Dynamics 365 Customer Engagement
Dynamics 365 – Installing Field Service Power BI Reporting Suite
The next instalment of the Field Service YouTube run is about installing the Templated Solution of Power BI Reports that come for Field Service…
Tag: Dynamics365
Dynamics 365 Customer Engagement
Using PowerApps & Flow to return Dynamics data immediately
I have worked on Canvas apps previously and think they are AWESOME ! I will be creating & mocking up a few Canvas apps…
Dynamics 365 Customer Engagement
Dynamics 365 Security Gotcha – Notes & other related records
I was investigating an issue where a tester was able to view a note against an opportunity which they weren't meant to. This note…
Dynamics 365 Customer Engagement
Dynamics 365 Saturday 2018 Reflection
I had the pleasure of running a workshop at the Sydney Dynamics 365 Saturday event on the 4th of May, 2018. It’s been over…
Dynamics 365 Customer Engagement
Generate Quote PDF attachments in Dynamics through Flow
When needing to generate PDF’s in Dynamics CRM/365, for example on a quote or invoice, you typically need to use a 3rd party solution/add-on…