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 […]
Tip #784: Some finesse in portal cache resets
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. […]
Tip #780: When trial is “sorry, that didn’t work”
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 […]
Tip #779: SaRA goes web
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 […]
Tip #777: So long Microsoft.Xrm.Client and thanks for all the fish
At the beginning of the year we reported some ongoing issues with CrmServiceClient and recommended continuing use of Microsoft.Xrm.Client. The issues reported have been resolved and, as of now, there are no compelling reasons to use Microsoft.Xrm.Client. If you’re starting new project then the choice is trivial – simply use nuget packages for XrmTooling and […]
Tip #772: Snooping around plugins
This week is MVP Summit week and, since Joel is not around to keep me in check, I’m going wild with the useful tools recommendations. Have you ever started building a new plugin and then hesitated with the question: What the heck are those input parameters for the RetreiveMultiple message? Wonder no more because Blake […]
Tip #771: Dynamics 365 Developer Toolkit is available
Good news for the developers – after long delays and missed Visual Studio releases, Microsoft Dynamics 365 Developer Toolkit has been released as a free Visual Studio extension and is available for download. The first thing you’d want to do after the installation is to let the tool know where your tools live. Go to […]
Tip #770: Power to the users and developers with Chrome extension
If you are developer or power user, and don’t mind shooting yourself in a foot, check out Chrome Extension for Dynamics CRM Power users, available as a Chrome extension or as a birthday suit a.k.a. source code. Just some of our favorite features: God Mode. Makes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes […]
Tip #769: Careful who you use as certificate authority
Sometimes we need to call web services from a plugin or a custom workflow activity. For CRM Online it means calling it from the sandbox and there are certain restrictions that apply to the network access. These restrictions are clear and well understood, however, if you call service over https protocol, one addition restriction applies: […]
Tip #768: Avoid running out of memory when using CRM context
When you process large data in your code, email attachments, for example, there is always a danger of running out of the available memory. Consider this code dealing with the email attachments: The danger here is running out of memory on retrieval of the file attached to the CRM notes. Even though from C# point […]