Developers are familiar with the concept of impersonating Dynamics 365 users. It’s easy – all you need to do is to add MSCRMCallerID header to your Web API request, and you’re done (assuming that you have prvActOnBehalfOfAnotherUser privilege). One of the typical scenarios where you’d want to use the impersonation when you have a web […]
When Scott “Mr Ribbon Workbench” Durow was delivering his “Typescript or Die” presentation at CRMUG EMEA last month, he stunned the audience by showing his phone right on the screen without any pairing. He tricked everyone, of course; I don’t believe he even has an iPhone. Turns out, Google Chrome has a not-so-obvious menu when […]
What is your first reaction when you receive email like this one Let’s see. Comes from someone with the name “Workflow”, has attachment and no body text, and refers to financial matters (payment advice/invoice/quote). Delete? Delete! Out of curiosity I did peek into the email just to see what kind of nasty attachment they sent […]
I am not even going to pretend that I can match the eloquence level of some Microsoft announcements so I’m going to copy this one verbatim. In short, if you are a Microsoft Partner with expertise in Azure and/or Dynamics 365, and you deal with the government(s), read and take action. We are excited to […]
Dynamics 365 Online is a great platform for extending almost anything including system entities like systemuser. While it’s easy to customize this entity to add some simple additional information about the user, e.g. charge-out rate, induction training completion date, latest lasertag achievement, etc, it may be not a good idea, after all. The problem is […]
Calling for Dynamics 365 developers around the world but mostly in Europe! CRM Tip of the Day is proud to present an inaugural Business Application Developer Masterclass. Even though the acronym spells “BAD”, it’s going to be good! Without further ado… Dynamics 365 Business Application Developer (BAD) Masterclass The new, Spring 2018 Dynamics 365 release is here […]
(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is over but I’m sure he’ll be back! – t.j.) Sometimes we need to set the value for a field but only if it does not exist, e.g. user did not bother entering it. Like topic for a lead. I’ve seen the implementations where business asked […]
Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]
If your Dynamics 365 instance is 9.0, it is time to ditch deprecated Dynamics 365 for Outlook (add-in) and switch to Dynamics 365 App for Outlook because version 9 is now out of preview. Short summary of the new features and things you can do without leaving Outlook: Unified Interface View tracked email or appointment […]
Dynamics 365 Portals have a very convenient way to control access to knowledgebase articles – content access levels. Link contact, account, or web role to a content access level (e.g. Gold Partners), then simply associate that access level with a knowledgebase article and boom – that article is only available to the users associated with […]
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