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Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!

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Power Automate

Flow 101: Building an automated cloud flow

April 12, 2021April 12, 2021
Posted by Heidi Neuhauser
Next up in our Flow 101 series is building an automated cloud flow. Below, we will discuss what an automated cloud flow is, talk about planning and dive into a comprehensive step-by-step of how to
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Power Automate

Flow 101: An overview for the absolute beginner

April 5, 2021April 5, 2021
Posted by Heidi Neuhauser
I’ve been talking to some friends, colleagues and fellow Dynamics 365 CRM experts lately about the difficulty in moving from a standard CRM Workflow mindset to Flow. And while there is ample
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Power Apps

Toggle Control for Power Apps

March 26, 2021March 26, 2021
Posted by Heidi Neuhauser
One of the newer controls available in Power Apps is the toggle control. It replaces the deprecated Flip Switch control. In today’s blog, I’ll walk you through how to configure this
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Dynamics 365, Events

DynamicsCon Recap

March 19, 2021March 19, 2021
Posted by Heidi Neuhauser
Wow did DynamicsCon bring their A-game this year or what?! Way to kick 2021 Dynamics 365 conference off with a bang! Great content, great speakers and great networking – I’m not sure we
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Dynamics 365, Events

DynamicsCon is Next Week!

March 12, 2021March 12, 2021
Posted by Heidi Neuhauser
There’s a great FREE virtual conference happening next week – and you need to attend! There’s great content to be had in a number of Microsoft tracks: Business Central Customer
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Power Automate

Contact Form 7 & Power Automate

March 5, 2021March 5, 2021
Posted by Heidi Neuhauser
Can you believe it? My blog had NO contact form on it until about thirty minutes ago. Goodness, don’t tell my past marketing self about this, she just wouldn’t understand. The Problem: I
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Events, Power Automate

Scottish Summit: Join Me for an Hour in the Power Automate Connector World!

February 23, 2021February 23, 2021
Posted by Heidi Neuhauser
A Free Virtual Event: Scottish Summit This Saturday is Scottish Summit, a free virtual event. If you haven’t signed up yet, secure your free ticket here. There are more than 300 session that
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Dynamics 365

ClickDimensions: A Tour in the Dynamics 365 Unified Interface / Model-Driven App

February 22, 2021February 22, 2021
Posted by Heidi Neuhauser
Last month, we took a tour of Dynamics 365 for Marketing and learned about configuring their Lead Scoring model. I’m an equal-opportunity-marketing-automation user, and I personally love the
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Events

Dynamics 365 CE User Group Philadelphia Meet-Up

February 19, 2021February 19, 2021
Posted by Heidi Neuhauser
This morning, we held our 2021 Q1 Chapter meeting of the Philadelphia Dynamics 365 User Group. It was an exciting 1 hour and 45 minutes where we learned how food motivated our members are and also
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Dynamics 365

Dynamics 365 System Administrators: Global Search Configuration Tools

February 12, 2021February 12, 2021
Posted by Heidi Neuhauser
Today, I’m going to show you how to update two things with Global Search in Dynamics 365: Modifying the three columns (fields) displayed in the search results screen. Adding/removing tables
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My YouTube Channel

Heidi Neuhauser

Welcome to my YouTube channel, where we talk all things Dynamics 365, Power Apps, Power Platform and user adoption. My goal is to provide valuable tips, tricks and late-breaking news about Dynamics 365 and the Power Platform that can equip you to better manage your system and enhance user adoption at your organization!

https://www.youtube.com/watch?v=tyP-0Exsqtc

Heidi Neuhauser
Next up in our Flow 101 series is building an automated cloud flow. In this video, we discuss what an automated cloud flow is, talk about planning and dive into a comprehensive step-by-step of how to build one. In this example, we use 4 connectors in Power Automate: Gravity Forms by reenhanced, Approvals, Notifications and Office 365 Outlook.
Flow 101: Making an Automated Cloud Flow in Power Automate
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_BrjQqh2Gf98
Over the weekend, two new connectors were added to Power Automate. Learn more about each here:
- Risk IQ Passive Total: https://www.connectorreview.com/#/c/riskiqpassivetotal

