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Since we are still waiting for the official MCP release for Business Central, I was wondering what we can do without it for now. Our “low code/no code” tool of choice will be Copilot St…

Emails! People write emails every day. In 2019, it’s estimated 293 Billion emails will be sent and only 45% of that will be spam. Email functionality is something that has been unloved in D365 Customer Engagement for several years/versions but in the last year or so, we have had a couple of updates. These include a rich text editor, email preview and email engagement (tracking delivery, opening of emails, opening of attachments) and it looks like it’s not stopping. The 2019 Wave 2 releasing th

Quick Tips - a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance. One of my favourite actions in a Workflow is the SetWordTemplate action which I have used across numerous deployments, shown off in presentations and may have blogged about it. It allows you to call a specific Word Template, run it against a record in D365CE and then it will attach it to the notes section of the record. However, I recently created a custom entity and didn’t have a

Quick Tips - a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance. Not since the birth of the iPhone has technology been so App dependant. Dynamics 365 and the new PowerPlatform is no different, but this is all Canvas and Model Driven Apps. Apps, Apps, Apps, it’s all App Crazy! With Apps driving the user experience and the fact that you can create as many as you want for your users; you can get into situations where you have so many Apps in your

There are a lot of people with nicknames in the D365 community, The CRM Chart Guy, The API Guy, EmojiMegs; these are people synonymous with either a feature or areas of the product(s). With how much I write and present on Word templates, not even the amount that I do at work, I think i’m going to get the nickname Matt “Word Templates” Collins...in fact, I need to find a better name than that. On my run up to User Group Summit EMEA, where I got to present on Word Templates, I learned a few more

There are a lot of people with nicknames in the D365 community, The CRM Chart Guy, The API Guy, EmojiMegs; these are people synonymous with either a feature or areas of the product(s). With how much I write and present on Word templates, not even the amount that I do at work, I think i’m going to get the nickname Matt “Word Templates” Collins...in fact, I need to find a better name than that. On my run up to User Group Summit EMEA, where I got to present on Word Templates, I learned a few more

In the first two parts to this blog series, we learned how to create a simple letter/mailmerge as well as Quotes using repeating lines in a table. These are some of the basics which you can build upon to create more complex Word Templates. One thing we haven’t touched on yet is automation, how can we automate any of these processes and bring some value added to your D365CE enviroment. An example you might want to use would be to generate reports of Opportunities on an Account. Maybe this is a k

Emails! People write emails every day. In 2019, it’s estimated 293 Billion emails will be sent and only 45% of that will be spam. Email functionality is something that has been unloved in D365 Customer Engagement for several years/versions but in the last year or so, we have had a couple of updates. These include a rich text editor, email preview and email engagement (tracking delivery, opening of emails, opening of attachments) and it looks like it’s not stopping. The 2019 Wave 2 releasing th

Quick Tips - a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance. One of my favourite actions in a Workflow is the SetWordTemplate action which I have used across numerous deployments, shown off in presentations and may have blogged about it. It allows you to call a specific Word Template, run it against a record in D365CE and then it will attach it to the notes section of the record. However, I recently created a custom entity and didn’t have a

Emails! People write emails every day. In 2019, it’s estimated 293 Billion emails will be sent and only 45% of that will be spam. Email functionality is something that has been unloved in D365 Customer Engagement for several years/versions but in the last year or so, we have had a couple of updates. These include a rich text editor, email preview and email engagement (tracking delivery, opening of emails, opening of attachments) and it looks like it’s not stopping. The 2019 Wave 2 releasing th

Quick Tips - a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance. One of my favourite actions in a Workflow is the SetWordTemplate action which I have used across numerous deployments, shown off in presentations and may have blogged about it. It allows you to call a specific Word Template, run it against a record in D365CE and then it will attach it to the notes section of the record. However, I recently created a custom entity and didn’t have a

Emails! People write emails every day. In 2019, it’s estimated 293 Billion emails will be sent and only 45% of that will be spam. Email functionality is something that has been unloved in D365 Customer Engagement for several years/versions but in the last year or so, we have had a couple of updates. These include a rich text editor, email preview and email engagement (tracking delivery, opening of emails, opening of attachments) and it looks like it’s not stopping. The 2019 Wave 2 releasing th