I did write before about impersonating users. It’s a very straightforward “manoeuvre” and is commonly used when there is a service account (could be either non-interactive user or, better, application user) that needs to act as a specific user. There is even a built-in role Delegate which contains an absolute minimum set of privileges required […]
Tip #1166: Dynamic Help now included in Solutions errors
Troubleshooting solution errors has always been either somewhat a guessing game or painful tracking of the solution dependencies. I’m sure they are not fun to deal with for Microsoft support either. Dana Martens, Supportability Program Manager at Microsoft, has some good news about Dynamic help. Yes, Dynamic not Dynamics. Read on. The Solutions feature team […]
Tip #1164: All your forms are belong to us
Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]
Tip #1162: Microsoft Flow Functions Reference
If you are looking for an ultimate reference for the expressions that you can use in Microsoft Flow, it helps to remember that Flow is based on Azure Logic Apps. The functions reference is the same for both, and can be found here. The original question was what functions are available in canvas PowerApps but […]
Tip #1161: Become real BAD this October
When we were planning Business Application Developer (BAD) Masterclass in Europe earlier this year, we didn’t expect the level of interest it would generate. London and Amsterdam classes were sold out, and the feedback was great. Very much enjoyed. Two days full of knowledge, learning and excitement. Was a great experience to learn new things […]
Tip #1160: Bring up client performance center
I’m known to be a bit verbose but at the same time I personally like the tips that are like nuggets – small, shiny, and mostly invisible. This tip comes from Natraj “Always Debugging” Yegnaraman (and you can send your nugget to jar@crmtipoftheday.com too!). Add perf=true URL param in UCI Unified Interface to display performance […]
Tip #1159: Run your script after business rules
Dynamics 365/CRM customizations inflicted by a customer are always fun. How can I tell their customizations apart? Easy, by the new_ prefix. Where things get really complicated if the customer later asks you to do something they are not sure how to. Just recently I was asked to stop couple fields from being locked if […]
Tip #1158: Be very selective in the grid
As I was discussing the workaround for the N:N regression bug, I noticed that some of the users, especially those switching from classic UI, are somewhat confused how to disassociate the records in the Unified Interface. The UI can be, indeed, a bit confusing, especially when the viewport is small and the subgrid switches to […]
Tip #1157: Do not delete system components
When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]
Tip #1152: Attachments to Dynamics 365 Notes
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 […]