Today’s tip is from Matt Collins-Jones. (Have a tip of your own? Send it to jar@crmtipoftheday.com) I (MCJ that is – t.j) was building a flow yesterday and I was using the manual flow trigger and wanted to upload a document/file. I was in the classic UI and I noticed I couldn’t get the name […]
Tip #1412: Changing the position of the WYSWYG editor buttons
It’s spring time in Australia and our tipsters are coming back! Elaiza Benitez is here (at least that’s what her Twitter handle says). And you can be here too – just email jar@crmtipoftheday.com with your brilliant suggestion and we’ll take care of the rest. For those who have been long time makers with Dynamics 365, […]
Tip #1254: Design Dynamics 365 email templates with the new email editor
In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]
Tip #788: Video Guide to Dynamics 365 Business Rule Changes
In this Video we look at the new options available with Business Rules in the application. Not only does this include the updated editor, but we also look at the new Recommendation Action that is available. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new […]