CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]
Running workflows always cache the definitions and are unaffected by any future definition changes. This behavior is by design, however, occasionally it’s desirable to have some of the steps to use the latest definitions, e.g. content of the email. Isolating these steps into a separate child workflow effectively allows users to modify properties of a […]
Discover how to effortlessly access the latest Plugin Registration Tool and Configuration Migration Tool directly from your console.
You didn’t think I was waffling about replacing triggers in Power Automate flows for no reason, did you? Not once but twice, in fact. The technique of painlessly replacing triggers is more like a kata before you master the art of breaking bricks with your head 🧱🤕. Enter the world of solutions where nine out […]
When you fire up a child workflow in classic workflow, it’s always asynchronous. Fire and forget. Sometimes it’s what you need, sometimes you want to insist on child finishing their greens before the dessert, so to speak. Power Automate, on the other hand, always wants the result when you call a child flow and nags […]
Is there a smart way to get an Environment Variable in a flow? Jonas “Giving XrmToolBox a good” Rapp Say no mo…
&tl;dr We are back, tons of tips in the pipeline, promise to keep in touch, new stuff coming, first BAD Masterclass of 2020 is just over two weeks. Tell me more We are back after month and something hiatus. Not that we did nothing in these few week, just the opposite. But we should’ve posted […]
When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]
We are selling part of our business and want to split our environment into a separate environment and move to another D365 tenant. How do I do that? splitting up Recommendations Here’s my recommendation for splitting on environment into two: Identify the customer and related records that are shared by both groups. These are the […]
This is probably a super simple question, but I’m a super simple flow user. After listing records from D365 how would I go about retrieving an attribute value of the first result returned? Michael “Super Simple Flow User” Ochs I won’t name the person who suggested the following: Declare variables to store values. Include top […]
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