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Dian Taylor, Author at 365 Community

2023 Release Wave 1: D365 Sales Release Notes | Part 1

It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were published! I dove into the documentation and decided to do read through of all the features to (hopefully) give you a better understanding of what’s coming in this wave. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at someRead… Continue Reading Dian...

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Schedule weekly email with quote details and hyperlink | Part 2

Last week I wrote part 1 of my article on how you can use Power Automate to automatically send a weekly email with data from Dynamics 365 Sales, or Dataverse. If you haven’t read the article yet, I would suggest doing that first. You can access the article here. In today’s article I am going to finish building the Power Automate flow. Last week we left off at the ‘ListRead More Continue Reading Dian Taylor’s...

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Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

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Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Auto-send weekly email with quote details and hyperlink – YouTube

Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...

Read More

Schedule weekly email with quote details and hyperlink | Part 1

In todays article I am going to explain a specific requirement and show you how we can use power automate to satisfy this particular requirement. A few months ago I had to demonstrate a scenario where sales people needed to get a reminder for outstanding quotes they needed to follow up on. The sales people would create quotes on a daily bases, but not all quotes would be completed ‘allRead… Continue Reading Dian...

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Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More

Modernized Case Grids – YouTube

Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurable by makers. The problem with the ‘regular’ case grids is that there is no way to show relevant data from other tables. (I’m referring to...

Read More