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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