Tip #904: Portal refresh, change notification, and reset button

Time for a change

Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]

Tip #896: Don’t get blacklisted by blasting emails from Dynamics 365

Blacklisting

Today we welcome to the jar Steve “Mr SMB” Mordue. (And you can submit your tips too by emailing them to jar@crmtipoftheday.com.) tl;dr Don’t use Dynamics 365 to blast marketing emails because in worst case scenario either your email server will get blacklisted or you will be suspended / banned from the email service. Instead, […]

Tip #894: Alternate key, duplicate data, and solutions

Duplicate key

tl;dr If you have duplicate values present in a field, creating alternate key on that field will fail. However, when a solution that includes alternate key is imported into the deployment where duplicates are present, the import does not fail and completes with the warning indicating that alternate key was not created. Long story Not […]

Tip #869: Beware of minimal copy side effects

Minimal copy

Ability to copy organizations in Dynamics 365 is invaluable. Ability to perform a minimal copy is a great space-saver. But, as reported by Evan Watson and our own Joel “Silence is also a good a podcast topic” Lindstrom, beware of the deficiencies of a minimal copy. Entities that are copied are listed but what is […]

Tip #868: Avoid changing the organization version during the reset

Who moved my cheese

If you do a reset of a Dynamics 365 sandbox organization (for a good reason reset is not available for production organizations), you may receive the following message: To improve your experience with Dynamics 365, your organization has been moved to another set of servers. When this move was made, the cross-reference that points your […]