Tip #1307: PowerApps designer makes your work in progress easier

Monitor on a busy desk with the words "Do More" on the screen

Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]

Tip #1306: Business rules do not work on editable grid

Today’s tip is from Eric Regnier. Got a tip? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal appreciation link) Do you know that business rules (scope = entity) work on editable grids? Pick one of the following answers: Nope didn’t know but will […]

Tip #1294: Export solution before running solution checker

Export Excellence Award

tl;dr If you are getting “Couldn’t Complete” message from the solution checker, verify you can export the solution before running the solution checker. That way you’ll be able to see what’s wrong instead of an unhelpful “couldn’t complete” message. Today’s tip is from Andrew Wolfe. Got a tip? Send it to jar@crmtipoftheday.com. Tip I created […]

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 #1280: To split, or not to split, that is the question!

A marriage certificate paper being cut in two by scissors

The subject of today’s tip is highly debatable but Eric Regnier did do justice to it. (Want to start a discussion of your own? Email your tip to jar@crmtipoftheday.com) In many implementations particularly complex ones, often comes a situation to determine if the same entity should be used for the different “types” (or categories). Say […]

Tip #1254: Design Dynamics 365 email templates with the new email editor

Antique silver typewriter in shallow focus photography

In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]

Tip #1249: Talk back from canvas to model-driven

Silhouette of two people sitting on the chairs near a tree at the sunset

Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]

Tip #1233: Make connections via quick create

Two connected boards emitting blue light

Anyone ever use any voodoo to make Quite Create from connections/stakeholders? Experienced customizer (pretending I am Joel – t.j.) If your question is how to make connections via Quick Create, I’ve created a custom entity that creates connections using workflow. You could show that via Quick Create form. Connections are useful but have notoriously bad user experience. We’ve been dealing […]