Category Archives: D365 Tips & Tricks

How to identify if a row was created or modified in power automate flow and “Switch” accordingly?

Posted on May 28, 2025 by Paresh Sharma

Suppose we’re working with the Accounts table in Power Automate, and we want to handle two different scenarios within a single flow: one when an account record is created, and another when it’s modified. Instead of creating two separate flows, … Continue reading →

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How to work around Business Closure time zone discrepancy?

Posted on May 26, 2025 by Paresh Sharma

Issue Description The following issue has been observed at the time this article is written and depending on when you are reading it, the issue may have been resolved by Microsoft! The article outlines a time zone-related issue when setting up business … Continue reading →

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How to work with custom help panes and guided tasks?

Posted on December 30, 2022 by Paresh Sharma

You can configure a custom in-product help experience in Dynamics 365 that is tailored to your organization. Use custom help panes to provide table, form, and language-specific help and guidance that includes rich text, content links, images, and video links. … Continue reading →

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How to add sample data in Dynamics 365 Customer Engagement?

Posted on December 29, 2022 by Paresh Sharma

To install sample data in Dynamics 365, perform the following steps: Classic Environment If you are using classic environment: Go to Advanced Settings Click Data Management Click Sample Data In the pop up window, click Install Sample Data Note: To … Continue reading →

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How to assign records using workflows in Dynamics 365?

Posted on September 12, 2020 by Paresh Sharma

Scenario: A company has a large customer base and dedicated support system. Presently, any support engineer can pick up a case and resolve it. But the challenge is with High Priority Cases. High Priority Cases are taking more time to … Continue reading →

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How to update records using workflows in Dynamics 365?

Posted on September 11, 2020 by Paresh Sharma

Scenario: As per the company’s policy, every customer and their contacts must get their KYC (Know Your Customer) done every six months. It is easy to update Account’s Address, but it takes a lot of time when users need to … Continue reading →

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How to create records using workflows in Dynamics 365?

Posted on September 10, 2020 by Paresh Sharma

Scenario: In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume. The organization is using D365. Most of the salespeople forget to follow-up with leads on time and hence the leads-to-customer conversion is going … Continue reading →

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What are the types of workflows in Dynamics 365?

Posted on September 9, 2020 by Paresh Sharma

Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above you can see the background workflow. Let us discuss each option in detail: Process Name It is the name of … Continue reading →

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Custom Icons and ToolTip in D365 Views

Posted on August 22, 2020 by Paresh Sharma

You can add graphics to a view and establish the logic used to select graphic based on column value using JavaScript. In the following example we will customize “All Opportunities” view and display icons alongside “Rating” column. Select Icons Select … Continue reading →

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How to Bulk Delete the Bulk Delete in Dynamics 365?

Posted on February 8, 2020 by Paresh Sharma

The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage by deleting data that you no longer need. But then how do you delete the Bulk Delete logs? Click Advanced Settings > Settings … Continue reading →

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