CRM Heidi

I needed to make a new Dynamics 365 free trial environment for Sales, and noticed that the site has changed, and so have the general step-by-step instructions I’d previously posted here on CRM Heidi . Here is the new way to get started with a free trial. There are many Dynamics 365 trials available...

Using the Gravity Forms Power Automate connector, you can upload files to SharePoint from WordPress. How cool is that? Let’s take a look at what you need to do to build this flow for your own organization. The whole enchilada: here’s the final Flow we will build. What is Gravity Forms...

Holy moly did this one get me excited! The education industry accelerator gives schools the ability to streamline their student, teacher and administrator experience. Please, please, please local school district: implement this! It will make my parent life so much easier. Heidi Neuhauser (and probably...

It’s been a few months since we talked about the custom controls in Power Apps that were deprecated in April 2021 (RIP Website Preview, Radial Knob, Linear Slider, Flip Switch and others). I also haven’t revisited a fun topic of “where do I implement these controls?!” since my March 2021 DynamicsCon...

A client asked this question: can a file type column be used in a Business Rule ? Specifically, they’re looking to use the file field as a condition. Which could make some interesting use cases in a Business Rule: If the file field is blank, set another field value. If the file field contains...

Business rules are a powerful available to any Dynamics 365 System Administrator. They allow you to use a simple drag-and-drop interface to perform complex logic on a form. One intriguing option available using a business rule is to provide a recommendation to your users. What does an Error Message...

Last week, Microsoft announced the new model-driven app design experience. For any Dynamics 365 online and Power Platform customers, this presents a brand new way to build. With any big change, it can be a little overwhelming learning to navigate a new interface at first. In this blog, I’ll walk through...

Get started quickly with building your Flow by using a Power Automate template. Templates are pre-packaged flows that get you up and running quickly. They use popular use cases and save you loads of time versus building the same thing from scratch. Take a look at the full list of available templates...

Today, we will review the benefits of automating your business using low code and no code platforms. Specifically, we will evaluate Microsoft Dynamics 365 CRM and the Power Platform. Many things that once required the skill of a developer are now able to be accomplished by less technical staff, like...

Business Rules are an extremely valuable, out-of-the-box, low-code/no-code tool for Dynamics 365 System Administrators. There are many actions available to configure using Business Rules: Recommendation Lock/Unlock Show Error Message Set Field Value Set Default Value Set Business Required Set Visibili...