Recently I needed to show the text of a choices field in a post created by a Cloud Flow. Meaning I needed to return the actual text of the choice field rather than the value. In this video I demonstrate how I achieved this.
I have recently been asked to review the new real-time marketing feature. I have therefore been busy testing its capabilities and comparing real-time marketing and outbound marketing. This post will include my initial findings and thoughts.
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.
I had a really simple requirement the other day but it took me time to work out the solution! So I thought I would describe my challenge and the solution …. in an attempt to help others. In this post I will explain how to create a view of records shared with from an access team.
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?”.
The April 2020 release wave of Dynamics 365 includes an updated approach to SLAs. In this post I will explore how to create the “new style” Service level agreements.
I have recently started to experiment with Forms Pro, in this post I will explain my initial tests and provide a few observations on my opinions so far.
This post is about Brexit, Dynamics 365, leopards and my 2018!
I recently gave a short presentation about Gamification at a D365UG event in Birmingham. As part of my preparation I recorded my presentation, so everyone can watch it.
Microsoft Social Engagement (MSE) is a great tool, it provides us with the capability to connect with Dynamics 365 and use record creation rules to create leads, cases (and more). In this post I will examine how to leverage this functionality.