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 […]
Today’s tip is from Marius “flow like a river” Lind. (And you can also become a tipster by sending your tip to jar@crmtipoftheday.com) A great man once asked, can I set a custom schedule for when to run my flows? The answer is yes, and like so many other solutions it involves nesting flows. First, […]
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 […]
Microsoft is making lots of noise of late about the soon to be released Spring Release. One of the key takeaways from those announcements is that PowerApps and Flow are a key element of the future for app development in Dynamics (Canvas Apps, as they call them). If you still think PowerApps and Flow are […]
If you are a long time “CRM Person” like me, you may be interested in PowerApps, but if you try out PowerApps, you see that the process of building a PowerApp is significantly different than customizing Dynamics 365 forms. So I asked PowerApps MVP Daniel Laskewitz What are the best training materials for “CRM people” […]
CRM Tip of the Day reader writes: I want to automatically close phone calls without the user clicking the “close” button. How can I do that? In the words of Theodore Roosevelt, “Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure… than to rank with those poor […]
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 […]
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 […]
It was never a secret that Microsoft Flow was built on top of Azure Logic Apps. However, until recently, two platforms were independent, one designed to attract end-users and customizers and another – developers and DevOps. The day has come to grow up – it is now possible for Flow users to save any flow […]
I keep hearing the same question over and over again. And I keep seeing long drawn out answers to the question, sometimes with it being explained with a half dozen bullet points. Other times, with unnecessary examples. What’s the question? When should I use Microsoft Flow vs CRM Workflow to do ‘something’? Here is the […]
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