The alternate key saga did attract some attention and we received the definite say from Brandon Simons, who’s probably as close to the proverbial Dynamics 365 metal as it gets. tl;dr Alternate keys can be in an inactive state when the definition is created but the unique index is not. These pending keys can be […]
Tip #891: Video Guide to Live Assist Configuration Options
In this video, we look at some of the different configuration options that are available through the admin portal for Café X. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. Don’t forget to […]
Tip #890: Scratch the Surface – Adaptive Cards
Data visualizations have received their fair share of discussions at Microsoft Build 2017. One particular project did catch my attention – Adaptive Cards. What are Adaptive Cards Adaptive Cards are an open card exchange format enabling developers to exchange UI content in a common and consistent way. Why is it important to us? In Dynamics […]
Tip #889: Become Adobe Marketing Cloud Solutions expert
We’ve known for more than 6 months that Microsoft has selected Adobe as its preferred marketing service for Dynamics 365 Enterprise. While solution details are still sketchy, the good news is that you can already start your journey to become an expert in Adobe Marketing Cloud solutions, long before the integration is released. If you […]
Tip #888: Scratch the Surface – globalize your data
Unless you’ve been living and working under a rock, you’ve probably heard of the Connected Field Services. One of the important pieces of the infrastructure is something bundled under the generic term “databases”, referring to both Azure SQL and DocumentDB. Think of a storage for billions and trillions data points and you get the idea […]
Tip #886: Scratch the Surface – new age workflow
For years we’ve been whining about the workflow editor and rightly so. Can’t indent, can’t reorder, can’t copy, can’t paste. So many good man-hours lost in the battle against corrupted workflows… Every release we’ve been hoping for something better but to no avail. I suspect that the upcoming spring-make-it-late-summer release may too leave the workflow […]
Tip #884: Scratch the Surface – become a mad data scientist
A fortnight ago I’ve had a privilege, a luxury, and a duty (trying to pass for a real developer) to attend CRMUG Focus and Microsoft Build 2017, all within a space of 5 days. The best quote of the entire week came from one of the presenters who had about 4 or 5 Surface devices […]
Tip #870: How to set an optionset value in the workflow
Sometimes Dynamics 365 plays a cruel déjà vu game. I swear I was able to do that just last week and Dynamics 365 like: Since version 8.2.1.173 Dynamics 365 Online refuses to allow setting up or clearing optionset values in the workflow editor. Yes, you can set it to a fixed value but not to […]
Tip #866: Invite others into your Dynamics 365 instance
Gone are the days when every tenant was sitting in their own little room with multiple instances being the best offer we could hope for. With Azure AD B2B generally available (yay!) we can now all invite Damian “Unleashed” Sinay to poke around our Dynamics 365 instances. Why Damian? Because he was the one asking […]
Tip #860: When export to Excel fails for no reason
Dynamics 365 is a temperamental mistress – everything is fine until it is not. Export to Excel has been working for a customer like a clockwork but then one day, without any warning, attempts to export this view: started to generate this error: (Clicking Show technical details would give some useless generic error with the […]