Dynamics 365 gives us a new Outlook App that allows us to perform common CRM actions directly from an Email in Outlook – and this is a brilliant tool for promoting efficiency and performing day to day tasks quickly. One of these actions is raising a New Case from an Email, and when doing this we are presented with the following Form: This initial Form and serve many of our uses, but ultimately we are…
We’ve got our Model setup in the Power Platform AI Builder and we’ve experimented with a Flow in Power Automate…
For many years, ClickDimensions was the only reputable marketing solution for Dynamics 365. It allowed organisations to manage all of their marketing…
Power Automate is a fantastic tool for implementing Cloud Workflows by linking lots of different systems or platforms together using…
Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates…
This Power Apps Portal Hub features focused & technical articles on the functionality offered by Power Apps Portals – Introducing…
One new feature with Dynamics for Sales is the ability to export a Word Template directly into PDF. As a…
Since GDPR came into effect 2 years ago, many companies have had to make changes to their ways of working.…
You do have the ability to add a preheader to your Marketing Emails but it’s not entirely clear. Luckily we…
We can use Dynamics for Marketing to build a schedule of Social Media Posts to help the performance of a…
