Hero Insights: The Final Result
Jun30

Hero Insights: The Final Result

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Well we have finally made it to the end of our exciting adventure. I have learned a lot through this blog series and I hope you have too! Let’s take a look at what we accomplished. The Results

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Hero Insights: Setting up Measures in Customer Insights
Jun29

Hero Insights: Setting up Measures in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! After we narrowly escaped the dangers of creating our segments, we now want to create some measures in Customer Insights. Measures are different types of calculations or rollups on the data. These can… Continue Reading Kylie Kiser’s...

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Hero Insights: Creating Segments in Customer Insights
Jun28

Hero Insights: Creating Segments in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Welcome back to HQ, my dynamic band of heroes! Today we are going to talk about segments. A segment is just a portion of the customer base. So we want to define characteristics that fit a certain… Continue Reading Kylie Kiser’s Article...

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Hero Insights: Search & Filter Index in Customer Insights
Jun27

Hero Insights: Search & Filter Index in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! In our last daring adventure we dove deep into Unity data but before being able to view your hero (customer) profiles, you will need to set up the Search and Filter index. We are almost there! Click… Continue Reading Kylie Kiser’s...

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Hero Insights: Unify Data in Customer Insights
Jun26

Hero Insights: Unify Data in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! When we left off yesterday we had imported all our data but it was still not powering anything. So today we are going to work on the Unify process. This includes 3 parts: Map, Match and Merge. Through… Continue Reading Kylie Kiser’s...

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June 2020 DC User Group Meeting
Jun25

June 2020 DC User Group Meeting

Thank you to everyone who came out to our D365 / CRM / Power Platform User Group meeting last night! This was a “local” meeting for the Washington, DC Chapter but we had attendees and speakers from around the world! Here are some more details on our presentations and speakers. D365 Performance Calling in from Australia, Yawer Iqbal gave us tips and tricks to improve and maintain… Continue Reading Kylie Kiser’s...

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Hero Insights: Adding Data Sources to Customer Insights
Jun25

Hero Insights: Adding Data Sources to Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Previously in our adventure, we set up our data to be in Dynamics 365 / CDS and we have a Customer Insights trial so now we are going to add some data! Connect to The Common Data Service Our… Continue Reading Kylie Kiser’s Article on...

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Hero Insights: Setting up Customer Insights Trial
Jun24

Hero Insights: Setting up Customer Insights Trial

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Today is going to be a very screenshot-heavy post as we walk through the steps to set up your Customer Insights trial. Before we get started here are a few helpful resources: Customer Insights Guided… Continue Reading Kylie Kiser’s...

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Hero Insights: Using Power Automate to Set Contact Images
Jun23

Hero Insights: Using Power Automate to Set Contact Images

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Disclaimer Previously, we added data on the Common Data Service. Today, we’re using Power Automate for something exciting! I think this solution was super cool for my example scenario. However, I do… Continue Reading Kylie Kiser’s...

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Hero Insights: Adding Data in the Common Data Service
Jun22

Hero Insights: Adding Data in the Common Data Service

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using comic superheroes! You can check out the full series on the Hero Insights page. Enjoy! Prerequisites Before we get to the exciting meat of Customer Insights, we need to do some environment and data set up. Getting started today, we want to make sure we already have our Common Data… Continue Reading Kylie Kiser’s...

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Hero Insights: Introduction
Jun21

Hero Insights: Introduction

As you may know, I like to find random use cases and then create a series of blogs to learn new technologies (such as #PowerPizza to learn Power Apps). I have been wanting to learn about Microsoft’s Customer Insights and trying to think of good data sets to test this functionality on. I discovered there is this cool Google Dataset Search where you can search for data on almost anything and… Continue Reading Kylie...

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What is a Text Area Field?
Apr28

What is a Text Area Field?

Since I come from a Microsoft CRM / Dynamics 365 background I am still learning about the Maker Portal. So the other day, when my team mentioned the text area field I was curious what this was and how it was different from Multiple lines of Text. So, let’s do a quick comparison of the Text, Text Area and Multiline Text fields to see the differences. Here you can see the 3 text field… Continue Reading Kylie Kiser’s...

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Quarantine Chat Bot: How Did it Go?
Apr23

Quarantine Chat Bot: How Did it Go?

This week I have talked through a few lessons I’ve learned related to Power Virtual Agents. We started building a bot as virtual daughter for my parents and it has sentiment analysis, approval flows and so much more. Today I am going to show you the final piece – seeing what is happening in the back end! Analytics < figcaption>There are pre-built analytics available automatically for your… Continue Reading Kylie...

