Back in Tip #736: Add variables to your workflows, George ‘bringing discipline to the rest of us’ Doubinski suggested the excellent Tip of using an Action to simulate a variable in Workflows. I went to use this Tip this week for a lookup and, to my chagrin, found there is an exception to the Tip. […]
Tipster note: I have submitted today’s post as a suggestion for the Dynamics team. Please vote for this idea here. And while you are there, submit a few of your own. Together we can make this Dynamics world a better place. In the recent “important changes coming to Dynamics 365” article, one of the deprecated items listed […]
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 […]
Mini Truckstop Everybody knows who Tanguy “The XRM Toolbox” Touzard is. That’s right, a legend. But being a CRM legend does not mean knowing everything – it’s knowing when to ask the right questions. Question For one of my customers, it seems that when you are on a won Opportunity form, you can change BPF […]
Not so long ago we experienced the wrath of an unhappy customer when, with all the good intentions we verified and normalized phone numbers for all contacts in the organization. This particular implementation had sophisticated business processes that kicked in on updates and modified on timestamp was used to calculate some performance metrics. With us […]
When you use Business Process Flow, the stages are categorized using the stage category option set. The categorization allows you to have standard process stage categories across multiple processes. While your various process flows may have stages with different names, the stage category provides consistency between process flows and allows you to chart opportunities with […]
When you design your business processes in CRM, one red should be if the success of the process depends on a user taking an action in CRM. For example, if you are designing an approval process, and your process says “After approving the record, the approver is going to click “share” and manually share with the […]
Did you now that Microsoft Dynamics CRM 2013 Business Process Flows: Are considered processes and are created from the Process area in the Settings module You can have up to 10 active process flows per entity Can contain up to 30 stages One process flow can use up to five different entities Users can switch […]
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