The usual workaround for dealing with business required fields when creating records in automation is to make them non-required, deal with the automation and then switch the required option back on. Now, add an autonumber on top of that. That’s right, you want the mandatory field to be blank so that the generator kicks in. […]
In customer service deployments, you can wind up with a bunch of different business processes. Sometimes these processes can conflict. For example: Workflows and flows to route cases created through the user interface Routing rules to automatically route cases created by workflows and auto create rules Auto record creation rules to create cases from emails […]
Flow is all the rage these days but there are some scenarios where classic workflow still rules. Classic workflow has the uncanny ability to readjust itself when underlying data you’re waiting for, changes. This dialog took place not so long ago: Steve “Reads his own blog” Mordue: I want to trigger a workflow to update […]
I did give some consideration to continuing the torture steady stream of Dynamics 365 Portals tips but we have a backlog of good tips sent to us by the community so let’s see what’s in the tipping jar first. Today’s tip is from Shailesh Wath and you too can send your tip to jar@crmtipoftheday.com. (t.j – […]
Over six months ago I got a tip from Sergio “Behind The Wall” Macías, part of the the driving force behind Spanish-speaking Dynamics 365 community, on how to create a custom workflow activity that adds business days to a specific date in Dynamics 365. In the essence, the calculations are something like this: The heart […]
Today’s tip comes from Nicholas Hayduk. (You can be a tipster too, just send your revelation to jar@crmtipoftheday.com.) We recently had a customer who added an SSL certificate to their Adxstudio v7 Portal and now wanted to use the HTTPS version as their main URL. Since their site was hosted in an Azure Web App, […]
What is your first reaction when you receive email like this one Let’s see. Comes from someone with the name “Workflow”, has attachment and no body text, and refers to financial matters (payment advice/invoice/quote). Delete? Delete! Out of curiosity I did peek into the email just to see what kind of nasty attachment they sent […]
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. […]
(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is over but I’m sure he’ll be back! – t.j.) Sometimes we need to set the value for a field but only if it does not exist, e.g. user did not bother entering it. Like topic for a lead. I’ve seen the implementations where business asked […]
(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is interrupted again. Well, we I did mess up the tipping sequence so you’ll see the same things reappearing during the week in case you went off the grid over the weekend. Back to you, Leon. – t.j.) I am not a fan of the term […]
of the