D365 Workflows give Users Superpowers. That’s why a Workflow has Scope.
August 5, 2019

In this blog we discuss the importance of determining the scope of a Workflow and the best way to communicate this need in non-technical language.

Dynamics 365 Customer Engagement Application Portability
December 28, 2018

In today’s blog, we detail the methodology for successful portal deployment in the Dynamics 365 Customer Engagement Application.

And Operator in Flow
December 10, 2018

Read this blog to learn about Microsoft Flow’s And operator, which enhances the automation potential of our workflows – check it out!

microsoft flow
Use Microsoft Flow with Dynamics 365 for Customer Engagement
October 2, 2018

Today we’ll talk about an exciting feature of Microsoft Flow: an action called ‘apply to each’ which can aid with your customer engagement!

Creating a Dynamics 365 Workflow with Microsoft Flow
April 20, 2018

Microsoft Flow is a great tool for users without significant coding knowledge to create effective workflows within their Dynamics 365 system.

The Power of Microsoft Flow Paired with Dynamics 365
November 6, 2017

Learn how you can use Microsoft Flow with Dynamics 365 to set up workflows and trigger actions within or across web accessible applications.

Capturing Pre and Post Values
Real-Time Workflow: Capturing Pre and Post Values
July 17, 2017

In Dynamics 365, field values can change all the time. Generally speaking, we only care what a field’s current value is, but there are certainly cases where we need to

is it a workflow
Is it Magic? Or is it a Workflow?
April 17, 2017

Workflows are the cornerstone of process automation in Dynamics 365. They are powerful, easy to use, and are shockingly flexible. Workflows streamline work, allowing your employees to spend more time

Cases Not Yet Assigned to a Queue
How to Use Workflows to Find Cases Not Yet Assigned to a Queue
November 21, 2016

Have you ever wanted to create a view of cases that have not yet been assigned to a queue in Microsoft Dynamics 365? Today’s blog will walk you through a

Dear Joe: Unsubscribes in PowerMailChimp are Making Me CRAZY!
August 25, 2016

Dear Joe, I’ve been using PowerMailChimp for years and love being able to see our statistics in CRM. We’ve been able to increase our client engagement with our mailing two-fold!

Workflow Generated Email stuck in “Pending Send” – Get it sent!
June 13, 2016

If you have a custom workflow email stuck in CRM with a status reason of “Pending Send,” then today’s blog is for you! Today we’ll show you how to get

Take Your Disk Space to the MAX: Automatically Delete Completed Workflow Jobs in CRM 2015
December 2, 2015

Workflows are a powerful tool that CRM users can utilize to create records, update records, send emails, and much more. CRM automatically archives the system job records for each workflow