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 #1284: Forms Pro and how to be unprofessional
Here at tip of the day we are quite excited about Forms Pro. If you don’t know, Voice of the Customer will be deprecated in one year, and so you really should be reading Megan’s blog and getting familiar with Forms Pro. You sign in to Forms Pro at formspro.microsoft.com, but once you do, you […]
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?
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 […]
Tip #1274: My auto record creation rule isn’t creating cases
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 #1273: Microsoft Flow dynamic content experience
When creating a flow, when you select a field in a step, you are normally presented with the dynamic content panel. This lets you select field references from your previous steps or write an expression. But sometimes when you click on a field you will see a less functional list of parameters appear underneath the […]
Tip #1272: A better way to notify
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 #1271: Where is my tenant ID?
Every now and then someone from Microsoft may ask you for your tenant ID. In my case it was in relationship to one of the preview programs at experience.dynamics.com insider program. But what is the tenant ID? First, what it is not: It’s not your D365 environment URL It’s not your D365 evironment ID found […]
Tip #1269: Oh crap, I lost my app
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 #1267: Do PowerApps work with Dynamics 365 on premise?
The answer is “it depends.” It depends on how you define “works with.” There is no PowerApps connector for D365 on Premise. There is a SQL Server connector, and this connector can connect to on premises SQL databases. This includes the D365 on premise SQL database. So you can make an app that reads directly […]