Monthly Archives: April 2020

Business Process Flow Does NOT Appear on Some Existing Records

Encountered an existing CRM Account record that does NOT display a Specific Business Process Flow (BPF) after selecting the BPF via the Switch Process in either Unified Interface or legacy web client. Checked the below items but issue still presists … Continue reading

Posted in Business Process Flow, Dynamics 365, Troubleshooting | Leave a comment

Dynamics 365 Unified Interface JavaScript to Set a Date Field to Current Date

From recent working with Dynamics 365 customers transitioning to the new Unified Interface – have a CRM Sales User scenario that needs to set a CRM Contact field to the current date on a new record.  The user can then … Continue reading

Posted in Dynamics 365, JavaScript, Unified Interface | Tagged , , , | 1 Comment