Did you know that you can generate a Dynamics 365 Document Template through a workflow? By using the OOB SetWordTemplate action, you can automate the
Author: Cristall
How to Open a Quick Create Phone Call through a Custom Ribbon Button?
Here is another tutorial for you. The requirement is to add a ribbon button so a Customer Service Agent can easily create a Phone Call
Features of Queues (When to use and recommend Queues vs Activities?)
Activities is a list of all activity types such as Email, Phone Call, Task, Appointment, Fax, Letter, etc. Queues is a place where you list
Work Efficiently with XrmToolbox
I personally love learning and has always been passionate on sharing my knowledge especially if it’s about improving productivity. In the past years, I have
Recover recently deleted Dynamics 365 environment
Learn more about the Powershell cmdlets here. It is in preview mode but users with a valid Power Apps license can perform the operations in
