Tip #797: When expanding, bring the id with you

Identity

The week of “just read your mailbox and publish what other smart people found”, continues. Derek Finlinson has the microphone: Ran into an interesting issue with the Web API and expanding navigation properties today that I thought I would pass along. I needed to retrieve an attribute from a lookup value related to an entity […]

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 #776: Power BI tiles on Dynamics 365 dashboards

Tiles puzzle

One of the cool new features in Dynamics CRM 365 is ability to embed Power BI tiles into the dashboards. However, as Andrhe “I’ve got 88 in my handle” Margono has discovered after spinning off a brand new trial, the option to add Power BI tiles to the Dynamics 365 dashboard was nowhere to be […]

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 […]

Tip #717: Multi-line text on quick view forms

I will not use salesforce

Quick View forms are awesome, they are peekaboo utility for your records and can be used when summary information is required. There are some restrictions in place to make these forms fast and efficient. One of the restrictions is that all formatting options for controls are taken away. As usually the case, baby was thrown […]

Tip #712: How to add a spacer to CRM Business Process Flow

Tile spacers

With so many tips to share, Daryl “New MVP on the block” LaBar is on a fast track to become one of our resident tipsters. Here is another good one. The CRM form designer has a spacer control allowing to achieve some finesse in the form layout. This feature is sorely missing in CRM Business […]

Tip #711: Record merge fails when assignee has insufficient privileges

Assignee has insufficient privileges

Guido “Trekkie not Star Wars fan” Preite is not the man to puzzle easily but even he was confused: Someone faced this error before? “Assignee has insufficient privileges” when merging two contacts. The User is System Administrator and the same user is the owner of both records. No plugins running on the merge message. CRM […]

Tip #706: Passing arguments to the webresource does not work after authentication

Fallen god

We are all mortals, after all. I just witnessed a rare occassion when even Tanguy “The XRM Toolbox” Touzard needed a helping hand from none other than Andrii “Khohol” Butenko. Tanguy I’m working on a really simple integration where an external app needs to open a webresource with parameters passed in data url argument: https://qwerty.crm4.dynamics.com/WebResources/foo_/cti/index.html?data=phonenumber%3d0123456789%26service%3dadv […]