Month: August 2017

Tip on Required Fields – Forms v. BFP

priyeshwagh777 CRM with .NET Web Applications

Required fields behave differently on Dynamics 365 Forms as that of on the Business Process Flow. Especially when you have ‘Disabled’ them.

On Forms –

Once you have disabled a required field on the Form, the Save action ignores the same and lets you save the record.

onForm

For obvious reasons, the required field on the BPF is ignored when you save the record on the form with all required fields filled in.

 

On BPF –

The required field cannot be ignored to move the Business Process Flow to the next stage!

onBPF

 

You’ll discover this soon. Hope this helped. 🙂

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Quick Tip: Cleaning Queue Items

priyeshwagh777 Customizations, Dynamics 365

So are you stuck with email queue that has junk of emails you don’t want? And maybe those emails are important to CRM.

Let’s say you have these emails in your Queue (imagine there are a lot many and removing them seems like a big task)

qItems.PNG

Here’s what to do:

  1. Run a Bulk Delete Job on the following:
    Queue Item entity and the required criteria you want (maybe you want to delete only old Queue Item which you no longer need to convert to other record types)
    bulkDeleteCriteria.PNG
  2. And submit the job.

Now, even if you delete the Queue Items, the Emails will still remain in CRM in Activities records and those are not lost!

Hope this was helpful! 🙂