Sales order line workflows in Dynamics 365

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations.  Specifically, [...]

Flow: Send a List of D365/CRM Records on a Schedule

Scheduled reports have always been a bit of a challenge with D365/CRM. It’s easy to create a workflow to notify users and admins about actions on individual records, but sending a list of records [...]

SharePoint & Flow – Vacation Requests

It’s that time of the season where vacation requests are starting to come in for summer. Whether your organization is small or large, having an approval system in place can be crucial to keep [...]

Top Five Lessons Learned Using Teams

2 years with Microsoft Teams – Top Five Lessons Learned So, you’ve decided to roll out Teams to your IT team, a sub-set of users on a specific project, or your company at large. While the [...]

Outlook and Dynamics 365 mobile apps for iOS

Easy sales management with Outlook and Dynamics 365 mobile apps for iOS If you haven’t installed it yet, take a look at the Outlook mobile app for iOS on Apple’s App Store. This is a must have [...]

Anonymous feedback form

There are lots of pros and cons to working remotely. Pro? Don’t have to head into the office every day. Con? Don’t have a great way to communicate or interact with a team on a [...]