Tip #1038: Keep frequent notifications to the business hours

Groundhog

Nagging is a very effective way to get urgent things done. For example, if signature is required, keep sending email reminders every hour until it’s acquired. One of the customers successfully mastered the technique of a recurring self-calling workflow and has been successfully firing emails left and right reminding good people of the outstanding work […]

Tip #1037: Modify data source for Word templates like a boss

Template

Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]

Tip #1027: Quick fix for the date format in portals

Quick fix

When I roll out the new Dynamics 365 portal, especially for a demo, the first thing I want to do is to change the date format. Why? Because of this comprehensive map of all countries that use the MMDDYYYY date format: In Dynamics 365 go to Portals > Portal Languages and open English record. Change […]

Tip #1021: Everything is an app

Apps everywhere

If you provisioning a trial and accidentally or deliberately missed the checkboxes enabling Customer Service, you will end up with Dynamics 365 instance with the “facelifted” Web UI but nothing else. Where’s the much tooted Universal User Interface (UUI) that was meant to replace Interactive Service Hub in the version 9? Well, it’s simply not […]

Tip #1017: Protect your cell number

Phone security

Microsoft’s strong focus on security means sometimes they get false positives for people signing up for trials and misdiagnose them as bots or service abusers. If you provision multiple Dynamics 365 trials, chances are you found yourself in this situation more than once. Other scenario where you wouldn’t want to use your number if you […]

Tip #1013: Include attributes that are not there

Hidden figure

New Developer Guide, as it turned out, contains a lot of useful nuggets, little enhancements that make developer’s life much easier. How many times did you need some field values for the use in javascript but didn’t really want to include the fields on the form? Something like lattitude and longitude, for example. Would it […]

Tip #1012: Developer Guide of the Future says hello

Back to the future

According to the timestamp on the page, it is the future because, as of the time of writing, there is no place on Earth where 31st of October is a reality. Developer Guide for Dynamics 365 Customer Engagement, version 9.0, the release formerly known as July 2017 Update for Dynamics 365 (online), is now available […]