Tip #1392: Missing entities in Power Automate

Missing piece

The classic “give me 5 minutes and I’ll whip a flow for you” did not start well. Users entity table was not there. Options Choices: It’s something trivial and I’m simply no longer worthy. ‘u’ is not an actual ‘u’ but Russian ‘и’ typed accidentally but in a weird font. It’s a UI bug It’s […]

Tip #1306: Business rules do not work on editable grid

Today’s tip is from Eric Regnier. Got a tip? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal appreciation link) Do you know that business rules (scope = entity) work on editable grids? Pick one of the following answers: Nope didn’t know but will […]

Tip #501: Should you use the lead entity?

In Dynamics CRM, the Lead entity is designed for potential clients that are qualified by a salesperson prior to becoming Accounts, Contacts, and Opportunities. Once qualified, CRM creates Accounts, Contacts, or Opportunities. After the salesperson speaks with the potential client, if there is no interest, the lead is “disqualified,” which deactivates the lead record. When […]

Tip #420: If your child workflow needs more than one entity

Gaytime Multipack

CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]

Tip #415: When deleting email enabled entities

If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]