When Neil “Agile” Benson installed a new Customer Service trial, he got more than he bargained for: Trial Site Map Customization, FreeTrialBaseSolution2, Trial for Field Service, Trial of Microsoft Dynamics 365 for Project Service Automation, etc. And he didn’t select or want Field Service or Project Service Automation apps added either. Why does the trial […]
As was mentioned in the Tip 1058, the most simple and easy way to deal with TLS 1.2 in your code is to recompile it with .net 4.6.2+. As David “Xrm.Tools” Yack discovered, it may not work for some of the existing projects. The issue is that, when the framework version changes in Visual Studio […]
There are a few obnoxious special, from a customizer point of view, entities in Dynamics 365. Quote Product, Order Product, Invoice Product, to name but a few. These entities have some artificial limitations around what can be customized. For example, new views cannot be created; NEW button just isn’t there! Sometimes we are so immersed […]
Entity lists in the Dynamics 365 portals do not have any special handling for the lookups – they just render the display names. Fair enough, after all, how is the rendering code supposed to know what page to link to? If you are comfortable with liquid in portals then the task is relatively easy. Just […]
We are one whining bunch. We said that 30-days trials are not long enough. Then we said that 30-days trials are not short enough. Microsoft did listen and now we have some new sign up options. Today Microsoft has released a new Customer Engagement trial sign up service for Microsoft Employees and Partners. You can now […]
Nagging is a very effective way to get urgent things done. For example, if signature is required, keep sending email reminders every hour until it’s acquired. One of the customers successfully mastered the technique of a recurring self-calling workflow and has been successfully firing emails left and right reminding good people of the outstanding work […]
Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]
Every now and then good things come out of England. Convicts shipped to Australia, fish & chips, and a bunch of MVPs, to name but a few. The National Cyber Security Centre (YES, CENTRE), is one of those things. The entire site is full of goodness but their Password Guidance should be a mandatory reading […]
When I roll out the new Dynamics 365 portal, especially for a demo, the first thing I want to do is to change the date format. Why? Because of this comprehensive map of all countries that use the MMDDYYYY date format: In Dynamics 365 go to Portals > Portal Languages and open English record. Change […]
If you provisioning a trial and accidentally or deliberately missed the checkboxes enabling Customer Service, you will end up with Dynamics 365 instance with the “facelifted” Web UI but nothing else. Where’s the much tooted Universal User Interface (UUI) that was meant to replace Interactive Service Hub in the version 9? Well, it’s simply not […]
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