Say you want to make a form simpler, or you love classic UI, and you don’t want to see the “Related” tab on a form in Unified interface. Here’s how to hide it using the classic configuration experience
I have a flow on Account, and sometimes I want to trigger that flow to run when a related contact is updated. Given we don’t have child Flows yet, how can I make a change to one record execute a flow on a different entity? One trick that I’ve used on workflow that is also […]
Here we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records. (both parent and child) Give us your feedback, all of […]
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