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Workflow wait conditions can be very useful. Say you need to have an email go to a customer 30 days prior to their contract renewal, it can be tempting to use a wait condition. However, excessive use of wait conditions has a downside. Performance: each waiting workflow instance carries performance overhead. The more waiting workflow […]
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Tip #417: Cancel waiting instances in style
We have posted multiple times about waiting workflows, and one of the big challenges surrounding them is that when you update a workflow definition, there is no way to cancel the waiting instances of the workflow in bulk. Also, jobs may go into waiting state if there is a condition that prevents the step from […]
Tip #124: But wait, there is more
Despite of what we said earlier this week, wait can be a very powerful instrument. My fellow tipster Joel suggested in his last tip some fine tuning when it comes to wait: Combine waits and check condition. So you have a process that emails a customer service representative three days after the case is open. […]
Tip #123: Waiting for Godo in CRM workflows
This week’s tips all seem to be about workflows and here is an old favorite of mine. I always found it interesting how non-intuitive wording around Timeout condition pushed majority of developers to use rather convoluted but easier to read and understand Wait conditions when a workflow needs to be paused for a fixed duration. […]
Tip #122: If you must use waiting workflows
In yesterday’s tip we suggested to avoid wait conditions altogether; but if you must use them: Combine waits and check condition. So you have a process that emails a customer service representative three days after the case is open. No need to email them if the case has been closed, right? After the wait, have […]
Tip #1052: Recurring tasks in Dynamics 365
How can I do recurring tasks in Dynamics 365? While Dynamics 365 does not include an official “recurring” task like it does with appointments, it can still be done. Here is one approach to creating a weekly recurring task: Create an entity called “Task Schedule.” Include the relevant fields like owner/assigned to, next scheduled, subject, […]
Tip #34: CRM Gustronomy – force the workflow order
Shan McArthur, our fellow MVP, asked the other day: How can we order workflows? For example, I have an auto-number workflow that adds a case number to an entity, and I want that workflow to run before another workflow. I considered using wait states – i.e.: workflow 2 waits until the case number is not […]
Tip #1407: How to secure Power Apps portal from making the news
You are a CEO of Rykita, a worldwide manufacturer of power tools used by millions. You wake up invigorated and ready for action only to see the news headlines “Rykita injures more than a thousand customers”, “Calls for Rykita to blunt their tools”, “Rykita customers bleed profusely”, “Users of Rykita tools risk infection if injured”, […]
Tip #1388: Check if someone is out
I’m creating an approval flow with Power Automate, and if the approval email gets an out-of-office response, I want to route the approval to somebody else Reader That’s a really good idea–say the manager is on a two-week vacation at the time the approval comes in, you don’t want to wait until she comes back […]
Tip #1003: Gamification Workflow Assemblies and Plugins
After you enable Gamification in Dynamics 365, you will notice a new category of workflow steps available to you. These workflows may be useful to you in controlling how Gamification works (such as automatically triggering KPI rollups, disabling KPI’s, etc), and some of them may be useful for other purposes (stop all running workflows). The […]