CRM Heidi

I made a (short) 3-minute video demo on how to use Lead Scoring in Dynamics 365 for Marketing. When you combine together Lead Scoring, Marketing Forms, Segments and Customer Journeys, you start to see just how powerful Dynamics 365 for Marketing really can be. Take a look at this video and let...

There’s big news in Model Driven Apps controls: new ones have been added (sort of, but still – yay!) and some of my favorites have been deprecated (boo!). The Good While the Flip Switch control is on the list of deprecated controls, it’s simply replaced with the new Toggle c...

Last week, I blogged about how to add a new system view in Power Apps for Dynamics 365 . Today, let’s talk about a simpler update – how you can change your existing system views. Going forward, we assume you will be packaging all changes in solution files in a Sandbox environment, test...

In today’s blog, we walk you through how to add a new system view to Dynamics 365 using Power Apps. Going forward, we assume you will be packaging all changes in solution files in a Sandbox environment, test it and then promote to Production (a System Admin best practice!) The first thing...

Yesterday, ClickDimensions launched their free eBook: Optimizing Dynamics 365: CRM Experts Share Their Advice . I’m thrilled to have participated in this eBook. The eBook has the following areas: Strategy and Organizational Mindset Often-Overlooked Features Mistakes to Avoid There are some...

There are 23 Microsoft-certified connectors in Power Automate that provide SMS solutions. We’ve grouped them 3 ways: Connectors who have SMS as a primary offering. Those who have SMS as a secondary offering. Connectors that are geographically specific or with an extreme niche. Connectors where...

When you’ve added custom entities to your Dynamics 365 environment, you may want some to appear for your users when they use Global Search. Alternatively, perhaps you want to remove some entities that came out-of-the-box that your company isn’t using. Follow these simple steps to add or remove...

I took the past week off to enjoy some wilderness time with my family. We journeyed to the Smoky Mountains in Tennessee and rented a cabin on top of a mountain with incredible views. I also turned 40 while I was there! On my birthday, I watched the sunrise as I drank the best coffee ever , I hiked with...

I love implementing the many UI field level (column) controls available in Power Apps and Dynamics 365. Some of my favorites are the flip switch, input mask, linear slider, star rating and auto complete. Today, I will teach you how to configure one of the simplest of these: the flip switch control . ...

Contact Form 7 is the most popular plug-in for WordPress. Nick Hance, of Reenhanced , recently build and launched Power Form 7 , the Microsoft certified connector for Contact Form 7. One thing I really like about the Power Form 7 connector is that it offers both a trigger and action. Let’s look at...