Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]
We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]
Flow is great but can be frustrating at times, as Jerry “Once tipster – forever tipster” Weinstock has discovered when trying to add attachment to a note in Dynamics 365. This is his story File uploads to OneDrive etc work great. Files attach to emails with no issue. A super slick Flow feature! I am […]
With so many upcoming and constantly changing features in the world of Dynamics 365/CRM, it’s no wonder that even the best of us are getting confused when it comes to naming things. Regardless of what interface is chosen, it all looks like a web client Mark “Globetrotting Kiwi” Smith: Currently what I hear used is […]
This never ends. Shortly after I finished writing about tracing in Azure Functions, I found Daryl “Always Raising” LaBar explaining how to use ExtendedOrganizationService wrapper to easily capture everything in your plugin: Wouldn’t it be nice for debugging if your plugins automatically traced every IOrganzationService Request, along with the parameters and the time that it […]
Over six months ago I got a tip from Sergio “Behind The Wall” Macías, part of the the driving force behind Spanish-speaking Dynamics 365 community, on how to create a custom workflow activity that adds business days to a specific date in Dynamics 365. In the essence, the calculations are something like this: The heart […]
Once upon a time server-side connections to Dynamics 365 / CRM were easy. Use username and password to connect and, if you are license-conscious, use non-interactive account. Users have timezones that can be set using personal options (for non-interactive, logon after assigning the license but before converting to non-interactive, and set the zone). The day […]
No, Microsoft didn’t invent the time machine (though you can buy one in store). As part of modernizing the way Dynamics 365 gets updated, the team has just released October 2018 release notes. Why did the notes get released 3 (and for some features 5) months ahead of schedule? So that customers and partners can […]
Agile projects have ‘ceremonies’ which is code for compulsory meetings with various purposes. One of these ceremonies is the ‘showcase’ where the developers get to show what they have built during the sprint. When you have a new sprint every three weeks, you get used to presenting bits of functionality. Whether it is a fifteen […]
Dynamics 365 supports 43 base languages, and sometimes you need the right one for the trial. In theory, it’s as easy as 1-2-3: Un Clément “French but not Tanguy” Olivier was having no luck provisioning a trial instance in his langue maternelle: For a client demo, I had to create a new Trial instance (on […]
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