From the Microsoft Dynamics 365 CE/CRM Blogs: Disconnect from sales sequence; Generate temporary download URLs; Show/hide custom buttons; D365 Sales drives results

In this review of the Dynamics 365 CE blogs:

• Disconnect from sales sequence via Customer Insights trigger
• Generate temporary download URLs in Dynamics 365 CRM using GetFileSasUrl function
• Show/hide custom buttons with Power Fx when a lookup column has no value
• Getting results with D365 Sales

Disconnect from sales sequence via Customer Insights trigger

Writing on her blog, Megan Walker wrote about the need to remove someone from a sales sequences in Microsoft Dynamics 365 Customer Insights – Journeys. 

For example, Walker stated that you might have leads or contacts going through a journey with the goal of creating or winning an opportunity, or getting them to fill out a form. She pointed out that once they reach that goal, they shouldn't stay in the sequence.

In her blog post, Walker showed how to create a custom trigger that lets you remove someone from a sales sequence directly from a journey.

Generate temporary download URLs in Dynamics 365 CRM using GetFileSasUrl function

Writing on the Inogic blog, Sam Kumar stated that many organizations use Dynamics 365 CRM and Dataverse to store important files such as contracts, invoices, ID documents, approval letters, and email attachments. These files are saved in CRM as file columns, notes, or email attachments.