In this week's Microsoft Dynamics 365 Customer Engagement and CRM blog roundup:

  • Workflow modifications
  • Notification for changes to user settings
  • How to set the default value for a Dynamics 365 option set control in a Canvas PowerApp
  • Dynamics CRM 2016 on prem issues importing to the cloud

Who modified this workflow?

On Kylie Kiser's blog, Kiser recalled that her MB200 certification study group recently turned their attention to workflows.

Kiser stated that one thing that's confusing about workflows is knowing which user the workflow will run as.

This user's name will show up as the Modified By and/or Created By for records dealt with in the process. This user is different depending on the type of workflow being used.

In her blog post, Kiser explained asynchronous workflows, on-demand workflows, real-time workflows, and child workflows.

You can read more about these workflows here.

Notification for changes to user settings

On her blog, Megan Walker examined three settings that users can access in their personal options under the Email tab.

Walker noted that these three settings can cause a lot of frustration.

Each setting has its own challenges if a user changes them from what your organisation deems to be 'right option.' In this post we will look at creating a notification which will trigger when a user changes any of these three settings.

In her blog post, Walker looked at creating a notification that triggers when a user changes any of the three settings and why it's not always a good idea to change them.

You can read about it here.

How to set the default value for a Dynamics 365 option set control in a Canvas PowerApp

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