Explore the intriguing quest of transferring files between tables with Power Automate, as Megan V. Walker delves into a problem that seems straightforward but is fraught with unexpected challenges. Discover a layered approach to solutions, from no-code to high-code methods, and follow the journey that even experienced pros like Chris Piasecki and Guido Pietre weigh in on. It’s a story of integration, automation, and the ever-surprising twists in the world of data management.
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 […]
In tip #1213 we walked you through a long winded way finding out where and when the Flow button was pushed. It involved using lattitude and longitude of the user’s location and calling Bing Maps API. As it turns out, if you are only after the local time, there is a much simpler method. When […]
There is a time in life of every developer when they have to clench their fists and… start learning Flow. Today’s topic – localized date time. Flows run on a… in a …. wherever Flows run. Time is UTC in that world. So how does one bring the concept of a time, local to the […]
Nagging is a very effective way to get urgent things done. For example, if signature is required, keep sending email reminders every hour until it’s acquired. One of the customers successfully mastered the technique of a recurring self-calling workflow and has been successfully firing emails left and right reminding good people of the outstanding work […]
In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme. However, changes made to an organization’s theme are not solution aware. As a result, each theme customization must be made manually in each environment. Now, if there were no other way […]
In CRM 2016 we have the fantastic Word Templates feature with which users can generate finished documents in just a few clicks. Far easier than the old mail merge options, and no need to have locally installed versions of Word, the Outlook client and so on. But one annoying limitation of the feature for many […]
I’ve already seen some articles about “Promote To Admin” button, new in Microsoft Dynamics CRM 2016 Update 1, explaining in details how this button makes admin life easier by allowing quickly grant a user System Administrator role. All of the articles miss one important function that this button allows you to do. The functionality we’ve […]
Apparently, for people who like bending their joints backward, Friday Flow is a thing. We’ve decided to join the bandwagon and in today’s video we will show you how to create a basic workflow between SharePoint and CRM using Microsoft Flow. Flow is a cloud service, currently in preview, that allow you to create automated […]
Hey, it’s Friday and time for another video tip. In the last week’s video we talked about how to create custom action, add parameters to it, define conditions and steps, etc. This week we continue by demonstrating how to call your custom actions from real-time workflows (or dialogs) without writing any code. Give us your […]
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