dynamics365 – 365 Mechanix

Dynamics 365 & Power Platform Specialists

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How to improve your sales team’s performance with 365 Dynamics Sales

As a business owner, you often find yourself in situations where you have to make quick decisions about your products or services, that ultimately impacts your customer’s experience with your business. Understanding the stages of the sales pipeline and interpreting your sales data is vital for making strategic[…]

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How new debt collection software can improve your cash flow and processes

Getting paid for the work you’ve completed can often be challenging, especially if payment to your business has not been made on-time. Managing debt collection is a common problem for many businesses and can greatly impact your cash flow. Having insufficient incoming cash flow impacts: 1) Payment for[…]

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February 24, 2020
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Using Stripe as a payment gateway for Dynamics 365 Marketing

Recently, I had a customer requirement to use Stripe for processing event registration payments. I knew that with Dynamics 365 Marketing, you have the ability to use a custom gateway but not much documentation was available on the different implementation options or designs. Some good reading though for[…]

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January 15, 2020
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Dynamics 365 Marketing Templates Layout Bug

In the latest update of the Dynamics 365 Marketing solution, when creating a new blank email, you get the options to add layout components: Layout options in Dynamics 365 This has been a great new addition that customers have been calling for. It allows for a quick and[…]

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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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July 7, 2019
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Set canvas PowerApp date to the last day of the month

When working with canvas PowerApps, you may have a need to have some date ranges set by default. A typical scenario might be where you have 2 date filters and you want to show records that occured between those date ranges. A scenario I had to work with[…]

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July 3, 2019
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What is Dynamics 365?

What Is Dynamics 365 And How Will It Benefit My Business? Released back in 2016, Microsoft Dynamics 365 replaced Microsoft Dynamics CRM. The purpose of this was to provide a modular approach to business applications. Microsoft Dynamics 365 is a cloud-based business application What makes Dynamics 365 unique[…]

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June 4, 2019
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Custom views on lookup wont work without name field

Quick tip here, when setting a custom view on a lookup in the form designer: Always ensure that the name attribute is on the view too, even if it wont be displayed. I had noticed that my search results were not working at all when I had typed[…]

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April 25, 2019
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Installing Dynamics 365 Marketing in an existing environment with a portal

I recently wanted to install and configure D365 for Marketing to our existing environment and faced a few issues and gotchas which I wanted to jot down. Primarily, if you have a portal configured (e.g customer portal) you will need to reset your portal to leave it in[…]

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March 21, 2019
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Display product images in a quote in Dynamics 365

We recently had a requirement to display the out of the box product images within a quote generated by the standard Dynamics document generation process. The expected output would be similar to the below. Unfortunately, the document generation wizard in Dynamics doesnt go beyond a depth of 2[…]

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