Tip #637: Tipster guide to Microsoft Flow – codeless integration between CRM and other apps

Friday Flow

Apparently, for people who like bending their joints backward, Friday Flow is a thing. We’ve decided to join the bandwagon and in today’s video we will show you how to create a basic workflow between SharePoint and CRM using Microsoft Flow. Flow is a cloud service, currently in preview, that allow you to create automated […]

Tip #536: CRM Online, SharePoint On-premises and OneNote walk into a bar

OneNote

There seems to be a theme here, at CRM Tip of the day, with trios of various components walking into refreshment establishments. On this occasion, it did cost me a few hours of mouse-bending investigation. Enjoy the summary. As we mentioned before, if you carefully followed the steps to configure server-based authentication for Dynamics CRM […]

Tip #218: Sales Literature vs. SharePoint

So you have implemented Dynamics CRM with SharePoint document integration. The mindset of many companies with SharePoint is that SharePoint is where all documents should live, and that is a good idea, as SharePoint provides document collaboration features not found in CRM. However, Microsoft Dynamics CRM includes Sales Literature functionality. The value of sales literature is that […]

Tip #205: Other Really Killer New Features Spring ’14

It’s the last day in the series of topic specific video posts for the Spring ’14 Dynamics CRM Online release. Today we have finish up with a collection of 6 different topics that I have grouped together. When you finish this set in the series give yourself the Spring ’14 Badge of Knowledge. Misc Items […]