Setting Reminders and Notifications on a Schedule within Dynamics 365 CE using Microsoft Flow

Scheduling a record was not something achieved without some thought using workflows in Dynamics 365 CE. Mostly the ‘Bulk Delete’ trick was used where scheduled Bulk Delete of records (normally to remove legacy data) would act as the trigger for your custom workflow, effectively creating a scheduling system. Still, this doesn’t feel exactly clean and this functionality was not something that can be achieved logically from the workflow designer. This has since changed with Microsoft Flow.

Updated Incremental Auto Numbering Solution (using real time workflows) and video run through

There has been a few queries regarding the Auto Numbering Solution post which featured here originally and upon reviewing it, there are a few things that could have been better explained. I thought this would be a good opportunity to update the original post to include this clarity and also include a short video to run through and explain the ‘concept’ of the solution and also discuss some of the areas that could cause the most issues to help as much as possible.

In the video I referenced a diagram I threw together to help explore the concept and the transnational element of the solution and this has been included below. The video is embedded into the blog post header but the link is also here.