Microsoft’s strong focus on security means sometimes they get false positives for people signing up for trials and misdiagnose them as bots or service abusers. If you provision multiple Dynamics 365 trials, chances are you found yourself in this situation more than once. Other scenario where you wouldn’t want to use your number if you […]
Tip #1015: Remove mandatory and locked fields
Tip 1006: “Remove the stuff you don’t need. Doing tickets for internal helpdesk and don’t need entitlements? Turn it off and remove it from the form.”. Easy for Joel to say. Dynamics 365 has a lot of baggage, both good and bad – let’s see what happens when I create a new Case form. We […]
Tip #1013: Include attributes that are not there
New Developer Guide, as it turned out, contains a lot of useful nuggets, little enhancements that make developer’s life much easier. How many times did you need some field values for the use in javascript but didn’t really want to include the fields on the form? Something like lattitude and longitude, for example. Would it […]
Tip #1012: Developer Guide of the Future says hello
According to the timestamp on the page, it is the future because, as of the time of writing, there is no place on Earth where 31st of October is a reality. Developer Guide for Dynamics 365 Customer Engagement, version 9.0, the release formerly known as July 2017 Update for Dynamics 365 (online), is now available […]
Tip #1010: Use synchronization filters
I have a customer who is running Dyn 2016 8.0 On-prem and Server Side Sync. One of the accounts has 12000+ appointments and when/if we do a “Test and Approve” of the mailbox it seems that the resync of the mailbox with the Exchange Server (ver 2010) takes a very long time, often over 12 […]
Tip #1005: Keep your portals warm and cuddly
This week I had a privilege to sit among Australian Technical Solution Professionals (TSPs) absorbing some of the best selling techniques delivered by none other than our resident video tipster Derik Bormann. One of challenges of the pre-sales demos is that they need to flow as smooth as butter – there is no room for […]
Tip #996: Learn at the summit
What’s the point of running CRM Tip of The Day site if you can’t wheel it out when you need a bit of a promotion? So here we go. If you’re attending D365UG/CRMUG Summit in Nashville next week, and thirsty for more Dynamics 365 goodness, consider signing up for one of the 25 D365UG/CRMUG Academy […]
Tip #990: New ways to consume tip of the day
With only a handful of tips left before the extra digit kicks in, we thought it’d be a good idea to quickly tell you the new ways to consume tip of the day. If you are a proud owner of a device running iOS 9 or later, you can now subscribe and read tip of […]
Tip #986: Specify language for Online Management API
As soon as the word got out that I managed to use Online Management API to create backups in Azure, Marius Agur Pedersen reached out to me about the support case with Microsoft that he had in the limbo for a number of weeks. Basically, Marius was able to retrieve instances but any attempt to […]
Tip #985: Use Azure for permanent instance backups
In the tip 759 we suggested keeping a sandbox instance as your persistent backup because Dynamics 365 Management Center provides no control over the backup lifetime. Later, we were excited about introduction of the Online Management API and, as it turned out, all for the right reasons. Using the API, administrators can now backup a […]