Dynamics 365 Customer Service

Big Announcements from Microsoft Build 2023

At Microsoft Build, an annual flagship event for developers, Microsoft made some major announcements relating to the potential of AI and the future of its products. Frank Shaw, Chief Communications Officer at Microsoft, says, “We talk about our goal to empower any developer to use any programming language, write code on any operating system and […]

Reopen a Quote in Dynamics 365 using Power Automate

In Dynamics 365, managing your sales quotes efficiently is crucial for maintaining accurate records and effective sales processes. Sometimes, you may need to reopen a Quote that was marked as “Won” and change its status back to “Draft.” In this blog post, we will guide you through the steps to achieve this using Power Automate, […]

Form and Field Security in Dynamics 365

By Emma Thomas, Microsoft Dynamics Consultant Form Security If you’re looking to have separate forms according to specific user roles, you’ll want to take advantage of Form Security. You can restrict access to certain forms based on a users role, or other criteria. Define which security role will need access to a specific form Find […]