Tip #831: Avoiding pain when renewing certificates in AD FS

Queue to renew

Expiring certificate for https://adfs.contoso.com, you say? Considering Let’s Encrypt goodness, that should be easy to fix, right? Import new certificate (make sure to include private key) Grant permission to AD FS service account to read the private key Open AD FS manager, navigate to AD FS > Service > Certificates Click Set Service Communications Certificate… and […]

Tip #830: Calendar items lost after revoking O365 global administrator role

Down the drain

We did write about the consequences of granting and then removing global administrator roles. As Oswin Kroon has discovered, there is more to it if you’re actually using that O365 account to organize things in your life. tl;dr Removing global administrator role from an O365 account may result in a loss of calendar appointments. A […]

Tip #829: Project Service Automation – When are Actuals actually created

Time is money

Matt “Almost Resident” Johnson is definitely into PSA these days, learning and sharing what he learned. Here’s a quick reference for anyone interested in when the Actuals are created during a Project in PSA. Maybe this will save someone a bit of investigation time or make things clearer in their mind. Time and Materials Project […]

Tip #828: Quickly migrate existing CRM Online licenses to Dynamics 365 licenses using PowerShell

Flying geese

I was not aware that Gayan “Performance Wizard” Perera shares my affection for PowerShell. Until this quick tip on how to bulk migrate CRM Online licenses to Dynamics 365 licenses using PowerShell. Comes in handy when you have to assign the new D365 licenses to hundreds or thousands of users.

Tip #827: Restricting date picker on portal forms

Aztec calendar

This tip comes directly from none other than Tanguy “The XRM Toolbox” Touzard himself. It’s super easy to build an entity form and a page to allow editing of the Dynamics 365 records in a portal. But what if we want to restrict a date picker control to a certain range, which could be dynamic, […]

Tip #825: Tabs Gone Wild – Edge and IE

Opt Out of Learning Path

This tip shouldn’t be confused with a politically incorrect reference to ‘Girls Gone Wild’. So let’s get past that and into the issue with Learning Path and IE 11 and Microsoft Edge Browsers. If you open your Dynamics 365 instance in one of these browsers you will get an uncontrollable situation where new tabs start opening […]

Tip #823: Custom Action editor wipes out parameter list

Cleaning

Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]