Tip #968: Should I modify system reports?

There are 26 system SSRS reports (not counting subreports) that come with Dynamics 365. If you find one that is close to what you need (like the quote report), should you modify the system report? I say no. Here is why: System reports currently in Dynamics 365 are the same system reports that were in […]

Tip #960: If your FetchXML-based report preview is not working

You are writing a FetchXML based custom SSRS report . When you click the “preview” tab in SQL data tools, the report runs without error, but does not display correctly. Maybe there are records missing, or you enter a parameter value that should return data, and it does not display any results. Is your report wrong? […]

Tip #959: Getting ready for D365 v9: Learn Microsoft Flow

So you have probably heard the news that Microsoft Flow is going to be integrated in Dynamics 365 v.9, allowing Flow to be managed and run directly from the Dynamics 365 menu. But maybe you haven’t paid much attention to Flow (not even Tip 880), but now that it is going to be “in” CRM, you […]

Tip #958: Segmented solutions and lookup fields

Dynamics CRM 2016 or later allows configurators to build segmented solutions that only include the fields, views, and entity components necessary, rather than adding the entire entity to the solution. Be aware that if you add a lookup field to your solution that references an entity that is not already part of the solution, Dynamics will […]

Tip #956: Encryption error when configuring Dynamics 365 for Outlook

You try to configure Dynamics 365 for Outlook (legacy Outlook Client) against a sandbox organization that has been copied from production, but when you do, you get an encryption error. This error can be caused by restoring a copy of a production environment that has data encryption enabled and not restoring the encryption key. If […]

Tip #953: If Voice of the Customer installation fails

You try to install Voice of the Customer, but the installation fails repeatedly. What is going on? You are doing it wrong. Don’t just go to the Dynamics 365 instance picker, click solutions, and then install Voice of the Customer. First go to the Application tab of the instance picker, configure and approve the T&C’s […]