Category Archives: Dynamics 365 CRM

Dynamics 365 – New Feature Update Ability to View Documents from SharePoint

Posted on December 31, 2019 by Steven Jacobowitz

A new feature in the Dynamics 365 2019 Release Wave 2 is the ability to display the related SharePoint documents (when using the native Dynamics SharePoint integration) on the main form. Previously these documents could only be accessed via the related items menu. Continue reading →

Posted in CRM Announcements, CRM Configuration, Dynamics 365, Dynamics 365 CRM, Dynamics 365 Fall Release Features | Tagged , , | Leave a comment

Automating Surveys using Microsoft Forms Pro and Microsoft Flow (Part 2)

Posted on August 28, 2019 by Steven Jacobowitz

Sorry I was a little late with the post this week.  I had a few items on my plate and didn’t have the time to pay attention to this second part of the blog on Forms Pro and Microsoft Flow. … Continue reading →

Posted in Configuring Dynamics 365 CRM, CRM Workflow, Dynamics 365, Dynamics 365 CRM, Forms Pro, MS Flow, Survey Creation, Workflow | Leave a comment

Automating Surveys using Microsoft Forms Pro and Microsoft Flow (Part 1)

Posted on August 20, 2019 by Steven Jacobowitz

Overview and creating your first survey. About 4 months ago, Microsoft announced it was going to sunset Voice of the Customer for survey creation and replace it with a new product call Microsoft Forms Pro. I have worked with both … Continue reading →

Posted in Dynamics 365, Dynamics 365 CRM, Forms Pro, MS Flow, Survey Creation | Tagged , , , , , | Leave a comment