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, […]

Tip #821: Troubleshoot Xrm.Tooling connection to Dynamics 365

Connectivity

We’ve long been recommending the use of CrmServiceClient in your applications that connect to Dynamics 365. But what to do when the client just wouldn’t connect? The easiest way to start troubleshooting connectivity to Dynamics 365 is to run LoginControlTester.exe that has long been part of the SDK and can be found in <SDK>\Bin folder. […]

Tip #820: Running multiple USD instances

Multiple instances illustration

If you ever tried to run Unified Service Desk more than once, you’d be very familiar with this message: Why would one want to run multiple instances? It’s handy during the development and testing to try various deployment scenarios, compare the look of a deployment after configuration changes, and connect to different organizations at the […]

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 #817: Display knowledge articles in the portals using custom templates

Books

Dynamics 365 portals come with a specially crafted pages for browsing Knowledgebase Articles by category as well as for displaying the content. KB content page is based on a rewrite-style template and is not customizable. It’s not difficult to put together an entity list and entity form to display the list of the articles and […]