Tip #578: No privacy in Interactive Service Hub

Interactive Service Hub error

When trying to access Interactive Service Hub you may receive “Sorry, something went wrong while initializing the app” error: It’s caused by in-private mode in the browser (which is a standard approach to work with multiple CRM environments). Good news is that it’s a known issue and the fix is in a pipeline. Until then […]

Tip #577: Tipster guide to Dynamics CRM Hierarchical Visualizations

¡Hola! Es viernes, mis amigos and that means tacos and another video. Hierarchical Visualizations provide a great way to work with hierarchical data in Dynamics CRM both on system and custom entities. In this video we show you how to define a hierarchical relationship, configure the settings, and consume them in CRM. Don’t forget the […]

Tip #576: Business Process Flow can be updated on closed opportunity

Mini Truckstop Everybody knows who Tanguy “The XRM Toolbox” Touzard is. That’s right, a legend. But being a CRM legend does not mean knowing everything – it’s knowing when to ask the right questions. Question For one of my customers, it seems that when you are on a won Opportunity form, you can change BPF […]

Tip #574: Hidden sources of javascript errors

Quite often developers complain about getting javascript errors when the form does not contain any scripts or events. Explicit script definitions are not the only source of the possible errors: Business Rules are deployed on the client as generated javascript. While it’s unlikely that business rules will generate an erroneous script, it’s worthwhile disabling the […]

Tip #572: Tipster guide to Dynamics CRM 2016 Customizing for Interactive Service Hub

In this video we introduce to the new customizations options that are available for the new Interactive Service Hub as part of Dynamics CRM 2016. We will look at the new interactive Dashboards, entity forms, and entity dashboards. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. […]

Tip #571: Unable to publish solution with calculated fields

If you attempt to publish a solution containing an entity with calculated fields, you may receive the following error message: Field foo_calculated cannot be created or updated because field foo_used_in_condition_or_formula contains an additional formula that uses a parent record. The wording is misleading and confusing because field foo_used_in_condition_or_formula is not a calculated field at all. […]

Tip #569: Migrate knowledgebase articles to Interactive Service Hub like a boss

How to migrate KB article

If there is one bonus take away from the yesterday’s tip, it’s existing KB functionality will soon be deprecated so it is advisable to transition to new KB as soon as possible. So people started to ask, how to do that. tl;dr Long version Yes, some assembly is required. Good news, it’s not that difficult. […]