Microsoft Flow: The Relate Records Action Demystified!

Last week, I finally managed to get my hands on the illusive Relate Record Action to update my "Send ClickDimensions Emails within a Flow" post. However, I found that while the action appeared simple from the outset, actually implementing it was a little more difficult than I had originally expected, especially as I am not … Continue reading Microsoft Flow: The Relate Records Action Demystified!

Live Chat Episode 2: Career Development within Dynamics!

This week we rounded up some of the best in the community to talk about career development within the ever expanding Power Platform world.We talked about where we all got our start, what the traditional roles are in the industry, what turning points we had in our careers and what advice we would give to … Continue reading Live Chat Episode 2: Career Development within Dynamics!

Dynamics 101: The Core Records – Leads, Contacts and Accounts

At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related. You get a complete picture of your … Continue reading Dynamics 101: The Core Records – Leads, Contacts and Accounts

MBAS Hack4Good Hackathon: What I learned and why I’d do it again.

Build cool things - help others! First things first - I know a lot of my recent posts have been about events I have attended and I promise we'll get back to the good stuff of Dynamics: CE soon, but I wanted to share my experiences in the hopes that it will inspire others to … Continue reading MBAS Hack4Good Hackathon: What I learned and why I’d do it again.

ClickDimensions Releases Unified Interface Update

With the release of Dynamics 9.0 came Microsoft's new Unified Interface, bringing a fresh new look and feel to the Customer Engagement product. Before we take a look at the new ClickDimensions interface, let's explore what Unified Interface is and why Microsoft chose to implement this new look. So what is Unified Interface? Well Microsoft … Continue reading ClickDimensions Releases Unified Interface Update

My first weekend D365 event and why you should attend one!

This weekend I had both the pleasure of attending and the absolute honour of speaking at a D365 Saturday event in my favourite European city - Amsterdam! As with all community events, it was attended by some of the best and the brightest in the Dynamics community with talks ranging from the inspirational to full … Continue reading My first weekend D365 event and why you should attend one!