Tip #823: Custom Action editor wipes out parameter list

Cleaning

Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]

Tip #819: Project Services Lead to Opportunity

Construction site

Today’s tip is from Matt “Almost Resident” Johnson. I recently came across this little conundrum when progressing a Lead through to Opportunity. Maybe this will save someone else a head scratching moment or two. If you convert a Lead to Opportunity by pressing the Qualify button. It will work but the Opportunity it creates will […]

Tip #796: Long live ExecuteFetchRequest!

Long live rock'n'roll

Love those days when people send their gems and discoveries to jar@crmtipoftheday.com – other people’s cleverness tend to rub off on us, making us a bit smarter every single post. Aron Fischman from xRM Edge LLC made this intricate discovery while working on a product that calculates aggregates on CRM data. In his travels he’s […]

Tip #758: When users are unable to save personal views

Private property keep out

tl;dr When no one in your organization including system administrators can create or update personal views, check that you don’t have any plugins registered on all entities to run in a context different from a calling user. Mundane details Symptoms: when personal views are created or updated, all users including system administrators receive the following […]

Tip #744: Manually accept invitations for disabled mailboxes

RSVP

Guido “Trekkie not Star Wars fan” Preite with another tip on maintaining your mailboxes in hybrid environments: In a CRM Online configured with an Hybrid Server Side Synchronization emails sent by a particular users moved to Failed state after few seconds (other users can send emails without issues). In the alert section of the mailbox […]

Tip #726: Dude, where is my option to export for update?

Export Excellence

Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]