by zach | Mar 1, 2021 | Dynamics 365 for Customer Engagement, Microsoft Business Applications, Microsoft Power Platform
At some point you may encounter the need to find out the logged-in users ID and pass dynamically pass it into a URL when clicked. This can be achieved by creating a Web Resource with the following code pasted into it: <html> <head> <meta...
by zach | Feb 19, 2021 | Dynamics 365 for Customer Engagement, Dynamics 365 Marketing, Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications, Microsoft Power Apps
Reassigning records when key users leave the organization is an important aspect that should be considered during employee off-boarding. Since such users tend to have some tenure in the organization, they usually own Dynamics Plugins or Workflows making it imperative...
by zach | Feb 11, 2021 | Dynamics 365 Marketing, Microsoft Power Automate
Managing leads or contacts from external sources and making sure they are recorded in CRM without duplicates can be tricky sometimes. Depending on your data source you will need to filter for certain information and compare that to what is already entered in your...
by zach | Dec 30, 2020 | Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications
If you are considering Dynamics 365 Project Operations as an end-to-end Project Management and Accounting solution, this is an introduction of the fundamental concepts, settings, and configurations that you will need to be familiar with and make on the Dynamics 365...
by zach | Dec 23, 2020 | Dynamics 365 Project Operations, Microsoft Business Applications
There is no better feeling than setting up a trial account, provisioning a fresh Power Platform environment, installing an app, and clicking through standard Out-of-the-box features that should just work, but for some reason they just do not. This was definitely one...
