Build a Power Automate Flow to Automate a Quote Approval Process in Dynamics 365 Sales
This article will provide you with a walk-through on creating a flow to automate a quote approval process in Dynamics 365 Sales. It is based o...
14 days ago
crmheidi
Power Apps: Add Welcome Content
Power Apps users, rejoice! A new feature now allows you to add welcome content for your users whenever they navigate to make.powerapps.com. Th...
1 month ago
Using and Configuring Focused View in Dynamics 365
Dynamics 365 has an excellent solution to help your users see their data in one frame – by using Focused View. This article will describ...
1 month ago
Copilot Confusion for SMBs (and likely many others!)
The term "copilot" is being used by different departments of businesses, which can be confusing. This was a common topic at the recent Dynamic...
2 months ago
Unlocking Data Integrity: Implementing Alternate Keys in Microsoft Dataverse
In today's data-driven world, ensuring data integrity is of utmost importance. To this end, Microsoft Dataverse offers several built-in featur...
2 months ago
Automating CRM to Teams Notifications with Power Automate: A Guide for CRM Administrators
If you're a customer relationship management (CRM) administrator looking to streamline your workflow, this guide is for you. It provides a ste...
4 months ago
Deciphering the Copilot for Sales Conundrum: Navigating the Maze of Sales AI Tools in Dynamics 365 CRM
Understanding the various AI tools available in Dynamics 365 CRM, particularly Copilot for Sales, can be a challenging feat, considering the r...
4 months ago
Updates coming to Copilot for Sales
The 2024 Release Wave notes for Dynamics 365 and Power Platform contain several updates and improvements to the tech stack. One of the updates...
5 months ago
Working with System & Public Views in Dataverse
If you're new to Dataverse and Dynamics 365 CRM, this article provides a comprehensive overview of the different types of views available in t...
6 months ago
Skill up for 2024: Elevate Your Dynamics 365 & Power Apps Expertise with the Fundamentals Online Course
If you're looking to elevate your skills in Dynamics 365 CRM or Power Apps, then the Dynamics 365 CRM & Power Apps System Administrator Fundam...
6 months ago
