We all make poor choices in life. Selecting the right audience for Dynamics 365 Portals is one of them. You made a mistake, you wanted Partner but selected Employee and now you seem to be stuck. You even tried importing all portal solutions by hand and, while they do light up the site selector, audience […]
Delegating some work from plugins to Azure Functions turned out to be not as complex as we expected. Making function to do something useful (like updating Dynamics 365 records) was entirely different story. After running some NEL (naked eye learning) algorithms against our sales pipeline we calculated that an average opportunity value is inflated by […]
Depending on the licensing plan, Dynamics 365 instances can have an option to provision Dynamics 365 Portal. In Dynamics 365 Administration Center navigate to Applications and, if you have portal add-on in your subscription, you will see coveted Not Configured against the Portal Add-On app. Click Manage and off you go with the portal provisioning. […]
You probably heard of the new kid on the Azure block: Azure Functions, that allow serverless execution of code. Wouldn’t that be nice to be able to trigger this serverless execution from Dynamics 365? I’m glad you asked! Since functions are very new, some plumbing is required but not as much as one would think. […]
When creating records for one of the Dynamics 365 solutions, you may find yourself in the same situation as Guido “Trekkie not Star Wars fan” Preite. The simplest possible code to create msdyn_actual (part of the Project Service) generates “The given key was not present in the dictionary” error. One of the advantages (and curses) […]
In Dynamics 365 admin center, you can Reset a sandbox instance – this deletes the current instance and provisions a new one in its place, essentially returning it to the factory conditions. However, any provisioned organization in Dynamics 365 consumes storage – about 180MB for empty Dynamics 365 organization without any sample data or trial […]
This question frequently comes up during the USD (Unified Service Desk, not $) projects and training sessions: what is the most effective way to save/restore the entire USD session? This functionality would enable some interesting scenarios, e.g. transfer the entire session from one user to another with the call transfer, or simply save a complicated […]
Not so long ago we tipped about flushing your portal cache. The main advice is still valid: Do not use cache invalidation handle This method no longer works in online portals, and is now obsolete. Turning your portal off and then back on still works but it’s like using a flamethrower to kill a mosquito. […]
During the provisioning of new Dynamics 365 trial you may find yourself in the situation when provisioning process does not complete and you receive the “Sorry, that didn’t work” error message: Fubar symptoms include: Office portal works just fine CRM trial is actually provisioned and can be found under Billing > Subscriptions No CRM licenses […]
Previously on SaRA: Tip #635: SaRA to help CRM Tip #750: Better diagnostics for CRM for Outlook In this episode, SaRA adds new diagnostic scenarios for web sign-ins: Verify network connectivity Verify sign-in credentials Retrieve the list of Dynamics 365 instances for the tenant. If there is more than one instance, you are prompted to […]
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