Calculated fields columns are great for quick simple formulas. They are fast, instant, and always up to date. But what if you need to clear the value of the column as part of the calculation? Customer has sites, sites have assets in various categories (hardware, software, etc). The other day I’ve had a requirement to […]
&tl;dr When using Increment variable or Decrement variable actions, use coalesce function in the parameter to avoid unexpected results.
TIP UPDATE–after further testing, it appears that this tip may not be necessary. Get record is helpful if you need to get additional details from a related record, but you should not have to do get record after an update trigger. You create a Flow that runs when a record is updated. Occasionally the Flow […]
Being a mature product, Dynamics 365 rarely lends itself to short tips these days. Microsoft Flow, new kid on the block, on the other hand, is ripe for short bursts of wisdom. Today’s one is from Rob Dawson (and you can send your nugget to jar@crmtipoftheday.com too!) With the drive toward use of Flow instead […]
We did mentioned in the past that most of the good inventions are driven by the laziness. Auto numbering the new records is one of those. Instead of manually looking up the next available number, calling other users to see if they have any intention of creating a new record in the next few minutes, […]
Recently we found that users in a specific CRM environment could not configure CRM for Outlook. The error message returned by the configuration wizard was “Value cannot be null. Parameter name: String.” Client trace showed the following: >Failed to refresh entry. Exception Microsoft.Crm.Application.SMWrappers.InvalidOrganizationIdException: Invalid OrganizationId “e79c824a-fee4-40cf-9a2f-fb79112be8b6”. at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Get(Guid organizationId) at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Microsoft.Crm.IOrganizationContextFactory.GetOrganizationContext(Guid […]
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