Tip #1211: Mixing entities to build complex views

whisk on saucepan with organic eggs

The trick to get developers to get your job done for free is to challenge them. Which is exactly what Steve “Mr SMB” Mordue has done. Challenge I am trying to create a view of activities, that will show all activities performed by anyone on my team. I know I can create specific view that […]

Tip #1198: Add email address to recipients in javascript

Six colorful mailboxes in a row

The advantage of having access to friendly brainpower is that the problems are getting resolved much quicker. The disadvantage is that it breeds inattentive coding. Daryl “Always Raising” LaBar almost threw in a towel but recovered and redeemed himself with the snippet how to add an arbitrary email address to the list of the email recipients […]

Tip #1197: Unified Interface lookup changes

This is the sign you've been looking for neon signage

Change to how lookups behave in Unified Interface is coming in December. &tl;dr Up until now Unified Interface used Lookup View to perform the search. After the change is rolled out, Unified Interface will use Quick Find view (with resulting columns are still coming from the Lookup View), as the classic interface does. With this […]

Tip #1189: Fill SVG files for all occasions

Woman filling in the cupcakes

I thought we chewed SVG to death and even showed how to create SVG images for a Minecraft Dynamics deployment but Tom-Richard “Another CRM Viking” Follegg proved me wrong. (Would you like to earn a “George is wrong” sticker? Send your tip to jar@crmtipoftheday.com!) By default, when we create modern .SVG files for Dynamics, these […]

Tip #1184: Custom activity in Timeline

Music timeline on a monitor

Under the rapid release cadence one of the challenges is to keep track of what’s changed when and how the features, both old and new, are exposed to end users. It’s like being on Masterchef when today’s challenge is cooking with open fire, tomorrow – flame thrower, and the day after we’re supposed to cook […]

Tip #1183: Templates are not working after upgrade

Man holding a spanner and ready to throw it into the works

Release 9.1.X (the coveted October release) is already here and some organizations have already been upgraded to the new version. Steve “Mr SMB” Mordue was, for a change, on the receiving end, as his customers complained that Word templates stopped working after the upgrade. When a template is selected from a record, new shiny Dynamics […]

Tip #1181: Filtered lookups on editable grids

Filtered coffee

Today’s tip is from Nick “Benchpress” Doelman. Technically it’s from his wife which proves that all of us, MVPs, are mere mortals and the real knowledge still belongs to the users. She only wanted to see contacts that belonged to an account on the record but the lookup view was showing all the contacts. Turns […]

Tip #1179: Add a dash of dash to your autonumbering

Salt bae

&tl;dr Jonas “The Shuffler” Rapp reports: when modifying autonumbering for built-in entities like case, always include a dash in the pattern to stop Dynamics 365 from self-combusting. Long story One of the awesome users of the Auto Number Manager for XrmToolBox managed to break the system settings for Auto Numbers in Dynamics 365, so he […]