Tip #1319: Double the single quotes

A sign on a black background that says "I solemnly swear I am Up To No Good."

tl;dr If you have email addresses coming from somewhere and you’re using them in Power Automate to filter and find the records, make sure to double the quotes. Full story One of the observations made by our lifetime tipster Jerry Weinstock was that citizens tend to create automations that follow happy path. I have to […]

Tip #1317: Make lead qualification better with Power Automate

You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]

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 #1291: Do NOT create Flows

Arial view of a dam without any water flowing

I am slowly dragging myself back to reality and going through the backlog of the tips submitted by our readers after an insane family holiday… (You can drop your tip into jar@crmtipoftheday.com. I can’t guarantee that we will publish the tip but I can promise that if we don’t, I will write to you personally […]

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 […]