Tip #1312: View process history from Unified Interface forms

Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]

Tip #1311: Use entity name in Flow lookups

If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]

Tip #1309: 213 revisited: Embedded user role list

Assorted wooden frames

Seth Bacon commented recently on tip 213 letting us know that it still worked in classic UI to embed a subgrid of security roles on user records, but this approach does not work in unified interface. Well it is 2019 now and we now other methods. Hardit Bhatia explains how to do this with an […]

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 #1301: When Dynamics 365 for Marketing segments disagree with Advanced Find

Two people on a bench in a disagreement as indicated by the body language

Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]

Tip #1299: Split email personalities

A box half filled with tomatoes and another half - with potatoes

In the world of the email router, incoming and outgoing profiles were separate, so one user or queue could have separate email servers. Let’s say you wanted incoming email to come from exchange, but you wanted to send outgoing email via SMTP, you could do it. With the deprecation of the email router, the only […]

Tip #1297: Base your base role on the CDS User role

The very first tip of the day I wrote was Tip 2: Use a Base Security Role. The point of this tip is don’t jam every permission needed by each group into each role–use a common role that includes the minimal permissions needed to log into the application for all users, then create smaller roles […]

Tip #1295: Quickly search for multiple records in advanced find

Too many search results

If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter. This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve. This is also helpful for testing a set of records […]