by Warren Butler | Apr 10, 2024 | Dynamics Features, Insights, What's new?
The ability to link activities to multiple records in Dynamics 365 has been a frequent user request. That’s why we’re excited to see the introduction of a new feature that enables email activities to be linked to multiple related records. For example, this... 
by Warren Butler | Apr 8, 2024 | Digital Transformation, Insights, Portals, Power Platform
Power Pages includes ready-made website templates that accelerate the development of data-driven, self-service sites connected to Dynamics 365 and Dataverse. This article covers eight templates across two categories. The first four are general-purpose: application... 
by Daniel Norris | Mar 28, 2024 | Dynamics Features, Insights, Security, What's new?
Empowering administrators to tightly control user access to specific Dataverse tables is key to security and data integrity within Dynamics 365. To better support admins, a simplified and enhanced interface is now available for managing security roles. Previously,... 
by Warren Butler | Mar 26, 2024 | Advice, Insights, Power Platform
Integrating Dynamics 365 with other data sources requires decisions about data flow direction, sync frequency, mapping, conflict resolution, and error handling before any configuration begins. Getting these wrong leads to duplicates, sync failures, and untrustworthy... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Dynamics 365 includes a built-in import wizard for bulk-loading records from CSV and Excel files into Dataverse. The tool handles field mapping, duplicate detection, and import tracking, but the quality of your results depends on how well you prepare the data... 
by Warren Butler | Mar 19, 2024 | Advice, Digital Transformation, Insights, Power Platform
Power Automate converts repetitive manual tasks into automated workflows using low-code tools and over 1,000 prebuilt connectors. This article covers 17 examples of flows we have built for organisations, grouped into four categories: real-time alerts and...