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
Welcome to Total CRM Bites. This session we cover: Introduction to Microsoft Marketing, Segments, Marketing Emails, Events and Customer Journey.
Welcome to Total CRM Bites. This session we cover: Configuring Dynamics 365 App for Outlook, How to sync records from Outlook to Dynamics & Tips & Tricks to improve user experience
Welcome to Total CRM Bites. This month we run through how you can use custom help pages and Microsoft Stream to assist your users with their CRM use and supplement their training. This can help with correct use of the system, ensure data is entered correctly and reduce support calls.