Tip #1246: Use “Get Record” to get all the fields in Flow

Sign on a brick wall saying "Grab"

TIP UPDATE–after further testing, it appears that this tip may not be necessary. Get record is helpful if you need to get additional details from a related record, but you should not have to do get record after an update trigger. You create a Flow that runs when a record is updated. Occasionally the Flow […]

Tip #1244: CDS connector may not fire in administration mode

grayscale photo of woman doing silent hand sign

We did recommend using CDS Connector in Flow (more than once, actually) and most of the time it works great. However there have been some reports that CDS Connector does not trigger in the sandbox organizations while working fine in production. Turns out, there is a good explanation, straight from the source: With the new […]

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

black and red variable box mod

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 – […]

Tip #1215: Automatically manage folder tracking

Colorful folders

Public service announcement: we are back from the Merry Year hiatus and straight to tipping. Tracking folders is a cool feature where you can configure an Exchange folder to be a tracked folder and optionally link it to a Dynamics 365 record so that any email landing in that folder will be automatically tracked and […]

Tip #1213: When you pushed that button simplified

Person pushing a button on smart watch

In tip #1213 we walked you through a long winded way finding out where and when the Flow button was pushed. It involved using lattitude and longitude of the user’s location and calling Bing Maps API. As it turns out, if you are only after the local time, there is a much simpler method. When […]