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!

Contains Data action using Microsoft Flow

A lot has changed in the way Dynamics 365 workflows are created and this is the first of many posts to follow. One of the most common actions that we perform on using Workflows in Dynamics 365 for Customer Engagement is to check a condition, if a record field "Contains Data" or "Does Not Contain Data", which is not available when you create the workflow using Microsoft Flow.

So the question arises, is this even possible? Yes, it is. This is how you do it - step by step.

1. Create a Built-in Condition step.
2. Add your dynamics field (like "Created On"), in the "Choose a Value" box.
3. Select the option "is equal to" in the next box.
4. In the last box "Choose a Value", select Expression
5. Type "null" in the fx (function) box, and select OK.
6. In the "If no" branch, perform your "contains data" action.
7. In the "If yes" branch, perform your "does not contain data" action.

Leave your comments down below, if you found this helpful. Share the post within your social family. Appreciate your support.