Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]
Today’s tip comes to us from MVP Steve Mordue. (And you can submit your tips too by emailing them to jar@crmtipoftheday.com.) Recently, we were working with one of our customers who was having some challenges with their daily manual import from their ERP to Dynamics 365. A fair number of records were throwing an import […]
My friend Mehmet “Sputnik” Ozdemir is insane. When he asked me how to convert a long and tedious workflow into an action, instead of painstakingly reproducing it step-by-step, I told him that it’s not possible, he’s dreaming and the only sensible thing to do is to call that workflow from the newly minted action. Did […]
Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]
In this video we look at new updated Business Process Visual Editor that is included in Dynamics 365. We look at how things are laid out, as well as some of the new options that are available as part of the editor. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]
Admit it: when you create a new workflow, one of the first actions is to set the scope of the workflow to Organization. After all, when something changes, or new record is created, we want apply our business rules across the board, right? Most of the time you’d be correct. But this is an opportunity […]
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 […]
When trying to update a record with a workflow, you may find some fields are grayed out on the form and cannot be updated, even if the field is not read only on the form. This can happen when a field is on the form multiple times. Go to the first instance of the field […]
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 […]
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 […]
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