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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

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

Paul McQuillan

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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

Using Power Automate to Integrate Microsoft Forms with Dynamics 365

CRM Consultancy

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The recently introduced Microsoft Teams Live Events for Dynamics 365 Marketing, opens up new collaboration opportunities, for delivering online streaming events. You can engage and analyse participant actions, pre, during and post-event, using real-time analytics, from within Teams. Here’s the CRMCS quick-start guide to help you correctly.... More

CRMCS Quick Start Guide: How To Produce a Microsoft Teams Live Event

CRM Consultancy

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Prioritising leads in Dynamics 365 Marketing through Lead Scoring is an intelligent method for assessing when it is the right time to chase leads and convert them into new business. Lead Scoring looks at demographics, firmographics alongside actions, aggregating individual factors to prioritise the most important leads for your.... More

Dynamics 365 Marketing: Lead Scoring and Sales Acceptance

CRM Consultancy

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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.... More

Designing and Developing Microsoft Power Apps Portals

CRM Consultancy

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We would like to say a huge thank you to all attendees and registries for your interest in furthering your B2B sales excellence with @Cosmonauts and @PJ Valves. Throughout this partner exclusive webinar, attendees heard from host Timo Karakashev, Cosmonauts Founder & CEO, Dan Munro PJ.... More

Thank You for Attending Our Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams

CRM Consultancy

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Attend CRMCS’s second Webinar Event on Tuesday 29th September at 15:30 - 17:00 GMT+ 1 Discover what's new in the world of Dynamics 365, SharePoint and Microsoft Teams..... More

Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence

CRM Consultancy

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We were tasked by a client to look at what levels of Database Encryption (Encryption at Rest) were in place and also how we could fill in any gaps. Here in the UK we would be talking about the sensitive personal information covered by.... More

TDE Database Encryption with On Premise Dynamics

James Binnie

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Since GDPR came into effect 2 years ago, many companies have had to make changes to their ways of working. Companies must now gain consent from people in order to collect their personal data, and must also delete data that is not being used for its original purpose. While it is generally a positive thing for.... More

Part 2: Let’s get GDPR Compliant with Microsoft Power Automate

CRM Consultancy

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Let’s explore the Top 5 Dynamics Marketing Features and see how they can help you to get the most out of your CRM! 1. Insights 2. Customer Journey 3. Marketing Emails 4. Marketing Forms and Pages 5. Segments       1. Insights .... More

Dynamics 365 Marketing: Top 5 Best Features

CRM Consultancy

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Puma Investments is a financial services group which offer a range of award-winning investments across private equity, property finance and quoted equities . They needed a marketing platform to support their demands, whilst getting the best out of Dynamics 365. After researching Dynamics 365 for Marketing (“D4M”) they came to us to guide them on their D4M journey..... More

Dynamics Day in the Life - Puma Investments

CRM Consultancy

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