by zach woods | Feb 19, 2021 | Dynamics 365 for Customer Engagement, Dynamics 365 Marketing, Dynamics 365 Project Operations, Dynamics 365 Project Service Automation, Microsoft Business Applications, Microsoft Power Apps
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...
by zach woods | Feb 11, 2021 | Dynamics 365 Marketing, Microsoft Power Automate
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...
