Tag: automation
Today a client requested me to provide an endpoint they could trigger to create Trial Keys in their CRM from an external website. They pass in a product identifier (Product…
Leandro on Closing Quotes as Won without creating Orders: “Could you share this “custom Action that calls the OOB Action called ResolveQuote” I would like to set NO to…” Jan 21, 22:57
on Generate a PDF document from a quote record (and more): “Hi, First of all thanks Rick & Nathan for the article. It was so useful for me. I found out…” Nov 23, 00:44
on Rich Text Editor: “I have just checked this and the HTML format is removed when using Word Templates. You just receive the text…” Oct 27, 09:25
on Dynamics 365 flow button keeps loading: “Hi Ioannis. As you state it’s for all entities but for some users only, it does seem like it’s a…” Oct 21, 16:26
