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October 15, 2019
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Capitalise your lead and contacts names consistently in CDS

Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data integrations Manual user entry All of this could result in your names being inconsistently captured in formatting/capitilisation. For example,your contact or lead could be[…]

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December 20, 2018
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Using Azure functions as a scheduler for Dynamics 365

A few months ago I had a requirement where I needed to flag records as expired which were past their expiry date within Dynamics. I have seen/implemented various techniques before that involved using Dynamics itself as the scheduling engine, but that wasn’t always consistent nor performant. I have[…]

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