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 […]