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 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 […]
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 […]
Today’s tip comes from Nicholas Hayduk. You can be a tipster too, just send your revelation to jar@crmtipoftheday.com. I’ve learned the hard way many times that you need to try something in CRM before claiming it is possible. Recently I was helping someone on the CRMUG forums with a problem involving notes and workflows. There […]
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 […]
When Jonas “Surströmming MkII” Rapp said that “someone should probably get fired”, he was careful to qualify the statement with “asking for a friend”. Sure, we’re here to help, friend or foe. Jonas Some integration job happened to touch fields that should not have been touched, and triggered a few async plugins a couple of […]
Please be careful when disabling System Administrators in Dynamics 365. They are likely to own things, such as workflows. Before disabling System Admin accounts, check to see if there are any organization scope workflows that they own. If there are, reassign the workflows to another System Admin user account. If you don’t, these processes won’t […]
For years we’ve been whining about the workflow editor and rightly so. Can’t indent, can’t reorder, can’t copy, can’t paste. So many good man-hours lost in the battle against corrupted workflows… Every release we’ve been hoping for something better but to no avail. I suspect that the upcoming spring-make-it-late-summer release may too leave the workflow […]
In tip 876 Jerry “I ski on water because there are no hills in Kansas” Weinstock gave us a simple rule about when to use CRM workflow and when to use Microsoft Flow. Assume for a moment that Microsoft Flow didn’t exist. Can you do what you need to do in CRM with the built-in workflow engine? If so, […]
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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