Formula columns have been available in Dataverse for a few years now, and Microsoft has made it clear that they are the preferred option going...
In Dynamics 365 Customer Service, many organizations dictate that every case should become a knowledge article. The thinking is usually well-i...
Every year, Microsoft publishes two long lists of new, updated and planned features in Dynamics 365 and the Power Platform. As a system admini...
The 2026 release wave 1 update for Customer Insights – Data provides makers with a direct way to connect agents to Customer Insights ...
Let’s look back at an oldie but a goodie in Dynamics 365 CE/CRM: Business Process Flows! These are designed to standardize how records m...
In Dataverse, a Customer column is a special type of lookup. Unlike a standard lookup, it can reference either an Account or a Contact. That f...
If you are working with a custom Lead or Contact form, you may have noticed that your marketing interactions in Customer Insights-Journeys do ...
A classic feature worth revisiting, today’s focus is Word Templates in Dynamics 365 CE/CRM. This tool remains a powerful option available for ...
Welcome to Power Automate! This article focuses on differentiating the three types of Power Automate cloud flows: scheduled, instant and autom...
A common question I hear from newer Power Automate users is when to use Condition vs Switch in the Control connector. Control is available in ...
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