Tip #1332: Open forms as a dialogs in model-driven apps

Child reading a pop up book

Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]

Tip #1310: Using Flow to test concurrency

A number of silver wind pipes lined up in parallel

Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]

Tip #1307: PowerApps designer makes your work in progress easier

Monitor on a busy desk with the words "Do More" on the screen

Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]

Tip #1306: Business rules do not work on editable grid

Today’s tip is from Eric Regnier. Got a tip? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal appreciation link) Do you know that business rules (scope = entity) work on editable grids? Pick one of the following answers: Nope didn’t know but will […]

Tip #1300: CDS vs Dynamics 365 instances

Man holding an apple in each of his hands comparing the two.

Dynamics 365 Apps are built on top of Common Data Service Citizenship in IT, 2019 edition If that’s the case, we should be able to install/uninstall Dynamics 365 Customer Engagement Apps at will, right? Yes. In theory. In the future. Decoupling Dynamics 365 CE from the underlying platform is a long and painful process. Our […]

Tip #1298: Quickest way to filter views and forms in an app

Two hands holding a variety of colorful vegetables

Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week.  If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]