The enhanced experience for creating email templates is becoming generally available this month as part of the 2022 release wave 1 plan, so I thought I’d put together my thoughts on the new feature. Email templates have been a great productivity feature for many years but they’ve had significant limitations unless you were simply…
Need to add metadata to the D365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many files are within each folder within SharePoint. To add additional fields to the Document Associated Grid view you will need…
You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will help you walk through this process below. Exporting your Power Automate Flow From the Flows Homepage, you can access the export button in one of two…
We continue to see more new features in Dynamics 365 leveraging Teams integration and a new one now in preview is Swarms for Customer Service. As with any preview feature, it is not supported yet and not recommended for production use. We activated it in a sandbox to investigate it further. Swarming is a feature…
A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m still captured by a previously (Oct 2021) announced feature that is in pre-release and should be coming. Why am I…
Members of the New Dynamic team gathered recently at Giving the Basics, to help count, sort, and create personal care hygiene packages for area shelters, pantries, and low-income schools. Thank you to Giving the Basics for all you do!
At New Dynamic, we believe in donating our time, talent, and money to Ronald McDonald House Charities to help families stay together during their sick child’s time of need. Each quarter we gather as a team to prepare meals, and provide comfort and care to children and their families. To serve is to lead.
Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases when you have over ten thousand contacts that you market to, the native Dataverse integration is compelling when evaluating competitive marketing automation platforms. One of…
So, I’ll admit to being a bit of a zealot when it comes to icons in Dynamics 365 model-driven apps. For years I’ve looked down my nose at app customizers who created custom entities tables that were part of the site map (a/k/a navigation) and left the default icon on them. That’s just bourgeois, right?…