Any time you need to delete a field or workflow, you’ll want to check for dependencies and make the necessary changes to remove those dependencies. Check out this post from 2018 to learn how to “show dependencies” for a field or workflow. To show dependencies for a workflow, open the workflow and select “Show Dependencies” at the top of the window.
If you are starting to use Flows, this is an important (and quick) tip! If you use an automated flow with Dynamics and set the trigger to “when a record is created” or “when a record is updated”, you MUST first enable Change Tracking for the entity that will be triggering the Flow. Without this, when you attempt to run or test the flow, it will fail.
Did you know that you can add a wait condition to a workflow? This can be particularly helpful if the workflow is complex. Sometimes the system can get ahead of itself and cause workflows to fail if too many actions are being performed too quickly. For example, if a record needs to be created, then populated to a lookup field (if you created a contact record then updated a lookup on the Opportunity with that new contact, all in a single workflow), you’ll want to use this tip!
Did you know that you can automatically size columns and rows in Excel in a few seconds? You just need to know where to click. This is one of my absolute favorite tips!
OneNote allows you to easily insert a PDF printout of another document onto a page, which you can then markup or reference as needed. This is great for keeping notes during meetings or marking up documents for formatting changes. Please note that these instructions were tested with OneNote, the Windows 10 App, not OneNote 2016.
Microsoft recently added a feature to Teams allowing you to post a single announcement or message to multiple channels. This will be a great way to snag people’s attention (imagine using this + the announcement or ‘mark important’ features) and post important messages across a channel without needing to copy and paste the message multiple times. Read more
I like my calendars to be color-coded. It looks nice, and when you have a busy week it just helps make sense of your calendar at a glance. You can use conditional formatting in Outlook to automatically assign colors to calendar items using conditions that you create. This really takes the work out of color-coding your calendar!
Did you know that you can overlay multiple calendars in Outlook, rather than displaying them side-by-side? If you frequently compare calendars (including group calendars) or use multiple calendars yourself, you need to try this!
The “Safe Senders” list in Outlook is intended to prevent “real” emails from being sent to the Junk folder. It also permits Outlook to automatically download images (including thumbnails in signatures) in emails from those email addresses. Find out how to automatically add contacts and people you email to the “Safe Senders” list below. Read more
Using the classic interface, it takes a 4 clicks to open the solution and entity customization window:
Settings->Customizations->Customize the System->”Experience the new way to customize the system”
Navigating using the new UI menu is even worse at 6 clicks. This might not sound like a lot, but the time spent waiting for windows to load adds up. Thankfully, accessing the solution customization area has never been easier. Please note that you must be a Dynamics 365 administrator or customizer to edit the solution.