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

A hand plugging a wire into a network router

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.

Tip #1219: Root and content pages will make you unemployed

Tree roots on the wall

You crafted a new page in your beloved portal. It’s a work of art. Apple will hire you as a chief designer when they see the page. You change Publishing State from Draft to Published and… Nothing. You wait 5 seconds, F5, still nothing. Ctrl-F5. Nope. Sign in as admin, navigate to /_services/about, Clear Cache, […]

Tip #1215: Automatically manage folder tracking

Colorful folders

Public service announcement: we are back from the Merry Year hiatus and straight to tipping. Tracking folders is a cool feature where you can configure an Exchange folder to be a tracked folder and optionally link it to a Dynamics 365 record so that any email landing in that folder will be automatically tracked and […]