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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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 | 26/02/2021 16:31:00

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 | 25/02/2021 16:30:00

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 | 24/02/2021 16:30:00

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 | 23/02/2021 16:28:00

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: 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 | 22/02/2021 16:28:00

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 | 15/02/2021 18:00:00

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 | 14/02/2021 18:00:00

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 | 28/01/2021 17:00:00

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 | 26/01/2021 08:00:00

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 | 16/12/2020 16:28:00

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 | 03/11/2020 14:55:00

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 | 27/10/2020 11:47:00

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 | 13/10/2020 11:56:00

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 | 06/10/2020 11:18:00

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 | 28/09/2020 11:07:00

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