Tip #914: Deprecated dialogs

Deprecated dialogs podcast tape

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 […]

Tip #576: Business Process Flow can be updated on closed opportunity

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 […]

Tip #183: Keep batch modifications under control

Ploughing

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 […]

Tip #168: Renumber the pipeline stage

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 […]

Tip #157: Beware of the human factor

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 […]