Tip #1158: Be very selective in the grid

Coffee choice

As I was discussing the workaround for the N:N regression bug, I noticed that some of the users, especially those switching from classic UI, are somewhat confused how to disassociate the records in the Unified Interface. The UI can be, indeed, a bit confusing, especially when the viewport is small and the subgrid switches to […]

Tip #1157: Do not delete system components

Sign on a wall saying Do Not Enter

When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]

Tip #1152: Attachments to Dynamics 365 Notes

Use carabiner to connect safety harness

Flow is great but can be frustrating at times, as Jerry “Once tipster – forever tipster” Weinstock has discovered when trying to add attachment to a note in Dynamics 365. This is his story File uploads to OneDrive etc work great. Files attach to emails with no issue. A super slick Flow feature! I am […]

Tip #1151: Name that web client

Classic LP player

With so many upcoming and constantly changing features in the world of Dynamics 365/CRM, it’s no wonder that even the best of us are getting confused when it comes to naming things. Regardless of what interface is chosen, it all looks like a web client Mark “Globetrotting Kiwi” Smith: Currently what I hear used is […]

Tip #1145: Tracing in Azure Functions MkIII

Tracing

This never ends. Shortly after I finished writing about tracing in Azure Functions, I found Daryl “Always Raising” LaBar explaining how to use ExtendedOrganizationService wrapper to easily capture everything in your plugin: Wouldn’t it be nice for debugging if your plugins automatically traced every IOrganzationService Request, along with the parameters and the time that it […]

Tip #1144: How to add business days

Walk over calendar

Over six months ago I got a tip from Sergio “Behind The Wall” Macías, part of the the driving force behind Spanish-speaking Dynamics 365 community, on how to create a custom workflow activity that adds business days to a specific date in Dynamics 365. In the essence, the calculations are something like this: The heart […]

Tip #1142: Tracing in Azure Functions MkII

Trace the numbers

When describing tracing  in Azure Functions previously, I dropped almost in passing that to capture .NET traces in Azure Functions is easy – just create your own TraceListener. I also added that the code takes a shortcut with log.Info and requires a bit of tuning like mapping logging levels from Connector to TraceWriter but those […]

Tip #1140: Get ready for October 2018 release

The future is clear

No, Microsoft didn’t invent the time machine (though you can buy one in store). As part of modernizing the way Dynamics 365 gets updated, the team has just released October 2018 release notes. Why did the notes get released 3 (and for some features 5) months ahead of schedule? So that customers and partners can […]

Tip #1137: Learn language and study API to simplify your code

Simple life

I already wrote about the benefits of learning new language features. Equally important is to understand what assemblies are available as part of Dynamics 365 SDK, how they work, what classes and interfaces are available, and how the edge cases work (basically, “what-if” scenarios, like “what if this is null”). This week I had “privilege” […]