Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #1202: Editable grid control not working in subgrids

Worm's eye view photography of a metal frame

I enabled the editable grid control on a subgrid, but after publishing, I still see the read-only grid in the subgrid in classic UI. The grid is editable in unified interface. What’s up? Gridless reader Chances are you have legacy form rendering enabled in your environment system settings. Disable legacy form rendering and your subgrid will […]

Tip #1201: Working with integer variables in Microsoft Flow

Image of assorted row of numbers

In tip 1199, Leon Tribe talked about the power of using variables in Microsoft Flow. Leon astutely pointed out that using variables can simplify process development by allowing reuse of values between steps in Flow, and they can also be used for calculation purposes and building strings. One challenge with working with integer type variables […]

Tip #1193: When Case attachments exceed your limitations

Use carabiner to connect safety harness

I’m setting up automatic case creation from email in Dynamics 365–what is the expected outcome if someone sends an email to my queue that has an attachment that exceeds my attachment file size limits in Dynamics? A reader Not finding any official documentation about what the expected result should be, I set up a simple […]

Tip #1185: Customize the document grid

Magnifying glass and color grid

I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out. Reader Good news–with server-side SharePoint integration you can customize the grid more than you […]