Calculation details

Alert for Old Cases: Calculated and Rollup Fields

Today, I continue to answer the question 'what was the best way to use a workflow to send an email when a case had not been modified in 5 days?' by discussing a potential solution using Calculated and Rollup Fields! We are talking about potential solutions for dealing with Cases that have been sitting in … Continue reading Alert for Old Cases: Calculated and Rollup Fields

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Case Study: Alert for Old Cases

I was recently approached at a conference about a unique question on the best way to do something in Dynamics365. The question led to a very interesting discussion because I realized that there were actually many possible ways that the objective could be achieved. So today I'm launching a new recurring Case Study mini-series where I … Continue reading Case Study: Alert for Old Cases

Kylie Kiser board game collection

Improve Game Night with the Power Platform: Lessons Learned

For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating learning these tools waiting for the perfect use case to test on. However what I really needed was just time and a data set to work with. … Continue reading Improve Game Night with the Power Platform: Lessons Learned

Improve Game Night with the Power Platform: Canvas PowerApp

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create … Continue reading Improve Game Night with the Power Platform: Canvas PowerApp

Improve Game Night with the Power Platform: Power BI

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My … Continue reading Improve Game Night with the Power Platform: Power BI

Improve Game Night with the Power Platform: Data Import

As you may know, I am trying to learn more about the Power Platform by creating an application to help with board game selection in my household. We have already set up the entities. Next is the data import then we will use PowerBI and create a PowerApp. Since all of our fields are there … Continue reading Improve Game Night with the Power Platform: Data Import

Improve Game Night with the Power Platform: Data Structure

As you learned yesterday, I wanted to learn about PowerApps and decided to do this by improving the game night board game selection process. As a prerequisite for this learning experiment I exported our board game library from BoardGameGeek (to be honest, most of this was my husband's idea and he maintains this list which … Continue reading Improve Game Night with the Power Platform: Data Structure

Improve Game Night with the Power Platform: Intro

I have been wanting to learn more about PowerApps and Flow for some time but have been waiting to think of the best way to handle this. This week is the best time to learn since it is the Power Platform World Tour in Washington, DC.  I wanted to work through a scenario that would … Continue reading Improve Game Night with the Power Platform: Intro

Microsoft Dynamics 365 Workflows: Real Time Options

Creating a new Real-Time Workflow I have been mentioning Real-Time workflows throughout the rest of my workflow series. Today, let's look at Real-Time workflows specifically. Converting to Real Time from Background Start When Options  Converting to Real-Time Return Error to User: Step 1 New Workflows are set to Run in the Background (asynchronous) by default. … Continue reading Microsoft Dynamics 365 Workflows: Real Time Options

Microsoft Dynamics 365 Workflows: Workflow Steps

We have already learned about the Types of Processes, Workflow Settings and Workflow Scope and Trigger options. Now let's move on to what you can do inside these workflows. The most important part of writing workflows is figuring out the correct logic and flow. To do this I recommend starting with a flow chart. This gives … Continue reading Microsoft Dynamics 365 Workflows: Workflow Steps