Tip #1110: Don’t let your workflow emails go to waste

Garbage

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 […]

Tip #1109: Add variables to your workflow (when Actions don’t work)

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. […]

Tip #1100: Consider using parallel workflows instead of if-then statements

(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 […]

Tip #1043: The Easy Way To Find The Fields Workflows Depend On

If you have a field on a form which is used to trigger a workflow, you probably do not want to mess with it too much. You certainly do not want to be rapidly changing its value or having Dynamics 365 think the value has changed because, for example, a Flow is updating the entity […]

Tip #1040: Why Can We Stack Values in Workflow?

Back in the days when George Doubinski used configuration, he talked about using constants in workflows.However, this is only the tip of the configuration iceberg. Just above our Default Value box we can stack values for insertion into our field. What does it mean to stack the values and what happens when we do? When […]