User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip!I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to … Continue reading User Group Focus 2019 Recap

D365UG/CRMUG Houston 2019

It's less than a month until D365UG/CRMUG Focus conference in Houston. This event features 90-minute deep dive sessions in a smaller environment. This will be a great way to learn more about the product and discuss your questions with speakers.I will be participating in 3 sessions. Make sure you add them to your schedule!Monday March … Continue reading D365UG/CRMUG Houston 2019

Auto Sending Emails as Another User in Dynamics 365

Workflows in Dynamics 365 can be used to send emails and even send on behalf of another user. This is used in our organization to notify teams about actions needed on their records via automatic or on-demand workflows. When you are adding this functionality, there are a few settings to keep in mind.Setting up Workflow … Continue reading Auto Sending Emails as Another User in Dynamics 365

Getting Started with XrmToolBox

XrmToolBox is a great tool for administrators. It has lots of great features to make your life easier. For me, it was a bit intimidating getting started so let's talk about how to do it. Then I will talk about a few of my favorite tools.Step 1: Download the toolDownload the latest version from: https://www.xrmtoolbox.com/This will … Continue reading Getting Started with XrmToolBox