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Identify fake/abusive records in CRM

Find out more post on my blog. If you have a business model where every new user for your organization must have a Contact/Account in your CRM system, than take a look at this article. Let say that you offer a product for download from your websit...

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How to auto assign records in Dynamics CRM?

Find out more posts on my blog  The story behind In companies with different departments there always has a need records to be redirect (or to use the technical term assign ) to a certain people based on some criteria. Whether this is a s...

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Multilanguage data import in Dynamics 365

Find more post on my blog. Why my freshly imported data into CRM look gibberish? I asked myself that question after the recent data import. You see, I'm from Bulgaria, but very, VERY rarely have to work in CRM with data on Cyrillic, until on...

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Auto archive CRM emails in Gmail

Find more post on my blog. We all know that Dynamics CRM offers a POP3/SMTP connection with Gmail. Some of you might be using it and others consider it as an option, either way, you must know that sometimes the connection between both server...

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Create Opportunity in CRM from an Excel file

Find more post on my blog. Remember that the Community is all about sharing knowledge, experience, and best practices with others. Early this year a wrote an article on how to send an email with an attached excel file containing all leads cre...

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Create CRM Case using Power Virtual Agent

Find more post on my blog. Power Virtual Agent is a great piece of software, it makes a lot of people's dream (like mine) to create their own chatbot, real. With this example, I want to share with you how you can use PVA (Power Virtual A...

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Change the owner of a workflow

Find more post on my blog. Now, I know what you might think by reading only the title of this article “seriously, is this guys joking?”, we’ll wait for it, it is actually a lot different than what you think. I’m not t...

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[Fix]Quick Find not working properly after Dynamics 365 2020 Wave 1 update

Recently, our organization was updated to the new major update 2020 Wave 1. As everyone knows, along with many new and exiting great features, this brings some not so great changes to the system that causes a problem amongst the end-users. Recent...