Tip #1311: Use entity name in Flow lookups

If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]

Tip #1310: Using Flow to test concurrency

A number of silver wind pipes lined up in parallel

Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]

Tip #1277: Alternative connector to trigger Flow from Dynamics 365

Pink toy plastic gun "shooting" colorful plastic flowers

I’ve always been a fan of webhooks. In fact, I even manage to mention them twice in my rare crystal ball post for developers. Today’s tip is a good reminder from Stefan Strube that webhooks are not only a solid way to launch your code in Azure Function but also can be a good alternative […]

Tip #1276: Do my Dynamics 365 users need a Microsoft Flow license?

Front number plate for the state of Hawaii that says "I LOVE FLOW"

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 #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 […]