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Quarantine Chat Bot: Set up an Appointment
Apr22

Quarantine Chat Bot: Set up an Appointment

I have been talking through how I created a chat bot that I built using Power Virtual Agents to talk to my quarantined parents. We have already looked at how to get started and how to use sentiment analysis to customize responses. Today we are going to set up an appointment! Before getting the scheduling information, I had to ask if they wanted to talk to me. Getting the TIme The… Continue Reading Kylie Kiser’s Article on...

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Quarantine Chat Bot: Sentiment Analysis
Apr21

Quarantine Chat Bot: Sentiment Analysis

Yesterday, I started talking about how I built a chat bot to talk to my parents during this quarantine. We got started by setting up the environment, provisioning the bot, editing the greeting messages, and adding our first question. Now, we are going to add a few more brains into the operation! I wanted the bot to be able to respond correctly to free form text input. The goal was to… Continue Reading Kylie Kiser’s Article...

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Quarantine Chat Bot: Let’s Build a Virtual Agent!
Apr20

Quarantine Chat Bot: Let’s Build a Virtual Agent!

In these odd days of quarantine, I have spent a lot of time talking to my parents to convince them to stay home or just finding ways to keep them entertained. My mom loves this quarantine life and never has a need to leave but my dad is a bit of a different story. So, I thought I should use Power Virtual Agents to create a virtual daughter for them to chat with, because this is our new normal… Continue Reading Kylie...

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Present at User Group Summit!
Apr09

Present at User Group Summit!

It’s time for you to start presenting at conferences! You have something to share! Remember a year ago, you didn’t know what you know now – so there is someone else who still doesn’t know those things! As I mentioned in Do You Want to Speak at User Group Summit?, I am involved with a new initiative we are calling the User Speaker Cultivation Project. The goal is to help more new speakers… Continue Reading...

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Exciting Plans for CRMUGDC in 2020
Mar31

Exciting Plans for CRMUGDC in 2020

Great group for the CRMUGDC February 2020 Meeting The Washington, DC has been working on many exciting plans for 2020! We know these are very weird times but that is all the more reason to look for ways to connect and learn. First, keep in mind that you have 3 amazing chapters to check out: DC, Reston and Richmond. Reston and Richmond meetings will continue to be quarterly and focused… Continue Reading Kylie Kiser’s...

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Do you Want to Speak at User Group Summit?
Mar09

Do you Want to Speak at User Group Summit?

Speaking with Patrick Wright at User Group Summit 2019 in Orlando Have you ever wanted to speak at User Group Summit but not known where to get started? Well I have the webinars for you! For User Group Summit 2020 in Nashville we are starting an End User Speaker Cultivation program. This idea came from the brilliant mind of Britta Rekstad as a way to educate people on the process of… Continue Reading Kylie Kiser’s Article...

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Microsoft Ignite the Tour DC 2020
Feb05

Microsoft Ignite the Tour DC 2020

I will be speaking and sharing my love for the DC User Group communities at Microsoft Ignite the Tour DC! Hey Microsoft Ignite the Tour DC Attendees! I wanted to share some information for you on where to find me over the next few days and some resources for after the sessions! Data and the Power Platform I will be leading the learning path session called: Connecting Power Apps,… Continue Reading Kylie Kiser’s Article on...

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365 Power Up Philly: Transitioning to Unified Client Interface
Jan25

365 Power Up Philly: Transitioning to Unified Client Interface

Mallory Lawhorne and I presented this session at the 265 Power Up Philly event on January 25, 2020. I wanted to share the slides with you and also the links to the resources we shared. Enjoy! This is an embedded Microsoft Office presentation, powered by Office. Here are the resources we shared: Official Blog: 

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Q1 2020 DMV Events
Jan10

Q1 2020 DMV Events

Q3 2019 CRMUG DMV Regional Chapter Meeting in Chevy Chase, MD This is a great time to be in the DMV (DC / Maryland / Virginia area) because we have so many amazing events coming up! Save the date and get registered today! Road Trip to Philly In January, you should drive up to Philadelphia for 365 Power Up! It takes place on Saturday January 25, 2020 and is a full day of content… Continue Reading Kylie Kiser’s Article on...

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Power Pizza: Party Time!
Dec23

Power Pizza: Party Time!

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Not from my most recent Pizza Crawl but Mod Pizza is always delicious It’s Power Pizza Party… Continue Reading Kylie Kiser’s...

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Power Pizza: Ta Da!
Dec22

Power Pizza: Ta Da!

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! This is a robot that brings you pizza. My app is not as cool. Location: George Mason University…. Continue Reading Kylie Kiser’s...

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Power Pizza: Naming Conventions
Dec21

Power Pizza: Naming Conventions

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! < figcaption>This was not part of the Pizza Crawl but it sure was delicious! This was at Chez Pippo in… Continue Reading Kylie...

