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 […]

Tip #1293: Make case customer a contact

Group of people (customers) standing near food cart

If you use automatic record creation and update rules in Dynamics 365/CDS to create cases automatically from emails, you should know the default behavior is to set the Customer field on the case to the parent company of the email sender and set the contact field to the email sender. This is great for many […]

Tip #1292: Use the Route Case field

A hand plugging a wire into a network router

In customer service deployments, you can wind up with a bunch of different business processes. Sometimes these processes can conflict. For example: Workflows and flows to route cases created through the user interface Routing rules to automatically route cases created by workflows and auto create rules Auto record creation rules to create cases from emails […]

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 #1283: Too many birthdays

Outlook has a fantastic feature that reminds you when your contacts have a birthday. You will see a repeating appointment on your calendar that notifies you about their birthday. The problem with this feature is if you frequently connect to different Dynamics 365 environments, such as a trial environment, and you want to demonstrate Outlook/Exchange […]

Tip #1276: Do my Dynamics 365 users need a Microsoft Flow license?

Front number plate for the state of Hawaii that says "I LOVE FLOW"

As you move your Dynamics 365 automated process from workflow to Flow, you may be wondering if your users will need to have a Flow license to run the process. First thing you need to know is that most Dynamics 365 licenses include Flow licenses–the main license type that does not include Flow license is […]