Check out this All-Star crew of speakers for #D365SatDC! I can't believe it's almost been a month since D365 Saturday in Washington, DC! This was a great event packed with amazing speakers and lots of great networking. I wanted to share some of my takeaways about the sessions I attended and what I learned. To … Continue reading D365 Saturday Washington, DC 2019 Takeaways
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?
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
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
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
A few weeks ago I saw this discussion on CRMUG regarding the necessity of the "Stop Workflow" step in D365 Workflows. It was such an interesting discussion that I wanted to share a few thoughts of my own on the topic. When I am building or editing a workflow, I usually have two main concerns … Continue reading What is Stop Workflow for?
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
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
Now you already know about the types of processes and the left-side of the workflow options (Run When), so now we will talk about the right-side of the workflow options. This includes Scope and Start When. Background Workflow Scope and Start When Scope means who should this run for. Start when is what action should … Continue reading Microsoft Dynamics 365 Workflows: Start When and Scope
Now that you understand the types of Processes available in Microsoft Dynamics 365, let's break down the settings you will need to configure for workflows. It can be very confusing while working on your first workflow to see the half-page of settings you need to fill out! Background Workflow Options Today will will cover the … Continue reading Microsoft Dynamics 365 Workflows: Workflow Settings