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

D365UG/CRMUG Houston 2019

It's less than a month until D365UG/CRMUG Focus conference in Houston. This event features 90-minute deep dive sessions in a smaller environment. This will be a great way to learn more about the product and discuss your questions with speakers.I will be participating in 3 sessions. Make sure you add them to your schedule!Monday March … Continue reading D365UG/CRMUG Houston 2019

Copying Records with GUID in Microsoft Dynamics 365

If you are using workflows it is likely that you need to link to specific records in the environment. One issue with this occurs if the record is manually created in each environment so when migrating workflows via solutions you still need to manually edit the workflow and re-link to the correct record. This is … Continue reading Copying Records with GUID in Microsoft Dynamics 365

Auto Sending Emails as Another User in Dynamics 365

Workflows in Dynamics 365 can be used to send emails and even send on behalf of another user. This is used in our organization to notify teams about actions needed on their records via automatic or on-demand workflows. When you are adding this functionality, there are a few settings to keep in mind.Setting up Workflow … Continue reading Auto Sending Emails as Another User in Dynamics 365