Set a view as a default view in D365 CE [System User]

With the recent and frequent updates on D365 CE, there are many subtle changes that go un-noticed. The one that I noticed was to be able to setup a view as a default view by a business or system user rather than system admin.

Here are the steps:

• Suppose this is my default Accounts view (Active Accounts) and I want to change it to "My Active Accounts" view.

• Select "My Active Accounts" View.

• Scroll down to the bottom of the list of views and select "Set current view as my default"

• Now there would be a mention of "Default" near "My Active Accounts" view.

Hope that helps!

D365 CE: How to send email without using Send Email step in workflows

Use Create Email step instead.

Here are the steps with screenshots below.

1. Add Step > Create Record > Select Email record.
2. Edit your email content / body.
3. Add another step, Change Record Status > Pending Send.
4. Add another step, Update Email > Set No. of Delivery Attempts to 0.

Now that you know how to do it, here are a few reasons why you might want to go this way instead of using Send Email.

• You might want to attach documents to the email prior to sending.
• You might want to update the email content based on some logic.

These cannot be done directly on Send Email step. This is another option.