Dynamics 365 Project Operations – Reassign Ownership of Records for Disabled Dynamics 365 Users

Reassigning records when key users leave the organization is an important aspect that should be considered during employee off-boarding. Since such users tend to have some tenure in the organization, they usually own Dynamics Plugins or Workflows making it imperative...

Automate Contact Creation with Power Automate: Identify Existing Records and Avoid Duplicates

Managing leads or contacts from external sources and making sure they are recorded in CRM without duplicates can be tricky sometimes. Depending on your data source you will need to filter for certain information and compare that to what is already entered in your...