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Showing posts from March, 2024

Difference between Background and Real-Time Workflows

Background Workflow Operates in the background, requiring users to refresh pages to see changes after saving records, however, this doesn't interrupt users' ability to continue their work. If a step fails in the background workflow, the process halts at the failure step, and changes made by previous steps are kept.  Errors do not appear as pop-ups; administrators must check system job logs to identify failed processes. Background workflows are designed to minimize resource usage, ensuring they do not disrupt system processing. Troubleshooting background workflows is straightforward as it's easy to monitor which process failed at which point. Real-Time Workflow Changes are instantly reflected upon saving a record, without requiring page refreshes. Users may need to wait briefly for the process to complete, but it's not typically noticeable. If a step fails in a real-time workflow, a pop-up error message notifies users of the failed process. Real-time workflows typically ...

Global Option Set in Dynamics 365

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Global Option Sets are preferred when you need to use the same set of options across multiple entities within your Dynamics 365 environment. Creating a global option set makes it easy to maintain consistency and ensure that any changes made to the options are reflected across all entities that use that option set. On the other hand, local option sets are specific to a single entity. They are useful when you need to define options that are unique to a particular entity and are not applicable elsewhere in your Dynamics 365 solution. To create a Global Option Set to use in multiple entities in Dynamics 365, you can follow these steps: 1. Navigate to the desired solution in Dynamics 365. 2. Select "Option Sets" in the left menu bar. This will bring up a list of existing option sets. 3. Click on the "New" button to create a new option set. 4. Enter the "Display Name" for the option set. This is the name that will be displayed to users when they interact with fi...