Who Modified This?

I am currently a moderator for the CRMUG/D365UG MB200 Certification Study Group (links to future and recorded webinars on my events page). Last week our topics included Workflows! One topic that can be confusing about Workflows is knowing which user the workflow will run as. This user's name will show up as the Modified By … Continue reading Who Modified This?

Alert on Old Cases: FLOW!

I have finally come to the last solution in my Case Study series! 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?' one last time by discussing a potential solution using FLOW! We have … Continue reading Alert on Old Cases: FLOW!

Logic diagram for using a Trigger record plus bulk delete

Alert for Old Cases: Workflow Based on Related Record

Another discussion on 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?' with a potential solution using Workflow Based on Related Records! We are still looking for the best solution to send an email when a case is inactive … Continue reading Alert for Old Cases: Workflow Based on Related Record

Logic diagram for workflow details described

Alert for Old Cases: Recursive Workflow

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 Recursive Workflow! I have been discussing a few options for notifying users when they have cases assigned that have … Continue reading Alert for Old Cases: Recursive Workflow

Visible Chart and Case View

Alert for Old Cases: Charts, Views, and Dashboards

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 Charts, Views and Dashboards, oh my! Lets continue to work on comparing a few solutions to alert a case … Continue reading Alert for Old Cases: Charts, Views, and Dashboards

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

Photo by NordWood Themes on Unsplash

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

2019 DMV Regional Chapter Meeting

This year will be the 3rd year hosting a Regional User Group Chapter Meeting for the DMV (DC / Maryland / Virginia). We will have attendees from the Washington, DC, Reston, VA, and Richmond, VA chapters in attendance and we have a jam packed agenda! When: Wednesday August 14, 8:30am-4pm Where: Microsoft Chevy Chase This … Continue reading 2019 DMV Regional Chapter Meeting

Kylie Kiser

1st Time Business Applications MVP!

I am excited to announce that I'm now a Microsoft MVP! I received the email confirmation on Canada Day, Monday July 1st and my profile is now live on the MVP site! This has been a goal of mine for many years as I have worked to deliver content and create a strong community in … Continue reading 1st Time Business Applications MVP!

App in a Day Training Recap

I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business … Continue reading App in a Day Training Recap