Handling Dataverse Customer Columns in Power Automate
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...
4 days ago
crmheidi
How to add Marketing Interactions to Contact/Lead Timeline (Dynamics 365 Customer Insights – Journeys)
If you are working with a custom Lead or Contact form, you may have noticed that your marketing interactions in Customer Insights-Journeys do ...
6 days ago
Dynamics 365 CE: Known Issues Creating Word Templates
A classic feature worth revisiting, today’s focus is Word Templates in Dynamics 365 CE/CRM. This tool remains a powerful option available for ...
1 month ago
Types of Power Automate Flows
Welcome to Power Automate! This article focuses on differentiating the three types of Power Automate cloud flows: scheduled, instant and autom...
2 months ago
Condition vs. Switch in Power Automate: When to Use Each
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 ...
3 months ago
Column Mapping: A Great Tool to Eliminate Duplicate Data Entry
Column mapping (or field mapping) is set up on a 1:N relationship and is typically used to populate fields on the child record from the parent...
3 months ago
Contact Center Deployments
Why does moving from Sandbox to UAT feel like a rebuild? After carefully curating an excellent Sandbox experience with Dynamics 365 Customer S...
4 months ago
Power Apps Vibe Experience: 5 Things I Learned
Have you heard about this new Vibe experience in Power Apps? I have read lots of posts, mainly on LinkedIn, about vibe.powerapps.com. But befo...
5 months ago
Key Features in Copilot for Sales
Copilot for Sales is Microsoft’s AI-powered assistant designed to supercharge Dynamics 365 Sales. Unlike Copilot in Sales, which is built into...
7 months ago
What’s the Difference? Copilot for and Copilot in Sales and Service
Words matter in Dynamics 365’s Copilot offerings. Change one tiny preposition and you are talking about a different product. Microsoft g...
7 months ago
