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Tip #420: If your child workflow needs more than one entity

Gaytime Multipack

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 […]

Tip #24: Use children to update running workflow

Service Activity Reminder with Child workflow

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 […]

Tip #1430: Add Power Automate flows into solution like a boss

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 […]

Tip #1302: Should I recreate the account entity?

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 […]

Tip #1285: Dynamics Divorce

A marriage certificate paper being cut in two by scissors

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 […]

Tip #1256: Get attribute of the first record from the list

Starting lanes on athletic field numbered 1 to 8

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 […]