Delete Dynamics 365 Data – Based on an import “Hack”!

I recently saw a “trick” with Dynamics 365 that I thought was quite cool. So, I decided to document it in a blog post. This must be a reasonably common scenario! Our sales team want to purge the system of some old contacts. They were given a spreadsheet listing all the existing data. And people marked the ones that needed to be deleted. Great! But how do I easily remove these contacts from our Dynamics 365 instance.

Dynamics 365 Customer Service SLAs and Cloud Flows

Within Dynamics 365 we can use SLAs in the customer service app. Each SLA item can trigger a Power Automate Cloud Flow to complete any actions we wish to implement when a warning, failure, or success status is reached. This is great but I’ve found maintaining the Flows can become cumbersome. In this post I will explain an alternative approach.

Dynamics 365 Outlook App – Control which entities that can be set regarding

I recently got asked a simple question but one I didn’t immediately know the answer for! As I had to research the answer I thought a blog post might help anyone who is presented with a similar question. That being …. “In the Dynamics 365 App for Outlook we can track emails as being regarding a standard set of entities. What if we want a remove entities from this list or add custom ones?”.