Dynamics 365 Customer Engagement
Canvas Apps, Patch command, & Business Rules
Recently I’ve been doing a LOT of work with canvas apps. As I think I’ve mentioned before (at least once or twice!) my background…
Tag: Rules
Dynamics 365 Customer Engagement
New functionality for Routing Rules
Within Omnichannel, we have the ability to route conversations based on different factors. At this point in time, there’s Skill-Based routing (covered at https://thecrm.ninja/omnichannel-for-dynamics-365-skills-part-ii/),…
Dynamics 365 Customer Engagement
Use business rules in dynamics to populate fields
In my last post – how to use calculated fields to get related record attributes, we were able to get the primary phone number…
Dynamics 365 Customer Engagement
Displaying Information Using Branching Rules & Choice Questions
If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to…
Dynamics 365 Customer Engagement
Combining Variables And Branching Rules
I’ve written about, and done presentations on using Variables in your Forms Pro surveys. We can use them in so many places, but one…