Whether you use the standard Dynamics 365 Case Subject tree, or you use an alternative method and hope that the subject tree dies, categorization of your cases is important if you want to report on them later and analyze your case history. By assigning subjects to cases, you can group cases by category, identify related […]
Tip #874: Update email subject or body with workflow
Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]
Tip #752: Hidden subjects polluting the UI
We’ve been hopelessly late with our daily tips this week and for a good reason – CRMUG Summit in Tampa, Florida. CRM Medic booth is one of my favorite parts of the summit; whenever one feels like dealing with another puzzle, just don a white coat and listen. Ed G complained that his Subject tree […]
Tip #641: Die, subject, die!
With the exception of the Queen who, according to Oscar Wilde, “is not a subject”, subject entity has always been a subject for complaints. Simple search on Dynamics CRM Feedback site shows a long wishlist where people wanted to filter the subject tree, being able to type in subject lookup, have multi-lingual support, use it […]