Tip #746: Bring in the specialist

Workflow auto bringing the specialist

Washing car on weekend is something that everyone can do on their own. Probably. But if some serious cleanup is required, one’s better off calling Mr Wolf. Same goes for complicated cases in customer service. If you run a secure shop that deals with the cases that include sensitive or personal identifiable information, then security […]

Tip #736: Add variables to your workflows

canal_plus_flowchart_horror_wide

Workflows rule. They can wait until there is $10,000,000 in your bank account or forever (whichever happens first), they can update records, send emails and synchronously move mountains (subject to the 2 minutes timeout, and only if the mountain is referenced by a DNS-resolvable name). They can be quite complicated and often won’t fit on […]

Tip# 708: Tipster guide to Dynamics CRM Mobile Task Flows – (Preview)

Pokemon Go Task Flow

Today we look at the Dynamics CRM Mobile Task Flow feature. This Preview feature was introduced as part of Spring Update 1. Derik walks you through how to enable, configure and consume the feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]

Tip #637: Tipster guide to Microsoft Flow – codeless integration between CRM and other apps

Friday Flow

Apparently, for people who like bending their joints backward, Friday Flow is a thing. We’ve decided to join the bandwagon and in today’s video we will show you how to create a basic workflow between SharePoint and CRM using Microsoft Flow. Flow is a cloud service, currently in preview, that allow you to create automated […]

Tip #614: No workflows for you, Opportunity Product

One thing to keep in mind as a CRM customizer is that while you can trigger a workflow off of Opportunity (and Quote and Order) Products, you cannot update these entities with a workflow. As an alternative, you can create an entity-level business rule on the opportunity products entity and trigger business logic, such as […]

Tip #601: Reliably send email in workflow

Sometimes, instead of a simple Send Email action in the workflow, it’s necessary to prepare the email in the workflow (Create Email action), perform some additional manipulations (like adding attachments) and then send it. To do just that, setting email status to Pending Send has been reliably working for everyone since CRM 2011. Until now. […]