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 hundres 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 #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, […]

Tip #819: Project Services Lead to Opportunity

Construction site

Today’s tip is from Matt “Almost Resident” Johnson. I recently came across this little conundrum when progressing a Lead through to Opportunity. Maybe this will save someone else a head scratching moment or two. If you convert a Lead to Opportunity by pressing the Qualify button. It will work but the Opportunity it creates will […]

Tip #796: Long live ExecuteFetchRequest!

Long live rock'n'roll

Love those days when people send their gems and discoveries to jar@crmtipoftheday.com – other people’s cleverness tend to rub off on us, making us a bit smarter every single post. Aron Fischman from xRM Edge LLC made this intricate discovery while working on a product that calculates aggregates on CRM data. In his travels he’s […]