by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Every step in the sales process raises a piece of work, and declining a task with a reason has always marked its step excused so the process moves on. An email step had no such route. A rep who judged the email unnecessary had to send something anyway or tick the...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
A signature record was patched, verified clean, and kept arriving in inboxes with its original content. Four attempts across two working sessions had corrected the wrong thing. The signature is stored in three columns. Insert Signature reads two of them, and every...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
Skills that read the CRM only ran on the machine holding the CRM connection, because that connection is a local process rather than an account level integration. A scoring skill therefore could not run in a browser session or on a schedule, whatever else was available...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
Microsoft is withdrawing the AI Builder credits that come seeded with Power Platform and Dynamics licences on 1 November 2026, and new customers can no longer buy the capacity add-on. The AI layer planned for the sales process was costed against an entitlement that...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
A step in the sales process was deciding whether a partner was in a deal by looking at who would deliver the work. Those are different questions, and the answer to one is not the answer to the other. The process now asks the question directly, early in the Awareness...
by site-publisher | Aug 31, 2026 | Microsoft Dynamics 365 CRM
A CRM email signature was rendering its logos centred instead of left aligned, and the usual way of checking said it was fine. What makes it worth writing up is not the fix, it is that the check itself was blind. The same message looks correct in Outlook whichever...
