A client recently had issues implementing a workflow that would send a draft email. Under a normal scenario, you could choose to create a “Send Email” step within a workflow and the job would be done. But what if you have a number of draft emails that you want to push out at a later stage?
Did you know that you are entitled for up to 5 free Service Accounts connected to a single CRM Online Instance? These are known as Non-Interactive User Accounts in CRM. In this blog I will cover what Non-Interactive User Accounts are, why you may consider one and finally how to use them.
In the real world, our customers are either individuals or a group of individuals such as a company. However Microsoft has always made a distinction when it comes to how we organise our data models especially with custom entities – you’re either one or the other, requiring separate lookups for each. Not anymore! One of the neatest new features of CRM Online 2016 Update 1 (CRM 2016 SP1 for On-Premise) is the introduction of a new Attribute Data Type called “Customer”.
Work less, do more – that’s the catch phrase of Microsoft’s latest automation and workflow engine called Microsoft Flow. Microsoft Flow is currently in preview phase and still has a few bugs to iron out, but if you are familiar with IFTTT (If This Then That) workflow engine then using flow should come naturally to you. Essentially there are connectors to various web services (e.g. Dropbox, OneDrive, Dynamics CRM, SharePoint and so forth), and you can even program your own connectors.
If you ever run into a situation where you’ve reached your storage capacity with Dynamics CRM Online and you’re not too sure how to reclaim that space, here are a few tips.
At some point during the development lifecycle of mid-to-large scale Dynamics CRM projects, we are faced with a number of design decisions that are to be made. That is, when is it appropriate to customize the platform versus when is it appropriate to opt for pure configuration.
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