Tip #1014: How to target delegated administrator in apps

Security administration

I love when people ask a question but then answer it themselves within couple minutes. Take, for example, Steve “RapidStart” Mordue. Has anyone else experienced issues with attempting to use an App Designer built app with Delegated Admin Role? Before I could even type my a non-answer stating that only someone insane would try something […]

Tip #987: Kill a few millions async jobs

Bring in Mr Wolf

When Jonas “Surströmming MkII” Rapp said that “someone should probably get fired”, he was careful to qualify the statement with “asking for a friend”. Sure, we’re here to help, friend or foe. Jonas Some integration job happened to touch fields that should not have been touched, and triggered a few async plugins a couple of […]

Tip #981: Sharing knowledge with Australians

Australian knife

For years Dynamics CRM/365 has been ignoring language variations like Swedish (Finland), English (Irish), and Spanish (Traditional Sort). People working on portals and new knowledge management features thought otherwise and now you can do either using local language variety. Neil “New Release – New Country” Benson always tries to play nice with the locals, this […]

Tip #970: When attribute and entity collide

Clash

This tip is from Martin Tölk. If the name of an attribute on a custom entity matches the name of the entity itself then you will not find that attribute in the metadata returned by WebAPI. Dynamics 365 will play the games with your brain by adding ‘1’ to the attribute name, presumably to avoid […]

Tip #965: Pass Parameters to Quick Create Form

Create together

If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]

Tip #963: Minimum portal licensing requirements

Single user portal licensing

Only someone as thorough as Feridun “Best Twitter Handle for CRM MVP” Kadir would spend their time analysing changes in the new (July 2017) edition of Dynamics 365 Enterprise edition Licensing Guide. As it turned out, it was a very good idea. Until now, one could purchase just a single Team Member license, and get […]

Tip #949: Imported records are not assigned correctly

Just for you

Today’s tip on record import comes from Guido “Trekkie not Star Wars fan” Preite. (And you can contribute too by sending your tip to jar@crmtipoftheday.com) Today I tried to import some accounts from an Excel file in a new CRM instance using the Data Import Wizard, I need also to assign them to the right […]

Tip #943: Upgrading development environment to Dynamics 365 On-premises

Dont panic and carry a towel poster

Today’s contribution is “an old school on-prem tip” from Brian Illand. Despite the marketing hype around Dynamics 365 being a whole new product, remember that it is a ‘minor’ upgrade from Dynamics 2016 to Dynamics 365 On-Premise. Dynamics 2016 is v8.0/8.1 and Dynamics 365 is Version 8.2. So, ‘theoretically’, there is a lower than usual […]