by zach | Sep 23, 2021 | HR Management for Dynamics 365, Microsoft Business Applications, Microsoft Power Automate, Microsoft Power Platform
Sharepoint integration with D365 is a common aspect of any implementation. Often, the out of the box structure is not sufficient to meet the business requirements and there may be a need to create a custom folder structure for each entity record created. This can...
by zach | Sep 14, 2021 | Microsoft Business Applications, Microsoft Power Automate, Microsoft Power Platform
Recently, when importing a solution with a Power Automate Flow from a Dev/Test to Production environment I came across a small issue. My Power Automate flow was not being updated to the most recent version included in the new solution. Upon further inspection...
by zach | Mar 15, 2021 | Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications, Microsoft Power Automate
As a resource manager or project manager it can be a difficult task to keep up with operational resource planning. While Dynamics 365 Project Operations makes some of the tasks involved a bit easier to handle, it doesn’t automate everything. Communicating which...
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 | Apr 5, 2020 | Dynamics 365 for Customer Engagement, Microsoft Power Automate, Uncategorized
>> Watch Video here << In this tutorial I will show you how to create Leads in Dynamics 365 from web form...
