Tip #878: Swiping in Dynamics 365 for Phones

In this video tip we talk about the differences between how Dynamics 365 for Tablets and Dynamics 365 for Phones navigationally swipe. Since the phone app does not include any animation when users swipe, some users have the perception that the swipe isn’t working or the app is unresponsive, then they leave negative reviews. In this video we show you the right way to swipe.

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Tip #877: Video Guide to Email Engagement in Dynamics 365 Relationship Insights

Email engagementIn this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment.

Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.

Don’t forget to subscribe to http://youtube.com/crmtipoftheday!

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Tip #876: CRM Workflow vs Microsoft Flow

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 simple, complete and succinct answer.

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, do it with Workflow. Otherwise look to Microsoft Flow.

End of subject. End of debate.

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Tip #875: Editable Grid Date Picker

So it didn’t jump out for me right away and frustration was building. Hopefully, this tip will calm you down also. 🙂

I was annoyed that the date picker for the editable grid didn’t have  ‘Today’ date selection like the regular form date picker control.

But after just blindly clicking around I discovered that the little dot between the left/right arrows is the Today date picker for the editable grid calendar control.

editable grid data picker

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Tip #874: Update email subject or body with workflow

Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error:

“Cannot update subject or description unless email is in draft status.”

To make your workflow succeed, have it first update the status of the record to “Draft,” then modify the subject or description field, then set the status the desired “completed” status.

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Tip #873: Can’t open records after Dynamics 365 upgrade

After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade:

As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing History click “Delete.” However, for some users, this does not fix the problem.

If this describes you, follow the following steps to manually clear your Internet Explorer temporary files:

  1. Navigate to Internet Explorer Options > Settings > Click on View Files> Clear the folder
  2. Go to Run > %temp% > Clear the folder and empty recycle bin and try accessing CRM

Restart your browser, and you should be good to go.

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Tip #872: Video Guide to Dynamics 365 Relationship Insights

Marriage breakupIn this video we look at the Dynamics 365 new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature.

Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.

Don’t forget to subscribe to http://youtube.com/crmtipoftheday!

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Tip #871: Switch from Dynamics CRM Online to Dynamics 365

Starting July 1, 2017 subscriptions to Dynamics 365 licenses will be mandatory for renewing clients.

Sometime after June 1, 2017 you will received an email that looks like the following.

It’s time to start talking with your partner on selecting the correct Dynamics 365 license type.

You can read more about the transition process at the technet site.

Subscription notification

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Tip #870: How to set an optionset value in the workflow

Sometimes Dynamics 365 plays a cruel déjà vu game.

I swear I was able to do that just last week

and Dynamics 365 like:

Since version 8.2.1.173 Dynamics 365 Online refuses to allow setting up or clearing optionset values in the workflow editor. Yes, you can set it to a fixed value but not to a value from another compatible optionset. In fact, it’s not possible to select an optionset field at all. Note that existing workflows are not affected until you remove the value (crafted previously) from the optionset.

The team is aware of the problem and fix is in the pipeline. Until the fix arrives, the workaround is quite straightforward:

  • Create blank solution; create a publisher in the process if you don’t have one (why not?).
  • Add the workflow you need to fix to this solution. Keep it draft, no need to activate. If you use custom entities or attributes, add those too.
  • Export the solution. No need to publish anything. You may need to use 8.1 or earlier version during the export (see next step).
  • Import solution to either Dynamics 365 On-premises or to an online organization Dynamics CRM 2016 Update 1 or earlier (use sandbox reset feature to get specific version going).
  • Set your optionsets as you see fit.
    Optionset in workflow
  • Save the workflow, export the solution, import it back to Dynamics 365 Online.

Optionsets should be good now (but don’t touch them!).

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Tip #869: Beware of minimal copy side effects

Minimal copyAbility to copy organizations in Dynamics 365 is invaluable. Ability to perform a minimal copy is a great space-saver. But, as reported by Evan Watson and our own Joel “Silence is also a good a podcast topic” Lindstrom, beware of the deficiencies of a minimal copy. Entities that are copied are listed but what is not mentioned are the side-effects of not copying some other entries.

  1. Themes are not copied. Not only that but any attempt to create a new theme after performing a minimal copy will generate an error. The only fix at this point in time is to raise a support ticket to recreate required entries in the theme database table.
  2. Minimal copy doesn’t include Outlook sync filters so sync to Exchange won’t work because the sync filter templates don’t get created.

There could be more, of course – let us know in the comments.

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