So now that we've looked at how to send ClickDimensions emails using Flow, our next step is to send an email containing data from any record in Dynamics! They said it couldn't be done, but I'm here to prove them wrong! We're going to be taking a look at this process and how to automate … Continue reading How to send ClickDimensions emails with data from ANY record!
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!
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!
This week I had the pleasure of hosting an impromptu chat with Summit Veterans to bring you top tips on how to get the most out of your wild User Group Summit Week! We talked about everything Summit from what to wear all the way to what swag to watch out for! Tune in for … Continue reading Live Summit Chat!
Yesterday while I was driving home from CRMUG in Chattanooga, TN, I was listening to the CRM MVP Podcast Episode 58 hosted by the fantastic Forms Pro guru Megan Walker. In this episode (which I highly recommend giving a listen to!) Megan talks about her top 10 favourite things about Forms Pro. I found this … Continue reading Marketing Lists vs Views
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
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.
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
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!
Are you completely new to Dynamics and have no clue where to start? Perhaps you've started a new job that uses Dynamics 365 to manage their Customer Relationships or you're wondering what all the fuss is about? Do all these conversations about Entities and Modules and Relationships and Records have you as confused as this … Continue reading The Many Faces of Dynamics CE