From the Microsoft Dynamics 365 CRM Blogs: Auto save; Workflows: Recurring emails

This week on the Dynamics 365 and CRM blog roundup:

• Managing auto save in Dynamics 365
• Microsoft Dynamics 365/CRM workflows: What they are and how to utilize them
• Scheduling recurring emails using a workflow

Managing auto save in Dynamics 365

On the PowerObjects blog, Joe D365 stated that out of the box, auto save is enabled by default for the main forms for certain entities (you can see them here) in Microsoft Dynamics 365.

As a result, any changes you make to a form will be automatically saved after 30 seconds. In his blog post, Joe explained when and how to disable the auto-save feature.

Dynamics 365 provides you with the option to turn off auto save. Although most users would rather have it turned on, some companies may have customizations that were designed expecting an explicit save.

If your organization has plug-ins, workflows, or jscripts that run on the OnSave event, they will run each time auto save occurs. This may potentially cause undesirable results especially if these customizations were not designed to work with auto-save.

You can find out how to disable auto save here.

Microsoft Dynamics 365-CRM workflows: What they are and how to utilize them

On the Ledgeview Partners blog, Julia Flaherty the power of workflows to implement logic without having to utilize customization code.

Essentially, workflows are triggers that prompt your Dynamics 365-CRM system to apply actions following an if "x" then "y" methodology, Flaherty stated. You can also trigger the workflow on-demand.

Additionally, ...