Tip #1245: Tops and bottoms in April ’19 Release

Tops & Bottoms book cover by Janet Stevens

It’s great to see the team advising us in advance about the upcoming features in the April ’19 Release Notes. As with any forward document, it is a living and breathing beast. Some features are being postponed, some replaced, new stuff added. Some of the late-comers are new FetchXML operators. How often you wanted to […]

Tip #1244: CDS connector may not fire in administration mode

grayscale photo of woman doing silent hand sign

We did recommend using CDS Connector in Flow (more than once, actually) and most of the time it works great. However there have been some reports that CDS Connector does not trigger in the sandbox organizations while working fine in production. Turns out, there is a good explanation, straight from the source: With the new […]

Tip #1236: Review RetrieveMultiple plugins before migrating to Unified Interface

Man looking into microscope

It’s not uncommon to register a plugin on RetrieveMultiple message and fiddle with the output, e.g. drop some values, add some calculations, etc. Chances are that you are changing the QueryExpression, and the plugin is working fine in the classic UI but you will have challenges migrating to Unified Interface. The reason is that in […]

Tip #1233: Make connections via quick create

Two connected boards emitting blue light

Anyone ever use any voodoo to make Quite Create from connections/stakeholders? Experienced customizer (pretending I am Joel – t.j.) If your question is how to make connections via Quick Create, I’ve created a custom entity that creates connections using workflow. You could show that via Quick Create form. Connections are useful but have notoriously bad user experience. We’ve been dealing […]

Tip #1229: Use math to make your chart look good

Multicolored abacus standing upright

It’s Friday afternoon and the management asked you to create a quick chart illustrating your team’s bug handling pipeline. Easy-peasy. Step 1 – extract data from the Squash-A-Bug system Status Count New 4268 Under Review 1921 Planned 516 Completed 229 Step 2 – visualize it as a small dashboard: That…. does not… look… good… (tried […]

Tip #1227: Use CDS instead of Dynamics 365 connector in Flow

black and red variable box mod

People have been reporting that Dynamics 365 triggers in Flow are not consistent. Sometimes they fire twice, sometimes not at all, sometimes they fire after a manual test run. There are some other weird side-effects I did not even look into. Why? Because of one of them quick tips. Where possible, use Common Data Service […]

Tip #1221: Need entity permission for dynamics lookup filters

person holding clear glass pitcher and pouring hot water over the coffee filter

Entity lists in Dynamics 365 Portals include a cool Metadata Filter feature that creates a faceted search over the content of your list. You can filter using text, ranges of values, lookups, optionsets, and even custom FetchXML filter. When you filter by a lookup, you can use a list of static values in your filter, […]

Tip #1220: Accessibility in portals

A white on pink sign with a pictogram of a wheelchair and the arrow pointing to a wheelchair accessible route. Text above the arrow says "Step free Route"

Good news is that the out-of-the-box start portals (Custom portal, Community portal, Partner portal, Customer portal, Employee self-service portal) are accessible. What does it mean and how do you measure it? There are standards, of course, and there are reports on how portals (and Dynamics 365 product line up in general) are compliant with those.