Tip #589: Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016

It’s been a while since we’ve heard from Gayan “Not Daddy” Perera. As often the case with Gayan’s tips, this one is a nugget. Moving the stage of a cross entity business process flow programmatically can be achieved by using the NavigateToNextEntity request. Most of the parameters are self explanatory, the only tricky one is […]

Tip #586: Accessing CRM mobile signatures in Dynamics CRM

Raphael Moser sent the following tip to jar@crmtipoftheday.com (and you can do too!) This recent blog post shows how to use the new new signature control feature on mobile apps: http://www.dynamicscrmpros.com/microsoft-dynamics-crm-2016-new-signature-control-feature-phones-tablets/ The problem is only that you can’t show the created signature directly in crm web. The signature is saved as a data URI (someting like “data:image/png;base64,iVBOR…”) […]

Tip #568: Disable new knowledgebase article notification

New KB notification

Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]

Tip #535: Licensing Microsoft Dynamics Marketing trial

Stopping the truck again, otherwise Daniel “Soft king” Cai won’t be able to market his awesome products. Daniel: Computer says “No” I wonder what criteria it is to get a MDM trial. I have successfully requested a new MDM trial, but when I try to assign myself a license for MDM, I am getting the […]

Tip #526: Team is always more than sum of its parts

Another mini truck stop, this time to assist Dylan “Not a real Kiwi” Haskins preserve his sanity. tl;dr If a team has user-level privileges, members of that team will NOT have these privileges for the records owned by individuals and not the team. For example, if the team has a user-level create privilege then a […]

Tip #514: Multi-entity Quick Find blocks solution uninstall

Select entities for Quick Find

The man himself Tanguy “The XRM Toolbox” Touzard has the podium today: If you are getting the error code -2147089917 while trying to uninstall managed solution and the message reads “[entity] did not have a valid Quickfind query”, verify that the entity is not in the list of entities enabled for multi-entity quick search: Settings […]