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Recently I had the pleasure of presenting at the D365 Birmingham User Group Meeting. Thanks to everyone that attended. Was really fun and I learnt a whole lot. For those of you that haven’t been to one of the D365UG meetings, and if you are utilising Dynamics 365, I suggest that you join and get […]

CRM, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service 0

I’m going to share something life changing with you right now. Perhaps I’m the only one that ever experienced this… who knows, but I thought I’d share it anyway. Have you ever created a workflow and added the “Update / Create Record” function? Have you ever created an “Automated Record Creation Rule” and added the […]

CRM, Dynamics 365 for Customer Engagement 0

Recently I had the privileged of having a chat to Addi Ammar, one of the Dynamics 365 housing specialists at Hitachi Solutions and also one of my mates. Addi is SUPER passionate about housing and has working in the industry for over 5 years. Her passion for the technology and for how it can be […]

Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Office 365 0

In part 2 of this 3 post series I spoke about the Microsoft and how you are able to keep up to date with what is being released, so that you don’t end up building something into your Dynamics 365 implementation that is going to be added in a next release. In this post, I […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales 0