D365 Saturday DC Speakers

D365 Saturday Washington, DC 2019 Takeaways

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

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?

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

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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

What is Stop Workflow for?

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?

Sometimes the Problem is You

There has been an odd issue going on in my implementation for the last several months. With the help of Microsoft support, we solved the issue this week! However, the solution is very embarrassing because it was a self-made problem (I guess most of them are). But maybe my failures will help others so here … Continue reading Sometimes the Problem is You

User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip!I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to … Continue reading User Group Focus 2019 Recap

Real life Tales of Server Side Sync

The idea of Server Side Synchronization for Microsoft Dynamics 365 is very exciting. It can enable the syncing you know and love to run even when Outlook (with CRM for Outlook) is not running. In my organization, we have teams who are scheduling appointments for other users. So it is important that Outlook reflects the most … Continue reading Real life Tales of Server Side Sync