From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: D365 processes; Microsoft Flow; Record creation and update rules; Retrieve N:N-related records

January 25 2019

This week on the Dynamics 365-CRM blog roundup:

  • How to identify Dynamics 365 processes that reference a subject using XrmToolBox
  • Use of Microsoft Flow with Dynamics 365 CRM On-premise
  • Making changes to record create and update rules in Dynamics 365
  • Retrieve many-to-many (N:N) related records in Dynamics 365 using Flow

How to identify Dynamics 365 processes that reference a subject using XrmToolBox

On the PowerObjects blog, Joe D365 stated that there are times when you might want to know which Dynamics 365 processes (workflows, actions, business rules) reference a specified subject in the subject tree.

This is especially true if you intend to rename the subject(s) and want to keep the process references accurate and up to date.

You can do this using the FetchXML Builder Plugin in the XrmToolBox utility. Built by developer Jonas Rapp, this free tool offers an easy, user-friendly way to generate queries to use for views, reports, and code, according to Joe.

You can find out how to identify the D365 processes that reference a subject using the xRMToolbox utility here.

Use of Microsoft Flow with Dynamics 365 CRM on-premise

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