In a previous blog post I wrote about Goals for Product Sales. It would be nice to Power Automate the
Continue readingCategory: Dynamics 365 CE
Slides of my session at DynamicsPower! Brussels 2019
Hereby the slides of my session at DynamicsPower! Brussels 2019 in Belgium on November 16th 2019 about Customer case: Adding
Continue readingGoals for Product Sales based on Opportunity Lines
Goals are useful to keep track of your progress on achieving target revenue. Goal metrics define how a goal will
Continue readingSave API requests by using Filtering attributes and Trigger Conditions to restrict trigger of CDS connector
In the light of the new API limits it’s good to let the Common Data Service (CDS) connector in Flow
Continue readingOut-of-the-box hierarchical relationship on the Territory entity
With release wave 2 we now have out-of-the-box hierarchical relationship on the Territory entity. The Parent (Territory) field has been
Continue readingAdd My Territory view to Opportunities based on Current User
Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE,
Continue readingGenerate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow
The Create Quote PDF capability and the option to enable PDF generation was introduced in version 9.0.1905.2010 of Dynamics 365
Continue readingCopy Price List Items to Quote Lines with Flow
I wanted to write this blog post as an explanation of my answer to a question on the Dynamics 365
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