Accelerators: Nonprofit – part 1 – Fundraising
Microsoft Dynamics is a great set of tools, which cover a lot of the requirements for most situations. These Sales and Service tools tend to focus on a…
Carl Cookson
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ERD Visio Builder – XrmToolBox addon
As with my Org Settings tool, creating Visio diagrams to represent and document your entities and relationships in Dynamics has long been on my list to find a…
Adding to Calendars using Power Automate
D365 Customer Service and Field Service both use Calendars associated with resources to schedule working time. This is accessible via the resource calendar and typically relies on the…
D365 Org DB Settings – XrmToolBox addon
Regular readers (Hi Mum) will remember I have done several articles on Org DB Settings. I have got 2 pages in the top bar dedicated to a description…
Approvals – Showing History in SharePoint
Last week, I took part in the Microsoft 365 Virtual Marathon. This was a branch out for me, as it wasn’t specifically Dynamics 365 or Power Platform related,…
Customer Service Insights
Following on my series of posts about Sales Insights, I thought I would learn more about Customer Service Insights. Sales Insights, in my view, is all around making…
Using Power Automate to generate Data
Previously, I have used Mockaroo and Flow to generate data, but the data I required for demoing the Customer Services Insights functionality has to be linked from existing…
Sales Insights: Sales accelerator
This is the final of a 6 part series on Sales Insights, where I attempt to walk through of the Sales AI functionality that is part of the…
Sales Insights: Predictive Models
This is the fifth in the series on Sales Insights, were I attempt to walkthrough the Sales AI functionality that is part of the suite. The other articles…
Launch (Self) – Check App permissions in Power Apps
On the Twitterverse yesterday, it was announced that you now have the ability to Launch an application to replace itself. https://powerapps.microsoft.com/en-us/blog/formulas-launch-to-self-and-self-operator/ @Sancho Harker, @EY Kalman, @Clarissa Gillin and…