Tip #1323: Kill the case customer field

The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]

Tip #1311: Use entity name in Flow lookups

If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]

Tip #388: Shape the future of Dynamics CRM

Are you a Microsoft Dynamics CRM, Microsoft Dynamics Marketing, Microsoft Social Engagement, or Parature customer? Your mission is to contribute to the future of these products. To accomplish the challenge, please stop reading this blog for 20 minutes, and answer the call from CRM team. If you are both a customer and a partner, say […]