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Sending emails from the owners of contacts using Microsoft Dynamics 365 Marketing: Part two

Reading time: 2 - 3 minutes

In the first article on this topic, we discussed the benefits of dynamically personalising Microsoft Dynamics 365 Marketing emails to be sent from the Owners of Contacts and exactly how to make it happen.

Sending emails from the owners of contacts using Microsoft Dynamics 365 Marketing: Part one

Reading time: 2 - 3 minutes

Real-time Marketing truly has strengthened the personalisation capabilities within Dynamics 365 Marketing. If you have a field on the Contact that you want to dynamically add to an email, the sky really is the limit.

Using Tooltips to get the right information in Microsoft Dynamics 365 CRM

Reading time: 1 - 2 minutes

As a Microsoft Dynamics 365 CRM and Power Platform Consultant when I create a new field either on an out of the box table, or as Custom table, I (naturally) assume every user of the system will know what data to enter into that field. But what if the data required is more complex? An example might be a description field where I want to help the user to add the correct type of information. How can you let them know what information the business expects?

Automate customer sales material requests with Power Automate, Dataverse and SharePoint

Reading time: 3 - 5 minutes

Has the scenario ever arisen, when a client or multiple clients have wanted you to automatically send an email with an attachment from CRM, such as sales literature, to a customer to save staff a large proportion of their working day manually processing this on a day-to-day basis?

The myriad of options when trying to implement a simple field selection in Microsoft Dynamics 365 CRM

Reading time: 3 - 6 minutes

If anyone has ever taken a Microsoft exam in either Dynamics 365 or, going back further, Dynamics CRM, you'll be familiar with the concept of a question which gives you a couple of sentences about a situation and then some possible solutions to sort it out. Some of these are sensible but, if you've been in this situation before, you'll be familiar with the voice in your head shouting "What! They'd all work!"; obviously you don't actually say it as you'd get kicked out as you're not allowed to speak but you get the gist.

Making Modern Advanced Find in Microsoft Dynamics 365 CRM Work For You

Reading time: 4 - 8 minutes

The more you work with CRM, the more you come to rely on Advanced Find. Most of the time, it’s likely to be a fairly low level search for something like Accounts in Swindon, Contacts called Steve or Cases that ware modified in the last week. But, it can also go into tremendous depth for something like Accounts in Swindon who have an associated Contact called Steve who’ve had a Case modified in the last week. Discover how you can make the most out of Advance Find within Microsoft Dynamics 365 CRM.

Which Microsoft Dynamics 365 Sales licence is right for my business?

Reading time: 2 - 3 minutes

With four main licensing options to choose from when it comes to Microsoft Dynamics 365 Sales (AKA Microsoft Dynamics 365 CRM), how do you make sure you’re picking the best one for your business? In this episode of Tecman Talks Dynamics, that’s exactly what Liam, Jason and Kelly are discussing. Learn more about the key differences between the subscription options, what the costs are and what limitations you need to weigh up when making your decision.