Companies often use Business Process Flows for their sales process, customer service or project management but they can also be used for much more.
You will learn all there is about BPFs. From how to create a new BPF, create branching for alternative outcomes and link automation to take your BPF to the next level.
Microsoft has been putting a lot of work into integrating Microsoft Teams with Dynamics 365 and Power Platform. In this session we cover great new features that are available right now, as well as some exciting new features coming over the next 6 months that were announced at the recent Microsoft Ignite Fall 2021 conference.
This month we cover Data Management & Importing. The key topics covered are: How to import data into Power Apps, Export data from Power Apps, Export and Re-Import in Power Apps, Configure Duplicate Detection in Power Apps & merge records in Power Apps.
Ideally when you initially import your data, you confirm that there are no duplicate records. However, sometimes this can slip through the cracks. This video takes you through how you can stop duplicate records from being created in Power Apps.
In this video, you will learn the easiest way to export data from Power Apps into Excel.
Export and Re-Import is a helpful tool when you need to bulk update records. In this video, you will be taken through the steps and best practices to successfully update your data.
In time it is inevitable that duplicate records will be created in Power Apps. This video takes you through the steps to merge records without losing your data.
When importing data into Power Apps, it is important to make sure your document is formatted correctly. In this video, you will learn best practices and how to make importing data into Power Apps as easy as possible.
Welcome to Total CRM Bites. This session we cover: Introduction to Customer Voice, Creating your survey, Sending your survey, Viewing your survey and a Summary.
Welcome to Total CRM Bites. This session we cover: Intro to Dynamics 365 2021 Release Wave 2, Updated look and feel, New bulk update function, Improved site map & Teams integrations with Dynamics