CRM Heidi

Next up in our Flow 101 series is building an automated cloud flow. Below, we will discuss what an automated cloud flow is, talk about planning and dive into a comprehensive step-by-step of how to build one. What is an automated cloud flow? If you are coming from the traditional CRM workflow mindset...

I’ve been talking to some friends, colleagues and fellow Dynamics 365 CRM experts lately about the difficulty in moving from a standard CRM Workflow mindset to Flow. And while there is ample documentation and training materials for making Flows using Power Automate, there seems to be a lack of materials...

One of the newer controls available in Power Apps is the toggle control. It replaces the deprecated Flip Switch control. In today’s blog, I’ll walk you through how to configure this control in a model-driven app in Power Apps. Toggle control! First Step: Add a Yes/No Column to a ...

Wow did DynamicsCon bring their A-game this year or what?! Way to kick 2021 Dynamics 365 conference off with a bang! Great content, great speakers and great networking – I’m not sure we could have asked for anything more. I was absolutely thrilled to present my session Dynamics 365 CRM...

There’s a great FREE virtual conference happening next week – and you need to attend! There’s great content to be had in a number of Microsoft tracks: Business Central Customer Engagement Dynamics GP Finance & Operations Power Platform When is DynamicsCon? This excellent virtual...

Can you believe it? My blog had NO contact form on it until about thirty minutes ago. Goodness, don’t tell my past marketing self about this, she just wouldn’t understand. The Problem: I need to add a Contact Form to my WordPress website Unbelievable! Alas, this is something that is...

Shameless plug to attend my Power Automate session! A Free Virtual Event: Scottish Summit This Saturday is Scottish Summit , a free virtual event. If you haven’t signed up yet, secure your free ticket here . There are more than 300 session that will be presented – and there is sure to be...

Last month, we took a tour of Dynamics 365 for Marketing and learned about configuring their Lead Scoring model . I’m an equal-opportunity-marketing-automation user, and I personally love the ClickDimensions product, so I thought I should also walk through their platform. In the 4-minute long...

This morning, we held our 2021 Q1 Chapter meeting of the Philadelphia Dynamics 365 User Group. It was an exciting 1 hour and 45 minutes where we learned how food motivated our members are and also saw pretty spectacular demos from RSM and Microsoft. The full video replay can be found below. I’ll also...

Today, I’m going to show you how to update two things with Global Search in Dynamics 365: Modifying the three columns (fields) displayed in the search results screen. Adding/removing tables (entities) searched. Both of these items are done using extremely simple configuration – anyone...