Tip #1274: My auto record creation rule isn’t creating cases

Two brown goats with crossed horns

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 #1272: A better way to notify

Telegraph key. Exhibit in the Bennington Museum - Bennington, Vermont, USA

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 #1269: Oh crap, I lost my app

person's hand over brown floral field during daytime

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 #1245: Tops and bottoms in April ’19 Release

Tops & Bottoms book cover by Janet Stevens

It’s great to see the team advising us in advance about the upcoming features in the April ’19 Release Notes. As with any forward document, it is a living and breathing beast. Some features are being postponed, some replaced, new stuff added. Some of the late-comers are new FetchXML operators. How often you wanted to […]

Tip #1228: Control default destination for you Dynamics 365 URL

Airport departures timetable showing Delta and Alaska Airlines flights on time and boarding

In some environments with Dynamics 365 v9, when you go to the URL for your Dynamics 365 URL you get the classic default app, while in others you get the Unified Interface app selector. To control this behavior, go to the Power Platform Admin Center , select Environments and select the desired environment. Click the […]

Tip #1227: Use CDS instead of Dynamics 365 connector in Flow

A hand plugging a wire into a network router

People have been reporting that Dynamics 365 triggers in Flow are not consistent. Sometimes they fire twice, sometimes not at all, sometimes they fire after a manual test run. There are some other weird side-effects I did not even look into. Why? Because of one of them quick tips. Where possible, use Common Data Service […]

Tip #1225: Run OnDemand Workflow in Unified Interface Apps

white Come Run With Us neon signage

I did give some consideration to continuing the torture steady stream of Dynamics 365 Portals tips but we have a backlog of good tips sent to us by the community so let’s see what’s in the tipping jar first. Today’s tip is from Shailesh Wath and you too can send your tip to jar@crmtipoftheday.com. (t.j – […]