Auto archive CRM emails in Gmail
Nov20

Auto archive CRM emails in Gmail

We all know that Dynamics CRM offers a POP3/SMTP connection with Gmail. Some of you might be using it and others consider it as an option, either way, you must know that sometimes the connection between both servers might give you a serious headache….(read more) Continue Reading Radoslavov’s Article on their blog Auto archive CRM emails in Gmail We all know that Dynamics CRM offers a POP3/SMTP connection with Gmail. Some...

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Create Opportunity in CRM from an Excel file
Nov12

Create Opportunity in CRM from an Excel file

Remember that the Community is all about sharing knowledge, experience, and best practices with others. Early this year a wrote an article on how to send an email with an attached excel file containing all leads created during the week, kind of like …(read more) Continue Reading Radoslavov’s Article on their blog Create Opportunity in CRM from an Excel file Remember that the Community is all about sharing knowledge,...

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Create CRM Case using Power Virtual Agent
Nov02

Create CRM Case using Power Virtual Agent

Power Virtual Agent is a great piece of software, it makes a lot of people's dream (like mine) to create their own chatbot, real. With this example, I want to share with you how you can use PVA (Power Virtual Agent) to create cases in your Dynamics 3…(read more) Continue Reading Radoslavov’s Article on their blog Create CRM Case using Power Virtual Agent Power Virtual Agent is a great piece of software, it makes a lot...

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Change the owner of a workflow
Oct26

Change the owner of a workflow

Now, I know what you might think by reading only the title of this article “seriously, is this guys joking?”, we’ll wait for it, it is actually a lot different than what you think. I’m not talking about going to a workflow, di…(read more) Continue Reading Radoslavov’s Article on their blog Change the owner of a workflow Now, I know what you might think by reading only the title of this article...

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Change the owner of a workflow
Oct26

Change the owner of a workflow

Now, I know what you might think by reading only the title of this article “seriously, is this guys joking?”, we’ll wait for it, it is actually a lot different than what you think. I’m not talking about going to a workflow, disable it, and assign it to another user. I’m talking about when a workflow is created by user Kiril Radoslavov (who was your CRM administrator), all the system jobs will show him as...

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Dynamics 365 Soft Phone Complete Guide
Oct09

Dynamics 365 Soft Phone Complete Guide

Recently with Release wave 2 plan (https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/) there are a couple of interesting features that for sure can improve Sales and Support efficiency. One of these features is the so-called Soft-Ph…(read more) Continue Reading Radoslavov’s Article on their blog Dynamics 365 Soft Phone Complete Guide Recently with Release wave 2 plan (...

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Set permissions on a BPF
Oct09

Set permissions on a BPF

Sometimes there are cases where you might need to restrict certain users from seeing or using particular Business Process Flow in Dynamics CRM. I know that this is a quite simple process, but you will as much surprised as I was when you notice that t…(read more) Continue Reading Radoslavov’s Article on their blog Set permissions on a BPF Sometimes there are cases where you might need to restrict certain users from seeing...

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"​In"​ Operator in CRM Workflows
Oct09

"​In"​ Operator in CRM Workflows

Today I decided to share this not much as a Tip but rather as a brief explanation of the architecture of CRM and how “In” operator works in particular. Before that a little bit of context to understand the scenario and when to expect simi…(read more) Continue Reading Radoslavov’s Article on their blog “​In”​ Operator in CRM Workflows Today I decided to share this not much as a Tip but rather as a...

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Task Activity set Status instead of user's name
Oct09

Task Activity set Status instead of user's name

Recently Microsoft has released its second major update (October one). Although this adds some new and cool features to CRM, at the same time some of you might be affected by strange changes in the system. First of all, I should thank for the solutio…(read more) Continue Reading Radoslavov’s Article on their blog Task Activity set Status instead of user’s name Recently Microsoft has released its second major update...

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Two Default Views in Dynamics CRM
Oct08

Two Default Views in Dynamics CRM

Have you ever had a situation where you have two default views for certain entity in Dynamics CRM (example Active Accounts and All Accounts)? Two Default Views? This not possible! What if I tell you that it is actually! This happens when moving a …(read more) Continue Reading Radoslavov’s Article on their blog Two Default Views in Dynamics CRM Have you ever had a situation where you have two default views for certain...

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Send Weekly Summary Emails for New Leads
Oct08

Send Weekly Summary Emails for New Leads

The Idea Behind! Recently I receive the challenge from one of our sales people, if we can send automatically summary emails for a weekly created Lead. For example at the end of the week to receive an email of how many Leads have been created from Mon…(read more) Continue Reading Radoslavov’s Article on their blog Send Weekly Summary Emails for New Leads The Idea Behind! Recently I receive the challenge from one of our...

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[Fix]Quick Find not working properly after Dynamics 365 2020 Wave 1 update
Oct08

[Fix]Quick Find not working properly after Dynamics 365 2020 Wave 1 update

Recently, our organization was updated to the new major update 2020 Wave 1. As everyone knows, along with many new and exiting great features, this brings some not so great changes to the system that causes a problem amongst the end-users. Recently …(read more) Continue Reading Radoslavov’s Article on their blog [Fix]Quick Find not working properly after Dynamics 365 2020 Wave 1 update Recently, our organization was...

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Dynamics 365 Integration with TeamViewer
Sep10

Dynamics 365 Integration with TeamViewer

Before I begin, I will start with this solution is free, however, it requires a Corporate Subscription for Team Viewer, so it cannot be used with the standard free user license. It is very common for Customer Support agents to require a 1:1 session with the customer in order to assist him better. Most of the time is done via chat or desktop screening sessions. One of the most used software for establishing a Remote Viewing session...

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Dynamics CRM Soft-Phone Complete Guide
Aug06

Dynamics CRM Soft-Phone Complete Guide

Integrate your VOIP with Dynamics 365 to help your Sales and Support teams. Recently with Release wave 2 plan (https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/) there are a couple of interesting features that for sure can improve Sales and Support efficiency. One of these features is the so-called Soft-Phone. For those of you who don’t know what the soft-phone is, basically, it is a virtual phone (VOIP) where...

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.