In my previous post I explored the current Dynamics 365 Customer Engagement solution update practices and used the Playbooks feature as an example. Here’s a quick overview of what the
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It’s a question we hear all the time: “why do I need to track my activities in our CRM solution?” And it is often accompanied by other questions like, “why
About Dan Hesketh FOUNDER, DIRECTOR & MICROSOFT CERTIFIED PROFESSIONAL Driven by a naturally inquisitive mind, Dan has turned his love of logic and process into a passion
Adviser activity can be a roller coaster ride. But this also applies to any sales-based business. There’s a tendency by many of us to focus on where the “action” is. You’ve
In the previous article Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 3, I showed you how install your custom workflow activity using
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