Tech 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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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

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This article focuses on the steps required to start developing a new Bot and taking the first steps to publishing this Bot into Teams. We are going to take you through the first steps of (1) creating the Web App Bot in Azure, (2) connecting this to the Code your Bot is going to run, (3) defining your Bot’s.... More

Creating a New Bot for Teams

Paul McQuillan | 15/02/2021 08:00:00

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When we are developing a Bot for Teams using .Net Core, we can publish the code for our Bot into Azure to see our work in action. But its difficult to attach a debugger when our process is running in Azure. So if we want to debug our Bot whilst developing to trace its execution or monitor unit.... More

Debugging your Teams Bot using Ngrok

Paul McQuillan | 15/02/2021 08:00:00

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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 | 14/02/2021 18:00:00

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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 | 26/01/2021 08:00:00

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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 | 16/12/2020 16:28:00

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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 | 03/11/2020 14:55:00

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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 | 27/10/2020 11:47:00

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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 | 13/10/2020 11:56:00

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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 | 28/09/2020 11:07:00

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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 | 04/09/2020 09:41:00

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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 | 07/08/2020 10:59:00

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At the moment we are working with a charity who collect Gift Aid on donations. The donor has to sign a Gift Aid declaration so that the charity can claim this back on their behalf. These declarations expire after some time, so one goal our CRMCS Consultant Jess wanted to achieve here was to .... More

Part 1: Using a Scheduled Power Automate to Trigger Expiry Date Reminders

CRM Consultancy | 10/07/2020 10:57:00

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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.... More

Building a New Scheduled Process using Flow

Paul McQuillan | 19/05/2020 10:00:00

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Working with Dynamics 365 many will be comfortable designing Entities and Fields, and then enhancing with Workflow to automate Activities or Data in the solution. The Workflow Engine in Dynamics 365 has been around for a long while now, dating back to 2005 with v3 of what was then, MSCRM. (before it became Dynamics CRM, then Dynamics 365, and.... More

Flow – Getting stuck in for Dynamics 365

Paul McQuillan | 28/04/2020 11:11:00

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