• How to Create Copies of Microsoft Flows

      Ronelle Raath, 14 October 2019

      In this blog, we’ll cover some ways to copy Microsoft Flows. The methods we’ll cover are using the Save As button, the Send a copy (Preview) button and the Export button.Save As Button:The Save As button works as you would expect. You click the button, input the new Flow name and click Save. This cr

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    • How to Define Sales Weeks in Dynamics 365

      Ronelle Raath, 21 June 2019

      Every business is unique in its own way. Thus, it came as no surprise that one of our Clients requested to change the start date of their Sales week to better suit their business process and reports in Dynamics 365. This can be achieved easily out of the box.Navigation In Dynamics 365; Navigate to S

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    • Activating a workflow that is owned by a disabled user in Dynamics 365

      Ronelle Raath, 31 May 2019

      Recently, while attempting to Activate a draft workflow, I received an Access Error which stated that my User record or Business Unit had been disabled. While activating the workflow, the User account I was performing the action with had the System Administrator role, so I decided to investigate why

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    • Fields not Appearing for OOTB Merge Button in Dynamics 365

      Ronelle Raath, 17 May 2019

      In Dynamics 365 v9 you are able to merge two records together using the Out-Of-The-Box (OOTB) Merge Button. The Merge Button appears when you select up to two records in a View and allows the data of two records to be merged into one. The Merge button will appear in the ribbon. When selecting the M

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    • Using Document Templates in Dynamics 365

      Ronelle Raath, 16 May 2019

      Why use Document Templates in Dynamics 365? Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365 data with just a few clicks as well as ensure a consistent look and feel out to your customers.I have

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    • Unified Interface Settings in Dynamics 365 v9 April 2019 Release

      Ronelle Raath, 13 May 2019

      With the April 2019 Release of Dynamics 365 version 9, a few things have changed. One being the options within the settings cog located at the top right-hand corner of the screen.You now have a few different options: 1.    Personalization Settings 2.    Advanced Setting

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