Sunday 9 April 2017

New things on Dynamics 365 - Workflow Steps

Microsoft has totally revamped the Add Step button menu while writing a workflow. I haven't used most of the new functionality yet but here's some of the cool stuff.




Perform Action
Perform action gives you access to all the actions in the system. When I say all the actions - i mean all the actions (depending on your access privilige ofcourse) including the system ones, Like below I am running Qualify Lead action on a lead.






I suppose the other section that i marked in the Add Step menu are the custom workflows but I am not sure yet.

More on actions can be found in this link from msdn.

Thursday 19 January 2017

New things on Dynamics 365



Prepare client customization has the bug fixed for Service Interaction. Check out this link from  MSDN

Customer Data type in Dynamics 365

Dynamics 365 has introduced a new data type for custom fields. its called Customer. When new field is created with this data type, the new field will act as parent customer id field in account/contact. Meaning there will be a look up created on the entity that can look up to both contact and account. Sweetness!!