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Power Pizza: Choosing a Winner
Dec20

Power Pizza: Choosing a Winner

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Del Ray Pizza empirically won our Pizza Crawl and it was amazing so I had to show it again! Now… Continue Reading Kylie Kiser’s...

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Power Pizza: Sticky Option Sets
Dec19

Power Pizza: Sticky Option Sets

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! This was not on the Pizza Crawl but you can’t go wrong with Costco Pizza! The Idea I wanted… Continue Reading Kylie Kiser’s...

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Power Pizza: Sums and Calculations
Dec18

Power Pizza: Sums and Calculations

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! The Fourth stop on the crawl was 2Amys in Washington, DC There were two different calculations… Continue Reading Kylie Kiser’s...

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Power Pizza: Icons and Tool Tips
Dec17

Power Pizza: Icons and Tool Tips

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Third Stop on the Pizza Crawl: Mega Slice, Adams Morgan Changing Icons One of the cool… Continue Reading Kylie Kiser’s Article on...

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Power Pizza: Learning from Beta Tests
Dec16

Power Pizza: Learning from Beta Tests

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! If you were following #PowerPizza on Twitter than you may know I did a beta test with the app. This… Continue Reading Kylie Kiser’s...

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Power Pizza: Form Modes
Dec16

Power Pizza: Form Modes

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Pizza Crawl Stop #2: Fireworks Pizza, Arlington One of the first challenges I faced with my… Continue Reading Kylie Kiser’s Article...

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Power Pizza: App Version 1
Dec15

Power Pizza: App Version 1

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Pizza Party game for playing on your Pizza Crawl. It is much more sophisticated than Power Pizza… Continue Reading Kylie Kiser’s...

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Power Pizza: An Introduction
Dec14

Power Pizza: An Introduction

It’s time for another blog series! I wanted to use a Power App to solve a real life problem. This was a great opportunity for me to keep learning Power Apps (Model Driven and Canvas), Power Automate, and the Common Data Service. So I want to talk through what I learned! The problem I wanted to tackle was how to find the best local pizza by digitally tracking our progress during a Pizza… Continue Reading Kylie Kiser’s...

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We’ll Always Have Paris …
Nov13

We’ll Always Have Paris …

Hashtag visits La Tour Eiffel Hello to my new friends from Microsoft Ignite the Tour Paris, I wanted to share some quick links with you! I hope you are enjoying my session and that you will consider connecting with me and subscribing to my blog! I have two sessions this week at Microsoft Ignite the Tour Paris. These are both repeat sessions from Microsoft Ignite just last week in… Continue Reading Kylie Kiser’s Article on...

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Hashtag Goes to Paris!
Nov01

Hashtag Goes to Paris!

Hashtag getting fashionable for Ignite the Tour Paris I am excited to announce that I will be headed to Microsoft Ignite the Tour in Paris! I unfortunately am unable to be at Microsoft Ignite Orlando. So I am excited to be involved in Microsoft Ignite the Tour. Microsoft Ignite the Tour gives people from around the world access to the same content from Ignite at a smaller, local events…. Continue Reading Kylie Kiser’s...

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November DC Chapter Meetings
Oct30

November DC Chapter Meetings

Your DC/Maryland/Virginia Chapter Leaders hanging out at User Group Summit Orlando 2019 The Washington, DC D365/CRM User Group has some great events lined up for November 2019. So it’s time to get prepared and get registered! Power BI User Group We have partnered with the Power BI User Group to offer a session about the Common Data Service and getting started with reporting off of… Continue Reading Kylie Kiser’s...

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User Group Summit 2019 Recap
Oct28

User Group Summit 2019 Recap

It’s been a week since User Group Summit in Orlando! This was a great week of learning and networking. I presented many times and also hosted the 3rd annual DMV Summit Happy Hour. Patrick Wright and I presented some basics for new Dynamics 365 administrators. These sessions have also been scheduled for repeat webinars in January so make sure you get registered for Part 1 and Part 2! For… Continue Reading Kylie...

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User Group Summit Follow Up
Oct16

User Group Summit Follow Up

Are you enjoying the networking and learning at User Group Summit Orlando? Then you should join us at our upcoming chapter meetings! These are local events where we have the same great content and lots of time to talk to other locals working with the same tools as you. While we are still in Orlando, make sure you check out the sessions I am presenting in: User Group Summit Sessions to… Continue Reading Kylie Kiser’s...

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D365 Saturday Washington, DC 2019 Takeaways
Oct10

D365 Saturday Washington, DC 2019 Takeaways

Check out this All-Star crew of speakers for #D365SatDC! I can’t believe it’s almost been a month since D365 Saturday in Washington, DC! This was a great event packed with amazing speakers and lots of great networking. I wanted to share some of my takeaways about the sessions I attended and what I learned. To get started, you can check out some photos and videos of the event! I have… Continue Reading Kylie...

