Tomorrow, I’ll be on a great panel discussion with the Dynamics 365 User Group discussing business rules. If you’re a User Group member, this is free to attend, you just need to register
This morning on 10-Minute Mondays, we reviewed the currently available marketing automation connectors in Power Automate. If you missed it, here’s the recording (we went a big long… it
Sometimes, the out-of-the-box core entities in Dynamics 365 don’t work for your industry or company. “Accounts” might not always be the appropriate word, but everything else about
First of all, you may have noticed that I’ve moved my series from a 30 to 10 minute Mondays. I hope you enjoy the shorter version of this series, it’s been really fun to do so far! Today,
We’ve talked before about how awesome the calendar control is in Dynamics 365. No matter how awesome something is, you’ll likely end up with a user who prefers to use the read-only grid
If you’re using Dynamics 365 for Marketing, a thorough understanding of Segments is an absolute necessity. Segments dictate which marketing goes to which group of Contacts. Today, we’ll
Last month, I blogged about how to spin up a trial environment for Dynamics 365 Customer Engagement. Today, I wanted to walk you through how to spin up a trial environment for D365 for Marketing if
I wanted to continue with some Change Management thoughts today. We talked in a prior blog about change management & a standard project lifecycle. Which is nice during a project phase – but
There are 400 active connectors in Power Automate today. There are 10 document signing connectors. In this morning’s 30 Minute Monday webinar, we reviewed each of the ten connectors. If you
I’m excited to launch a new learning series I’m calling “30 Minute Mondays!” What is “30 Minute Mondays?” Every Monday at 11am EST, I will host a casual, live