- Resco Cloud: https://www.connectorreview.com/#/c/rescocloud
2 New Power Automate Connectors: Risk IQ Passive Total & Resco Cloud
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_At23iQ2vpBg
If you're new to Flow & Power Automate, here's an introduction for you. We walk through where to build a flow, what types of flows you can create, anatomy of a flow and talk about some resources to help you learn more.
Flow 101: An overview for beginners to Power Automate
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_9aaTGMJjVkE
I sit down with Steve Webb, VP of Product Development for The Portal Connector. We discuss their Power Automate connector, how customers are using it today, what's coming in the future and view a live demo of a flow using The Portal Connector and Microsoft Translator V2.
Interview with The Portal Connector: Deep Dive into their New Power Automate Connector
YouTube Video VVVQZUVHNlhVMUsxa0QxQ2NubTFCX3FnLllwemw2T0RCX1Q4
A long overdue short video describing what sort of content you'll find here at CRM Heidi!
Welcome to my YouTube channel!
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_tyP-0Exsqtc
Three new Power Automate connectors were added to the Flow universe over the weekend: Aletheia, HrFlow.ai and Powell Teams. These Microsoft-certified connectors offer solutions for the finance industry, Human Resources and Microsoft Teams. Let’s meet each of these connectors, talk about potential use cases and offer our reviews on each.
New Power Automate Connectors: Aletheia, HrFlow.ai & Powell Teams
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_QBQKvqSz8t4
In this video, you will see how to add a Yes/No column to a table, add it to a form and apply the Toggle UI Control.
How to Implement the Toggle Control in a Model-Driven App in Power Apps
YouTube Video VVVQZUVHNlhVMUsxa0QxQ2NubTFCX3FnLnVUTjBUQnVlS3RF
There are three new Power Automate connectors available. StaffCircle is great for human resources. SmartDialog is another solution for SMS/WhatsApp. ClickSend Postcards offers direct mail solutions.
Power Automate News: 3 New Connectors Added! StaffCircle, SmartDialog and ClickSend Postcard.
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_6p9R_54_uJE
Hey System Administrators! Want to learn WHY Solution Management is important? Here are some best practices on thigs you should and should not be doing!
How to Use Good Solution Management in Dynamics 365
YouTube Video VVVQZUVHNlhVMUsxa0QxQ2NubTFCX3FnLnhtaWl3QjdpQlVV
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CRMHeidiHeidi Neuhauser@CRMHeidi·
13 Apr

Check out this in-depth Flow 101 How-To video: How to Build an Automated Cloud Flow in #PowerAutomate. 20-minutes long, but walks through the entire process: planning to testing to implementation. Let me know what you think! https://youtu.be/BrjQqh2Gf98

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CRMHeidiHeidi Neuhauser@CRMHeidi·
12 Apr

Flow 101: How to build an automated cloud flow in #PowerAutomate This example uses @gravityforms, #Approvals & @Outlook. https://www.crmheidi.com/index.php/2021/04/12/flow-101-building-an-automated-cloud-flow/

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CRMHeidiHeidi Neuhauser@CRMHeidi·
8 Apr

If you work in the financial services industry, especially banking & insurance, check out the #Dynamics365 industry accelerators to save time and money on your implementation. #banking #insurance
https://reenhanced.com/2021/dynamics-365-industry-accelerators-for-the-financial-services-industry/

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eshuppsEric Shupps@eshupps·
7 Apr

Wow, I don't even want to contemplate how much work this took. Great job @crmheidi!

https://www.connectorreview.com/

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CRMHeidiHeidi Neuhauser@CRMHeidi·
7 Apr

Two new #PowerAutomate connectors were added: RiskIQ Passive Total & Resco Cloud. Learn more about each in this 2 and a half minute long video! https://youtu.be/At23iQ2vpBg

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