Tip #927: Duplicates when merging

Merging illustration

When you merge two records you may receive the following cryptic message: A record that has the attribute value {1} already exists. The entity key {0} requires that this set of attributes contains unique values. Select unique values and try again What? Select where? That’s really confusing because the merge process is supposed to ignore […]

Tip #920: Smart licensing with dual use rights

Penny savvy

One of the key features of Dynamics 365 is the choice of the deployment platform: go online, on-premises or partner-hosted. With Dynamics 365 Online leading the way, licensing has evolved beyond simplistic “pay-per-server-plus-cal” model of the past. For penny savvy customers, the recommended bedside reading is Dynamics 365 On-Premises Enterprise Edition Licensing Guide. If you […]

Tip #911: Developers, start planning for new features

Code developer

If you are a developer, deprecated Dynamics 365 features are not the only ones to watch out for. Much shinier and more exciting is the list of what’s coming in July 2017 (a.k.a. Spring) Update. This is a very short summary what I think we should be paying close attention to, you’ll notice slightly rearranged […]

Tip #901: Restricting access to your instance revisited

Access restrictions

We’ve been hosting Dynamics CRM/365 instances for our customers since CRM 4 days but lately they have been moving to Dynamics 365 Online in drones (awesome – now I can sleep at night!). Some have been hesitant because we were using geo-restrictions for their instances (implemented in a supported way). Digging into why it was […]

Tip #900: Check custom roles if users can’t see the app

Role play and theater masks

This tip is from Rocky “Road” Sharma. What if you watched the video on App Designer, applied custom security roles to your app and now your users can’t see the App? If you are using custom security roles and create Dynamics 365 Apps for teams/departments in your organisation, the app may not appear in the […]

Tip #899: If email gets rejected check for duplicate addresses

Duplicate stamp

tl;dr When incoming email gets rejected, check if you have records in mail-enabled entities (contacts, accounts, queues, and system users OOB) using the same email address. I’ve done this today Set up a hybrid server-side sync for a customer. (There are some gaps in the docs, this is a recommended reading companion.) Add a support […]

Tip #897: Alternate key, duplicate data, and solutions: part 2

Alternate key

The alternate key saga did attract some attention and we received the definite say from Brandon Simons, who’s probably as close to the proverbial Dynamics 365 metal as it gets. tl;dr Alternate keys can be in an inactive state when the definition is created but the unique index is not. These pending keys can be […]