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CRM Heidi

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    CRM Heidi
    Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!
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    • January 2021 (2)
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    • New Video: Lead Scoring with Dynamics 365 for Marketing

      HeidiNeuhauser
      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
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    • Model Driven Apps News: New controls & some oldies but goodies are deprecated

      HeidiNeuhauser
      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
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    • Dynamics 365 System Administrators: Changing System Views in Power Apps

      HeidiNeuhauser
      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
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    • Dynamics 365 System Administrators: Creating New System Views in Power Apps

      HeidiNeuhauser
      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
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    • ClickDimensions eBook

      HeidiNeuhauser
      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
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    • SMS Connectors for Power Automate

      HeidiNeuhauser
      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
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    • Dynamics 365: How to Add / Remove Entities (Tables) to Global Search

      HeidiNeuhauser
      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
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    • I’m 40!!

      HeidiNeuhauser
      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
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    • 5 Steps to Configure the Flip-Switch Control in Power Apps

      HeidiNeuhauser
      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
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    • Integrating Contact Form 7 with Power Automate

      HeidiNeuhauser
      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
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