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Dynamics 365 Trials SignUp

The trials signup for Dynamics 365 is something that has been changing over the last few years as the product has changed, O365 has evolved and the product team has worked to improve the process. So as of May 2018 what is the best way to start a n...

CRMInnovation.com
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Dynamics 365 Connected Field Service – IOT What is it?

Microsoft Dynamics 365 includes capabilities to help businesses that perform field service leverage the IoT. But you can’t get started if you don’t have some good background on the Internet of Things (IoT). The Microsoft Story Labs has...

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Power Automate Flow API Updates – 16 Takeaways

The following are my 16 takeaways from the updated docs article – Request limits and allocations. You may also want to refer to the latest release (November 2021) Power Apps and Power Automate Licensing Guide 1. API calls have been renamed to Powe...

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Workflow Heroes

Andrew Butenko, Aiden Kaskela, Jason Lattimer, Demian Raschkovan are the Heroes of Dynamics 365 Custom Workflow Extensions. They each have probably donated hundreds of hours of their own time to the community to freely share their custom code. Coi...

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Multiple CC Recipients in a CRM Workflow Generated Email

Very often in a Workflow we want to send an email out of CRM based on a previous step in the workflow. Often when you set it up so that it supposed to go to several people you may find out that it only gets sent to one. The classic case is where y...

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Scrum for Dynamics 365

Over the years I have had the opportunity to use and be exposed to a number of different types of project planning methodologies. In the beginning I was an early fan and use of the Microsoft Sure Step Methodology. But that approach of a waterfall ...

CRMInnovation.com
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CRM 2016 Video

Time to think about all the new wonderful features to put into your daily use. Personalized Sales Documents Contextual Documents Enhanced Excel Experience CRM App for Outlook Cortana Integration CRM 2016 Video CRM Immersive Excel Experience The ...

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Forms Pro Entity Name Changes Coming

In the next few weeks  you will start seeing some changes to the Forms Pro entity names. These changes will only impact the display name and not the schema name. So they won’t be breaking changes to Advanced Find queries, Power Automate Flow...

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Flow isn’t always Citizen Developer Friendly

Flow is a great tool for Citizen Developers. However, sometimes we need to move slightly over the Geek Line and get a piece of information to make a Flow work that isn’t 100% in our Citizen Developer comfort zone. Recently a fellow MVP ̵...

CRMInnovation.com