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 […]
We did show how to generate documents in code, however, generating documents in a workflow using SetWordTemplate action proved to be just as elusive. The problem is that the entity itself does not appear in the list of parameters for the action, making it impossible to generate the document. As strange as it sounds but: […]
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 […]
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. […]
Some might say that this tip is trivial but I was surprised myself when a very seasoned and knowledgeable user asked me how to use constants in the workflow. They wanted to push an estimated close date for all open opportunities one month forward to account for the festive season that has just ended (for […]
When I evaluate a CRM environment that has been in use for several years, it is very common to see many active workflows for the same entities. For example, in this case there are multiple workflows for the appointment entity. The problem with this design is that with so many workflows triggered on create or […]
I know it’s and oldie but I just got this question today so perhaps time for a refresher. The question was on “how to queue activities and other things in CRM workflow – I vaguely recall ‘assign’ operation but I can only assign to a user and not a queue”. Long, long time ago CRM […]
The best tips always come from the users, people who, unlike me, use CRM daily. Today’s awesome post is from our almost regular Matt Johnson. Recently I discovered a little quirk that has been introduced somewhere around 2015 Update 1 Online (at least that’s where I found it). When you’re creating a workflow and you […]
You may notice that in CRM 2015 Update 1, when you click to a different stage in the process flow, the “Next” button changes to “Set Active.” But you may also notice that it is grayed out and doesn’t do anything. The “Set Active” button is designed to allow users to jump back to an […]
tl;dr When record ownership is important, use synchronous workflow that impersonates the caller. The Stop One of the signs of greatness professionalism is not to be afraid to ask questions, no matter how trivial or silly they might sound. Mitch “Only in Texas” Milam has the microphone: Q Hi Folks, This is such a basic […]
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