We rarely publish tips outside of our cozy Power Platform bubble (more like a Zeppelin these days though!). But this one… THIS ONE… I’ve been dreaming about it since I’ve got my first email eons ago… It’s here now! Support for Dynamic ‘+’ Email Aliases in Office 365 – Customer Feedback for Microsoft Office 365 […]
Tip #1357: Avoid Power Automate emails being marked as spam
Today’s tip is from Tadashi Zialcita and it looks like one the best tips in terms of usefulness / word count ratio. Can you beat that? Send your tip to jar@crmtipoftheday.com. To avoid an email from Power Automate being marked as spam, set it as important. <ENDOFTHETIP> Don’t abuse the newly discovered magic though or […]
Tip #1333: Video Guide to 2020 Wave 1: Enhanced Email Experience in Dynamics 365
The enhanced email experience (originally a preview feature in 2019 Wave 2) allows users to multi-task while they compose emails, navigating to other records while they write an email. This feature can only be turned on in the Sales Hub app, but once you turn it on, it can be used from any model-driven app.
Tip #1305: Test and enable mailboxes failure because of throttling
This next tip comes from Marius “Why are you still on-premises” Agur Lind. Got a tip of your own? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal link appreciation). Have you ever used an on-premise deployment and found that some testing and enabling […]
Tip #1274: My auto record creation rule isn’t creating cases
Yesterday an old friend stopped me with a question. How old is he? He knows how to update an isv.config file. He had an email enabled queue set up and incoming emails were being created in the queue, but his auto record creation rule wasn’t turning the emails into cases. I asked him to check […]
Tip #1272: A better way to notify
I love my D365 email notifications said nobody Recently I spoke at a conference with Dynamics users, and I asked the group of about 50 people who liked their CRM email notifications. Nobody raised their hand. There are several problems with traditional workflow based email notifications: Everybody gets too many emails. Blanket workflow based emails […]
Tip #1254: Design Dynamics 365 email templates with the new email editor
In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]
Tip #1198: Add email address to recipients in javascript
The advantage of having access to friendly brainpower is that the problems are getting resolved much quicker. The disadvantage is that it breeds inattentive coding. Daryl “Always Raising” LaBar almost threw in a towel but recovered and redeemed himself with the snippet how to add an arbitrary email address to the list of the email recipients […]
Tip #1136: How emails are resolved to the Dynamics 365 records
Literally a week later after Jonas “The Shuffler” Rapp was puzzled how From fields are resolved (see tip 1119), Josh Wells from the cold city of Fargo (where some of the Microsoft folks tend to congregate) chimed in with the final resolution to the problem and a very good advice: One of the best changes […]
Tip #1121: What happens if an email is sent to multiple queues?
This tip comes from my colleague Bruce Sithole who did the hard yards to find out the answer to this question. As it turns out, the behavior is a little unpredictable. Firstly, multiple queues can process the email and create a Case. The order of processing appears to be first polled, first served. Also, there […]