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

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

May 3 Blog Review

Here is a quick review of the top articles and interesting pieces from the CRM world this week:Yammer Integration Demo Video from Customer Effective – This video demonstrates how you can use Yammer within your organization. There are also a few other important tidbits brought up:To use Yammer in CRM you must have the Enterprise … Continue reading May 3 Blog Review