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Even the best of us are still finding their footing with new shiny CRM Web API. Tipsters to the rescue in another mini truck stop. Andrii “Granny’s Moonshine” Butenko was wondering what is the best way to fetch Global OptionSets using Web API (from now on apiendpoint == https://orgname.crm.dynamics.com/api/data/v8.0): I can get all global optionsets […]
Tip #531: CRM, SPA and CORS walk into a bar
If you wanted to access your CRM from the javascript using web services, the only option until CRM 2016 was to wrap your script as a webresource. That way script is hosted in the same domain as CRM and “rides” authenticated session of your browser. External pages were no go because of the Cross-Origin Resource […]
Tip #529: Queuing things in CRM workflow and code
I know it’s and oldie but I just got this question today so perhaps time for a refresher. The question was on “how to queue activities and other things in CRM workflow – I vaguely recall ‘assign’ operation but I can only assign to a user and not a queue”. Long, long time ago CRM […]
Tip #528: Execute them all
While our video dude is stuffing himself with turkey (who’d want to listen even to Morgan Freeman with a mouthful of dry meat?), I’d take this Friday to clarify few things about asking CRM server to do few things at once. There are two ways to do it. ExecuteMultiple ExecuteMultipleRequest has been around for quite […]
Tip #524: Inactive optionsets
One of the advantages of using lookups vs optionsets is the ability to create a “dynamic” set where the available values can be filtered and deactivate when they become obsolete. Optionsets still are very useful because they are easy to set up and use – dropdown as a UI element is all too familiar to […]
Tip #522: Escape CRM Online sandbox
I said it before and I said it again that presenting at the conferences like eXtremeCRM can be a real eye-opener. You quickly learn, for example, that Bob could not make it and you also learn how much people know about CRM. With all the accumulated knowledge it comes as a surprise that some of […]
Tip #519: Keep your precious SharePoint on-premises
Most of the people in our small but very proud Dynamics CRM universe are perfectly aware of the very cool integration between Dynamics CRM Online and SharePoint Online. Yes, the one which is required to enable other cool features like OneNote integration unleashed (had to add a cool word for the third link). As I […]
Tip #516: Say no to the first name
As some of you know, with the exception of the podcast where we keep straight face, Joel and I disagree a lot. This time I think he is wrong and I am right (I think that most of the time, to be fair). Without further ado, our most recent squabble. George I’ve had it with […]
Tip #515: Why lookup control appears disabled
The other day the client asked us to verify the field level security settings on the system. The reason, as they explained it, was that one of the lookup controls appeared disabled and wouldn’t become enabled regardless of what they did to FLS settings. Long story short, the control was disabled not because of the […]
Tip #497: Avoid multi-column sections if using mobile
Another awesome TIL from Scott “Captain Redlaces” Sewell. tl;dr Avoid multi-column sections on your CRM forms. (If you’re going to use the Mobile Apps) Today I Learned If you’re going to use one of the mobile apps in your implementation, avoid using multi-column sections – the layout of these fields will be significantly different from […]