Dynamics 365 Customer Engagement
MB 210: Microsoft Dynamics 365 for Sales – Record Creation Rule
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively…
Tag: creation
Dynamics 365 Customer Engagement
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
In this article I am going to explain how we can setup a mailbox in exchange and tie that to a support mailbox in…
Dynamics 365 Customer Engagement
Prevent Contact creation in D365 on tracking Emails from new recipients
Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And…
Dynamics 365 Customer Engagement
Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (2)
To complete our scenario from the previous blog post, we have to create Flow number 2:On status change of the lead: if qualified, then…
Dynamics 365 Customer Engagement
Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (1)
Scenario:Our Sales team would like to share sales documents related to the specific lead/opportunity.Server-based SharePoint integration is enabled and we created a modern team…