Let me start 2022 slowly, with a tip how to avoid annual cleanup. It all started with this email: Darn, I completely forgot about those folders and big thumbs up to Richard for reminding me. Richard is one in a million though, most would simply ignore the shared folders. Until such time when you drop […]
SharePoint lists (and now Microsoft Lists) are an easy way to quickly create lists of data for use in a Power App. Makers can quickly create lists, add fields, and populate data for canvas apps. However, not all apps are equal from a complexity perspective. If the app is simple and contains data that is […]
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 […]
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 […]
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 […]
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 […]
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