Tip #1130: Refactoring Makes Sense For Configuration Too

If you hang around developers long enough you will hear them use the term “refactoring”. On one project, the developer even had a “Refactor Friday” where this is all they did at the end of the week. So what is refactoring and why should us configuration folks care? Refactoring is taking existing code and reworking […]

Tip #1126: Recycling Entities Does Not Always Make Sense

To all our American comrades – Happy Independence Day! My current project is for a university. People enrol, they study, they graduate and become alumni. On a couple of occasions I have met with internal staff who have ideas on Dynamics design. Those that come from a pure database background seek to devolve every interaction […]

Tip #1124: Flow Approvals May Be Exactly What You Need

Back in Tip #880, we mentioned Approvals in Flow. Specifically, we said: …use the flow approval framework and even have people who don’t have Dynamics licenses approve stuff. Given the implications of this for Dynamics, it is worth exploring further. If you have not explored Approvals in Flow, it is worth a review. A unique […]

Tip #1121: What happens if an email is sent to multiple queues?

This tip comes from my colleague Bruce Sithole who did the hard yards to find out the answer to this question. As it turns out, the behavior is a little unpredictable. Firstly, multiple queues can process the email and create a Case. The order of processing appears to be first polled, first served. Also, there […]

Tip #1120: Two Conferences For Customers To Get Involved With

I recently went to Dublin to present at CRMUG Summit EMEA (sometimes called “Summit EMEA”). Here is me and some of my fellow presenters embracing the Irish culture and swapping presentation tips. The CRMUG Summits are great and, for a conference which is about empowering end users, they are excellent value. Many Dynamics conferences are […]

Tip #1109: Add variables to your workflow (when Actions don’t work)

Back in Tip #736: Add variables to your workflows, George ‘bringing discipline to the rest of us’ Doubinski suggested the excellent Tip of using an Action to simulate a variable in Workflows. I went to use this Tip this week for a lookup and, to my chagrin, found there is an exception to the Tip. […]

Tip #1100: Consider using parallel workflows instead of if-then statements

(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is interrupted again. Well, we I did mess up the tipping sequence so you’ll see the same things reappearing during the week in case you went off the grid over the weekend. Back to you, Leon. – t.j.) I am not a fan of the term […]