User Group Summit 2019

User Group Summit 2019 Planning Tips

It's crazy to think that we are already less than 2 months away from User Group Summit! This is going to be a great event in Orlando. If you are not yet registered, make sure you check out the details and review the D365/CRM Sessions and get signed up! I wanted to share a few … Continue reading User Group Summit 2019 Planning Tips

Panel: User Adoption Best Practices

A few weeks ago I participated in a panel webinar with Chris Capistran and Ashley Steiner where we talked about User Adoption Best Practices in Dynamics 365. You can catch the recording on CRMUG! I wanted to share a few of the tips we discussed. Super Users Enlisting a ream of Super Users (or Power … Continue reading Panel: User Adoption Best Practices

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

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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