First Pancake D365 Consulting

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  • How to Hack the D365 Sales Accelerator Work Assignment Rules

    How to Hack the D365 Sales Accelerator Work Assignment Rules

    Nothing irritates me more than a seemingly unsolvable problem, yet nothing pleases me more than figuring out a solution.  I suppose that’s why I’m in this role.  Today I had a problem that I couldn’t google my way out of but with the help of a fantastic colleague – Jeff Hirl – and a bit…

  • What the heck are “Triggers” and Why do I need to know?

    What the heck are “Triggers” and Why do I need to know?

    Great question! In my discussions with clients, I hear some version of this in every Customer Insights – Journeys implementation. And the answer is…well they are a valuable tool that expands your marketing automation intensely! But of course, that’s too vague so I will attempt to break it down a bit. Triggers can start a…

  • Copying an Out of Box Business Process Flow with Your Own Publisher Prefix

    Copying an Out of Box Business Process Flow with Your Own Publisher Prefix

    Any seasoned consultant will tell you that it’s generally considered best practice to make copies of your configuration objects before customizing as Microsoft will continue to push updates which may alter the behavior in a way that would be disruptive. This allows you to avoid those disruptions and add new features as they fit your…

  • Attributes Factory

    Attributes Factory

    What is it? Attributes Factory is an XRM Tool that allows you to create columns on a dataverse table in bulk from a spreadsheet. How do I use it? Here are my steps. When Might You Use This? As it does take a bit of setup and care, it’s likely not going to be something…