Tip #1152: Attachments to Dynamics 365 Notes

Use carabiner to connect safety harness

Flow is great but can be frustrating at times, as Jerry “Once tipster – forever tipster” Weinstock has discovered when trying to add attachment to a note in Dynamics 365. This is his story File uploads to OneDrive etc work great. Files attach to emails with no issue. A super slick Flow feature! I am […]

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 #959: Getting ready for D365 v9: Learn Microsoft Flow

So you have probably heard the news that Microsoft Flow is going to be integrated in Dynamics 365 v.9, allowing Flow to be managed and run directly from the Dynamics 365 menu. But maybe you haven’t paid much attention to Flow (not even Tip 880), but now that it is going to be “in” CRM, you […]

Tip #944: Flow just got more expressive

Emotions and expressions

Just as we learned that Flow users now have a graduation path to the Logic Apps, the team has released another awesome feature blurring the gap between the two. Flow now has Expression tab that allows some data manipulation as part of an Action. Simplest scenarios include date and string manipulations; thrill seakers can self-inflict […]