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There may be situations where you want to have more control over the functionality behind a business process flow in Dynamics 365. Business process flows (BPF) make it possible to control the system behind the evolution of a record. A few examples of business flows include those found on a Lead, Opportunity, or Quote within Dynamics 365. The out-of-box BPF in Dynamics 365 usually serve as a great starting point or framework for driving progress....

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A Solution Deployment Plan describes how a system’s components will be implemented and updated throughout the lifecycle. Within Dynamics 365 for Sales solutions are how customizers and developers‘ author, package, and maintain units of software that extend Microsoft Dynamics 365. Customizers and developers distribute solutions so that organizations can use Microsoft Dynamics 365 to install and uninstall the business functionality defined by the solution. A Microsoft Dynamics 365 solution is a compressed (.zip) file that...

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Many people have reached out and asked about better ways to manage their marketing automation efforts in ClickDimensions. The following is a compilation of the 5 best practices that all ClickDimensions stakeholders should be thinking about on a regular basis. 1. Creating Great HTML for email marketing takes more than just knowing the code It’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due...

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