by zach | Apr 18, 2021 | Uncategorized
This article will not go into detail about the end-to-end sales process within project operations but will focus mostly on the relationship between quotes and project planning. More specifically, I will explain how an offer is created and linked to a project and then...
by zach | May 28, 2020 | Uncategorized
We all know about Microsoft Dynamics Rollup fields, but did you know that it’s possible to re-calculate them without having to manually update them or wait hours for system jobs to update them? 🙄 Here in this quick tutorial, I show you how: Tutorial –...
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...
by zach | Apr 5, 2020 | Microsoft Power Apps, Microsoft Power Platform, Uncategorized
>> Watch Video Here << In this video I explain what the PowerApps ComboBox control is, what it does, and a couple use cases on how to use it best. If you stick around to the end, you’ll see a bonus Combo...
