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

Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes

This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be a priority to keep everything up to date. When first starting the documentation process, it can take a good amount of time to build up the documentation for your … Continue reading Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes

Microsoft Dynamics 365 Workflows: Panel Discussion Series

Next week, I will be presenting at CRMUG Focus in Indianapolis on Workflows! To get prepared for this I have been reviewing the webinar Panel Discussion Series: Getting Started with Workflows. This was a great session where Malcolm McAuley hosted with a panel of  Abraham Saldana, Gus Gonzalez, and myself. This is a quick session … Continue reading Microsoft Dynamics 365 Workflows: Panel Discussion Series

Microsoft Dynamics 365 Workflows: Real Time Options

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

Microsoft Dynamics 365 Workflows: Workflow Steps

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

Microsoft Dynamics 365 Workflows: Start When and Scope

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

Microsoft Dynamics 365 Workflows: Workflow Settings

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

Processes: Types of Processes in Microsoft Dynamics 365

It can be overwhelming when getting started using workflows and other processes in Dynamics 365. So let's start by breaking down the types of processes that are available and how you might use these. When creating a Process from the Settings -> Processes area you have 4 options: Action - An Action is a set … Continue reading Processes: Types of Processes in Microsoft Dynamics 365