We start 2023 with a brand-new series of our Tecman Talks Dynamics and a subject which is everywhere at the moment – fixed price, fixed outcome, fixed timeframe Microsoft Dynamics 365 Business Central implementations. 

We recently had a requirement from a customer to remove access to supplier based account records within Microsoft Dynamics 365 CRM. In this scenario it was to stop the sales staff from accessing supplier accounts records and reviewing the communication in the timeline. Find out how we achieved this using Microsoft Power Automate.

In the first article on this topic, we discussed the benefits of dynamically personalising Microsoft Dynamics 365 Marketing emails to be sent from the Owners of Contacts and exactly how to make it happen.

Real-time Marketing truly has strengthened the personalisation capabilities within Dynamics 365 Marketing. If you have a field on the Contact that you want to dynamically add to an email, the sky really is the limit.

As a Microsoft Dynamics 365 CRM and Power Platform Consultant when I create a new field either on an out of the box table, or as Custom table, I (naturally) assume every user of the system will know what data to enter into that field. But what if the data required is more complex? An example might be a description field where I want to help the user to add the correct type of information. How can you let them know what information the business expects?

Has the scenario ever arisen, when a client or multiple clients have wanted you to automatically send an email with an attachment from CRM, such as sales literature, to a customer to save staff a large proportion of their working day manually processing this on a day-to-day basis?