Read more about the article Redux: Formatting Basic Email Templates in Dynamics 365 for Sales
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Redux: Formatting Basic Email Templates in Dynamics 365 for Sales

I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that included simple text, personalization and…

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Read more about the article Microsoft Dynamics 365 – Managing Required Data Fields with Workflows
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Microsoft Dynamics 365 – Managing Required Data Fields with Workflows

Keeping Dynamics 365 data relevant and accurate is critical. That's a given. But it's best to strike a balance between data collection and sales process. A client tasked us with…

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