Case Closed: Should it become a Knowledge Article?
In Dynamics 365 Customer Service, many organizations dictate that every case should become a knowledge article. The thinking is usually well-i...
11 days ago
crmheidi
How to Review the Microsoft Release Wave Updates: A guide for CRM Admins
Every year, Microsoft publishes two long lists of new, updated and planned features in Dynamics 365 and the Power Platform. As a system admini...
19 days ago
2026 Release Wave 1 Agent Update: Customer Insights – Data
The 2026 release wave 1 update for Customer Insights – Data provides makers with a direct way to connect agents to Customer Insights ...
28 days ago
Business Process Flows in Dynamics 365 CE
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...
1 month ago
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...
1 month ago
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 ...
1 month 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 ...
3 months 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...
4 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 ...
4 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...
5 months ago
