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 #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 #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 […]