Liquid is a great templating language adding flexibility to your Dynamics 365 Portal templates. However, as any abstraction, it hides some of the things happening under the hood, including some security filtering. Consider this fragment running on authenticated page: And… the count is 2 while expected to be the total number of contacts in this […]
Tip #1205: Local time in Flow using Common Data Service
![vintage brown and white watch lot](https://crmtipoftheday.com/wp-content/uploads/2018/12/heather-zabriskie-65701-unsplash-250x131.jpg)
Remember the times when you wake up and struggle to figure out where you are or what time it is? Of course, you don’t. I personally can’t recall those because lack of space and time awareness goes hand in hand with the selective amnesia. We did create a flow to help you on those occasions. […]
Tip #1203: When and where you pushed that button
![please wait here until you are useful thank you signage on multicolored wall](https://crmtipoftheday.com/wp-content/uploads/2018/12/ehimetalor-unuabona-286503-unsplash-250x131.jpg)
There is a time in life of every developer when they have to clench their fists and… start learning Flow. Today’s topic – localized date time. Flows run on a… in a …. wherever Flows run. Time is UTC in that world. So how does one bring the concept of a time, local to the […]
Tip #1200: Placeholders, colors & lorem ipsum
![Lorem Ipsum on dark blue background](https://crmtipoftheday.com/wp-content/uploads/2018/11/0020502-250x131.png)
To celebrate 1,200 tips I picked up a topic completely unrelated to Dynamics 365/CDS, as one cwshould. Well, sort of. I was working on some materials related to Dynamics 365 Portals and, lo and behold, I needed some placeholders besides qwerty asdf. Text As a placeholder text, you can’t go past lorem ipsum and the original https://lipsum.com. […]
Tip #1192: Quick Create for custom entities in Unified Interface
![A cheetah uses a termite mound to get a good vantage point to look for the next meal. Masai Mara, Kenya.](https://crmtipoftheday.com/wp-content/uploads/2018/11/david-clode-791989-unsplash-250x131.jpg)
Remember the problems with viewing custom activity in Timeline? The unified monster Do I need to sell my left or my right kidney to make the feature X work in Unified Interface? is back. This time, Quick Create was not showing up for custom entities neither for me nor for Guido “Future Olive Farmer” Preite. […]
Tip #1190: Searchable lookup and relationship
![Tow zebras obviously in a relationship](https://crmtipoftheday.com/wp-content/uploads/2018/11/vincent-van-zalinge-391011-unsplash-250x131.jpg)
I admit that, for a long time, I was under what turned out to be an illusion, that setting Searchable to No had the same effect whether you do it on a lookup or relationship. How wrong was I. (On unrelated note, isn’t “wrong” a binary construct? Wouldn’t that translate to “how zero was my […]
Tip #1187: Automatically track all emails
![Two women facing security camera above mounted on structure](https://crmtipoftheday.com/wp-content/uploads/2018/11/matthew-henry-87142-unsplash-250x131.jpg)
Some housekeeping before we dig in. Firstly, the tip is from Mohamed “iProperty” Mostafa but since I was instrumental in rejecting all of his ideas, I’m taking part-credit for it. Secondly, the full title should be Automatically Track All Incoming and Outgoing Email Messages in Dynamics 365 without opening Outlook and across any device :: […]
Tip #1178: Pure Unified Interface trials
![New trial experience](https://crmtipoftheday.com/wp-content/uploads/2018/10/rawpixel-1055781-unsplash-250x131.jpg)
I guess it was only the matter of time until Unified Interface started to take over. And so it begins with the changes coming to the trial experience that will let the customers experience and evaluate their workloads purely on Unified Interface. Summary of experience enhancements are as follows. For more details, please refer to […]
Tip #1174: Create dead souls
![Two skeletons conversing](https://crmtipoftheday.com/wp-content/uploads/2018/10/neonbrand-432965-unsplash-250x131.jpg)
After a short unplanned break we are back! For the past three weeks we’ve been travelling and taking part in Ignite, crafting and teaching BAD Masterclass, and preparing for CRMUG Summit which did leave us with a choice to either breathe or publish CRM Tip of the Day. Good news is that we survived and […]
Tip #1173: Who needs VBA? Skype for Business, that’s who!
![Angry man in a foetus position](https://crmtipoftheday.com/wp-content/uploads/2018/09/mwangi-gatheca-709376-unsplash-250x131.jpg)
This post has soooo nothing to do with Dynamics, it’s not even funny. You know what else is less funny than not funny? When you have 20 minutes before an important Skype for Business session where you’re presenting but any attempt to upload the presentation is met with this: In case the picture is too […]