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 […]
Tip #847: Web chat is now available
Technically, it is called “Live Assist for Dynamics 365 Powered by CaféX” (hands up who prefers “Web Chat”) and is now available on AppSource. Full details of the announcement are available. As per AppSource guidelines, there is a free trial and a video walkthrough. This app will allow you to embed web chat operator panel […]
Tip #839: Convert workflow into action
My friend Mehmet “Sputnik” Ozdemir is insane. When he asked me how to convert a long and tedious workflow into an action, instead of painstakingly reproducing it step-by-step, I told him that it’s not possible, he’s dreaming and the only sensible thing to do is to call that workflow from the newly minted action. Did […]
Tip #837: How to find out what’s new in portals
Wanted to know what’s in the latest Microsoft Portals release but were afraid to ask? Fear no more and point your browser to a kb article Portal Capabilities for Microsoft Dynamics 365 Releases. Now we only need to pursuade the other teams like Field Services and PSA to do the same. And I’m out of […]
Tip #834: Avoiding SQL Server timeouts when deleting records
Once upon a time, CRM wouldn’t delete records when you pressed the kill switch. It would mark the records for deletion and quietly eradicate them in the darkness of the night. But, hey, the said, we now have better servers, they said, and our SQL Servers are much smarter, they said, and gave us a […]
Tip #832: Dynamic does not work in sandbox
Dynamic not DynamicS. The reference is to dynamic keyword making C# developer’s life easier since 2010. As Rickard “Ikea Frysta Köttbullar” Norström has discovered, the following code works in a sandbox on-premises but spits the dummy in Dynamics 365 Online environment. Not all sandboxes were created equal, it seems. Avoiding dynamic and using explicit cast […]
Tip #831: Avoiding pain when renewing certificates in AD FS
Expiring certificate for https://adfs.contoso.com, you say? Considering Let’s Encrypt goodness, that should be easy to fix, right? Import new certificate (make sure to include private key) Grant permission to AD FS service account to read the private key Open AD FS manager, navigate to AD FS > Service > Certificates Click Set Service Communications Certificate… and […]