D365 Tips

T#14 Segment Manager Dynamics 365 for marketing

Dynamics 365 for marketing segment manager is an XrmToolBox tool allowing you to easily import an Excel sheet of contacts into your segment.

T#13 Portal Impersonate

PowerApps "Portal Impersonate" is an xrmtoolbox new tool. It allows for developpers and functional consultants to easily investigate some...

T#12 Power Automate : Read Excel File from Dataverse

Did you ever have to read an excel file upon uploading it to Dataverse? Do you know that your flow can trigger upon updating an excel...

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T#11 Merge Duplicates: Newest options

Merge records by choosing fields with data, view fields with conflicting data, enable parent check, ... all you need to know about merging!

T#10 Generate Random Number PowerApps

I thought yesterday of creating a PowerApp to enjoy playing some games between colleagues at work! I will be posting soon both the...

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T#9 Ask Alexa about your CRM Data

Have you ever wanted to ask Alexa about your current month's total sales? Or about the number of orders during the past month? Check out..

T#8 Attach Documents to CRM via flow

Attach a file on the OneDrive/FTP to your CRM records… This could be automated!

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T#7 Dynamics 365 for Marketing | Freemarkers

Dynamics 365 for Marketing is a great tool that allows marketing users to send bulk emails to contacts. In order to target your customers...

T#6 Data Import++ : Extending Import of data in CRM

Data Import++ is an XrmToolBox tool that allows you to Create - Upsert - Update and Delete records based on an Excel data import file....

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T#5 UPSERT to CRM via FLOW

Is it possible to Import data from an Excel file to CRM via Flow? What are the possible CRM actions? Create, Update and Delete. What if...

Dynamics 365 - Technical Functional Tips