Dynamics 365 Education and Knowledge

Since the introduction of the hierarchical structure feature in CRM, querying the hierarchical data has become an interesting way of retrieving info. For this purpose, new conditional operators called "Under" and "Not Under" are added in Advanced Find . To check this functionality, the below hierarchy sample will be used between the accounts records wherever it is located in the hierarchy These conditional operators can be used in one of the below locations: Advanced Find In the Advanced Find window, Look for Accounts In Select > Fields , choose Account In the list of operators, Under and Not Under operators exist in the list ...

PROBLEM After importing a CRM solution to a new environment and this solution contains a workflow with a Send Email step, the import is completed but with warning that the process cannot be automatically activated. REASON In a workflow, you added a Send Email step When you click on Set Properties button, scroll down to the Additional Fields tab and you will notice that the Currency lookup field is filled with the Base Currency (noting that this field is useless here) You add the workflow to a solution, export it, and import it in a new environment Now, if the currency specified in the workflow Send Email step does not exist in the new environment, the import will be completed, but, with a warning ...