Dynamics User Group
Site
Search
User
Site
Search
User
Customer Engagement
CRM Heidi
New
Customer Engagement requires membership for participation - click to join (it's free)
CRM Heidi
Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!
Home
Subscribe by email
More
Cancel
Posts RSS
Atom
More
Cancel
Monthly archive list
January 2021
(2)
December 2020
(4)
November 2020
(4)
October 2020
(8)
September 2020
(12)
Related
Related Tags
30 minute mondays
business rules
calendar control
Change management
connectors
document signing
dynamic segment templates
Dynamics 365
Dynamics 365 For Marketing
DynamicsCon
Events
flip-switch
Flow
Marketing
marketing forms
microsoft certification
model driven apps
Power Apps
Power Automate
read-only grid
segment
toggle control
trial environment
video
Webinar
Blog post list
Tags
Subscribe by email
More
Cancel
By date
By view count
By comment count
Descending
Ascending
New Video: Lead Scoring with Dynamics 365 for Marketing
HeidiNeuhauser
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...
2021-1-12
Mirror post
segments
Dynamics 365 For Marketing
customer journey
lead scoring
marketing forms
72 views
0 comments
5 days ago
More
Cancel
Model Driven Apps News: New controls & some oldies but goodies are deprecated
HeidiNeuhauser
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...
2021-1-5
Mirror post
Custom Controls
calendar control v2
calendar control
toggle control
model driven apps
42 views
0 comments
12 days ago
More
Cancel
Dynamics 365 System Administrators: Changing System Views in Power Apps
HeidiNeuhauser
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...
2020-12-30
Mirror post
system view
Dynamics 365
system administrator
Power Apps
88 views
0 comments
18 days ago
More
Cancel
Dynamics 365 System Administrators: Creating New System Views in Power Apps
HeidiNeuhauser
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...
2020-12-22
Mirror post
Dynamics 365
add system view
Power Apps
59 views
0 comments
26 days ago
More
Cancel
ClickDimensions eBook
HeidiNeuhauser
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...
2020-12-9
Mirror post
field level mapping
tooltips
clickdimensions
Dynamics 365
ebook
201 views
0 comments
1 month ago
More
Cancel
SMS Connectors for Power Automate
HeidiNeuhauser
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...
2020-12-2
Mirror post
Power Automate
SMS
connectors
88 views
0 comments
1 month ago
More
Cancel
Dynamics 365: How to Add / Remove Entities (Tables) to Global Search
HeidiNeuhauser
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...
2020-11-30
Mirror post
Dynamics 365
global search
custom entities
169 views
0 comments
1 month ago
More
Cancel
I’m 40!!
HeidiNeuhauser
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...
2020-11-24
Mirror post
Uncategorized
107 views
0 comments
1 month ago
More
Cancel
5 Steps to Configure the Flip-Switch Control in Power Apps
HeidiNeuhauser
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 . ...
2020-11-16
Mirror post
flip switch
Dynamics 365
flip-switch
Power Apps
117 views
0 comments
2 months ago
More
Cancel
Integrating Contact Form 7 with Power Automate
HeidiNeuhauser
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...
2020-11-10
Mirror post
contact form 7
power form 7
Power Automate
Forms
145 views
0 comments
2 months ago
More
Cancel
>