Tip #1282: Dynamics 365 customization & configuration using the Power Platform

Configuration

In this video, we show how and where to find the typical items that Dynamics 365 consultants worked with to configure and customize Dynamics 365 applications using the Power Platform. We will demonstrate how to find and change common tasks like administrative and business settings, security roles, email configuration and more. In addition, we will […]

Tip #947: Video Guide to Working with Activity Feeds and Auto Post Creation

Hummingbird in flight

In this video we look at Dynamics 365’s Activity Feed feature. We walk through how to configure Auto Posting at an Entity level, as well as how to enable the specific rules. In addition we explore how to create a workflow to handle creating rules that are not available by default. Give us your feedback, […]

Tip #877: Video Guide to Email Engagement in Dynamics 365 Relationship Insights

Email engagement

In this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]

Tip #872: Video Guide to Dynamics 365 Relationship Insights

A marriage certificate paper being cut in two by scissors

In this video we look at the Dynamics 365 new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]