CRM Heidi

Sometimes, the out-of-the-box core entities in Dynamics 365 don’t work for your industry or company. “Accounts” might not always be the appropriate word, but everything else about the function of this entity works perfectly. In this scenario, rather than simply renaming the entity, you can update an...

First of all, you may have noticed that I’ve moved my series from a 30 to 10 minute Mondays. I hope you enjoy the shorter version of this series, it’s been really fun to do so far! Today, I interviewed Nick Hance, owner of Reenhanced . (Full disclosure: Nick is my business partner and...

We’ve talked before about how awesome the calendar control is in Dynamics 365. No matter how awesome something is, you’ll likely end up with a user who prefers to use the read-only grid instead of the calendar. If it happens to you, I have good news! You can teach your user to toggle from a calendar...

If you’re using Dynamics 365 for Marketing, a thorough understanding of Segments is an absolute necessity. Segments dictate which marketing goes to which group of Contacts. Today, we’ll take a look at static versus dynamic segments and templates that you can use in Dynamics 365 for Mark...

Last month, I blogged about how to spin up a trial environment for Dynamics 365 Customer Engagement . Today, I wanted to walk you through how to spin up a trial environment for D365 for Marketing if you, like me!, wanted to check out a few things and test drive it. Things to know about your Dynamics...

I wanted to continue with some Change Management thoughts today. We talked in a prior blog about change management & a standard project lifecycle. Which is nice during a project phase – but what about managing ongoing change? You have requirements popping in almost daily. Some are BIG changes for...

There are 400 active connectors in Power Automate today. There are 10 document signing connectors. In this morning’s 30 Minute Monday webinar, we reviewed each of the ten connectors. If you missed 30 Minute Mondays, here’s the full recording from this morning. Our 30-minute session...

I’m excited to launch a new learning series I’m calling “30 Minute Mondays!” What is “30 Minute Mondays?” Every Monday at 11am EST, I will host a casual, live Teams meeting to review a topic about Dynamics 365, Power Platform or Power Automate. As we build...

My children are both in remote learning classrooms, like I think a lot are today. There’s a big problem I’ve noticed: Teachers who are doing remote education are having to stop mid-stream teaching to help students with one-off technical problems. What can we make to help them? My idea...

A few weeks ago, I was on a panel with some pretty awesome Dynamics 365 pals about Change Management. One of the discussion items was about how you can adopt change management best practices into your Dynamics 365 project or enhancement. One thing that all panelists agreed upon was that change management...