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User Group Summit 2019 Girl Power Playlist: Disney Princess Edition
Oct02

User Group Summit 2019 Girl Power Playlist: Disney Princess Edition

Vintage Kylie at Epcot circa 2011, featuring the fierce Mulan! You may recall that before Summit last year I released my Girl Power Playlist. I usually make something to listen to on the plane to get excited and ready for the week ahead. This will be my 7th Summit but it will still be a stretching experience as I am participating in 5 sessions! Plus, this will be my first year as a Business… Continue Reading Kylie Kiser’s...

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User Group Summit 2019 Sessions to Favorite
Sep20

User Group Summit 2019 Sessions to Favorite

Vintage Kylie at Disney circa 1995 If you are headed to User Group Summit North America in Orlando in a few weeks then I have some great session suggestions for you to get on your schedule! Thursday Oct 17 8am: There’s More than One Way Up the North Mountain. Malcolm McAuley, Todd Mercer, Mallory Lawhorne and I will be looking at one business problem and demonstrating several ways to… Continue Reading Kylie Kiser’s...

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TDGi Hackathon – Team Apollo
Sep11

TDGi Hackathon – Team Apollo

Team Apollo at TDGi Global Hack for Education Last weekend I had the honor of joining Team Apollo at the TDGi Hackathon! This was a great event to demonstrate the capabilities of the Power Platform and raise money for some deserving charities. The amazing Team Apollo included Mike Ochs, Aiden Kaskela, Phil Topness, Mallory Lawhorne, Mahbub Alam, Liudmyla Tretter and myself. 1st… Continue Reading Kylie Kiser’s Article on...

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Panel: System Design for Administrators
Sep09

Panel: System Design for Administrators

CRMUG is continuing it’s Panel Discussions series where community members spend 30 minutes giving their tips and best practices plus answering attendee questions. This week Ashley Steiner, Seth Bacon, Gus Gonzalez and I led a panel talking about system design. I wanted to share some of my highlights plus you can watch the recording on CRMUG. Plan! Plan! Plan! It is very important to plan… Continue Reading Kylie...

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User Group Summit 2019 Planning Tips
Aug30

User Group Summit 2019 Planning Tips

It’s crazy to think that we are already less than 2 months away from User Group Summit! This is going to be a great event in Orlando. If you are not yet registered, make sure you check out the details and review the D365/CRM Sessions and get signed up! I wanted to share a few of my tips for new attendees to get the most out of this experience. Attire Be comfortable! People attend in… Continue Reading Kylie Kiser’s...

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Panel: User Adoption Best Practices
Aug28

Panel: User Adoption Best Practices

A few weeks ago I participated in a panel webinar with Chris Capistran and Ashley Steiner where we talked about User Adoption Best Practices in Dynamics 365. You can catch the recording on CRMUG! I wanted to share a few of the tips we discussed. Super Users Enlisting a ream of Super Users (or Power Users or Evangelists) can be a great way to build adoption. You can get this group… Continue Reading Kylie Kiser’s Article on...

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Who Modified This?
Aug27

Who Modified This?

I am currently a moderator for the CRMUG/D365UG MB200 Certification Study Group (links to future and recorded webinars on my events page). Last week our topics included Workflows! One topic that can be confusing about Workflows is knowing which user the workflow will run as. This user’s name will show up as the Modified By and/or Created By for records dealt with in the process. This user… Continue Reading Kylie...

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Alert on Old Cases: FLOW!
Jul27

Alert on Old Cases: FLOW!

I have finally come to the last solution in my Case Study series! Today I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ one last time by discussing a potential solution using FLOW! We have been discussing ways to send email alerts when a case has not been modified for 5 days. There are a few ways… Continue Reading Kylie...

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Alert for Old Cases: Workflow Based on Related Record
Jul26

Alert for Old Cases: Workflow Based on Related Record

Another discussion on the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ with a potential solution using Workflow Based on Related Records! We are still looking for the best solution to send an email when a case is inactive for over 5 days. We have already looked at a few options with varying levels of… Continue Reading Kylie Kiser’s Article on...

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Alert for Old Cases: Recursive Workflow
Jul25

Alert for Old Cases: Recursive Workflow

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Recursive Workflow! I have been discussing a few options for notifying users when they have cases assigned that have not been modified in several days. The goal of this is to send an email that will… Continue Reading Kylie...

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Alert for Old Cases: Charts, Views, and Dashboards
Jul24

Alert for Old Cases: Charts, Views, and Dashboards

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Charts, Views and Dashboards, oh my! Lets continue to work on comparing a few solutions to alert a case owner when they are not doing their job. We just created a few new fields to calculate the number… Continue Reading Kylie...

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