crmheidi

Automating CRM to Teams Notifications with Power Automate: A Guide for CRM Administrators

In the dynamic world of customer relationship management, staying updated on the latest lead assignments is crucial. This guide is designed to...

1 months ago

Navigating the terminology surrounding Copilot and sales can be a daunting task. This month marked the introduction of Copilot for Sales’...

2 months ago

Have you checked out the 2024 Release Wave notes for Dynamics 365 and Power Platform yet? It’s filled with exciting updates and improvem...

2 months ago

This article is an overview of the different types of views available in Dataverse and Dynamics 365 CRM. You will learn how to work with the v...

3 months ago

I quietly launched my first online course during the last week of 2023 and I am thrilled to share the details with you here! Are you an aspiri...

4 months ago

After you have created a model-driven app, you will need to select which security roles and/or individuals can access your app. Sharing is car...

4 months ago

You are unauthorized to view this page. Username Password Remember Me Forgot Password The post Updating Dataverse Tables Used in...

4 months ago

Yesterday I held a free 90-minute webinar presenting my Summit North America session “System Admin 101.” 70 people attended it liv...

5 months ago

Calculated field in Dataverse are pretty cool ways to auto-magically perform calculations on any table. You can use them to automate manual ca...

5 months ago

Power Automate has 15 amazing built-in connectors to help enhance your automations. Microsoft Power Automate is a powerful automation tool tha...

7 months ago