Tip #1274: My auto record creation rule isn’t creating cases

Two brown goats with crossed horns

Yesterday an old friend stopped me with a question. How old is he? He knows how to update an isv.config file. He had an email enabled queue set up and incoming emails were being created in the queue, but his auto record creation rule wasn’t turning the emails into cases. I asked him to check […]

Tip #1272: A better way to notify

Telegraph key. Exhibit in the Bennington Museum - Bennington, Vermont, USA

I love my D365 email notifications said nobody Recently I spoke at a conference with Dynamics users, and I asked the group of about 50 people who liked their CRM email notifications. Nobody raised their hand. There are several problems with traditional workflow based email notifications: Everybody gets too many emails. Blanket workflow based emails […]

Tip #1269: Oh crap, I lost my app

person's hand over brown floral field during daytime

So you decide to “refresh” your development environment with a copy of your production environment, but too late you discover that copying an environment over another one makes canvas apps and flows created in that environment go away. What should you do? Other than kicking yourself for not remembering to back up your app and […]

Tip #1265: Dynamics 365 for Marketing prevents solution imports

Two stadium flood lights, one working and one black

Some Dynamics 365 administrators have found that installing Dynamics 365 for Marketing in their dev environment prevents them from moving their configuration changes to production. Trigger warning–licensing talk ahead (but trust me, it will be worth it) To understand why this is, you first have to understand how the marketing solution is licensed. Unlike almost […]

Tip #1259: Can non-developers really create PowerApps?

Two gokart racers on a track

I’m seeing a common reaction in the Power Platform community when wizards like Scott Durow post really cool PowerApp examples. This is really cool, but I don’t think an average non technical consultant or user can create PowerApps. Average Citizen I get this reaction–there are some very long, complicated expressions and near code operations that […]