Tip #1372: Synchronous Power Automate Flow on create/update of a record

Today’s tip is indirectly from Alex Shlega. Alex is very thorough in his writing so I was a bit surprised that his answer to running a synchronous flow from a webhook was a ‘no’. The reason cited was that CDS “execution pipeline” won’t wait for the Flow completion. Well, it will indeed not, but only […]

Tip #1365: Dynamics 365 App for Outlook checker

Checkers are everywhere. It used to be a game immortalized for me by Segura and Wormold in Our Man in Havana. Nowadays it’s ubiquitous software that just keeps poking their nose into the intricate world of citizenmanship. We have Power Apps checker, Flow checker, Solution checker, Portal checker, Power BI checker (phew, got carried away […]

Tip #1332: Open forms as a dialogs in model-driven apps

Child reading a pop up book

Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]

Tip #1323: Kill the case customer field

The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]