Postcode Region Mapping via Workflow
I recently delivered a session at Dynamics 365 Saturday Scotland covering some advanced functionality you can implement in your Dynamics 365 environment using free custom workflow activities. To…
Ryan Maclean
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Custom Rollup fields – Ryan Maclean
Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been…
Custom Rollup fields
Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been…
Excel Project Plan – Ryan Maclean
This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project,…
Excel Project Plan
This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project,…
Setting a Lookup from a Workflow – Ryan Maclean
One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the…
Setting a Lookup from a Workflow
One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the…
CRM Development – As easy as making a cup of tea?
Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am…
CRM Development – As easy as making a cup of tea? – Ryan Maclean
Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am…
Designing CRM Forms for User Experience
Introduction In order to ensure User Adoption of CRM is successful and that the system is delivering results for Users, it is important to ensure that their experience…