Tip #1153: When Upgrading, Consider the Whole Ecosystem

It is that time of year when people turn their thoughts to upgrading; the October 18 release has been announced and for those on Dynamics 365 Online v8, the clock has started. I was recently with a client who had a pretty typical setup. They had Dynamics 365 Online, NAV 2016, and an online shopping […]

Tip #1138: Obtenga your Dynamics 365 trial dans la правильном Sprache

Hola

Dynamics 365 supports 43 base languages, and sometimes you need the right one for the trial. In theory, it’s as easy as 1-2-3: Un Clément “French but not Tanguy” Olivier was having no luck provisioning a trial instance in his langue maternelle: For a client demo, I had to create a new Trial instance (on […]

Tip #1130: Refactoring Makes Sense For Configuration Too

If you hang around developers long enough you will hear them use the term “refactoring”. On one project, the developer even had a “Refactor Friday” where this is all they did at the end of the week. So what is refactoring and why should us configuration folks care? Refactoring is taking existing code and reworking […]

Tip #1113: Bing Maps disappearing act

You are here

This tip is from Miquel “Third musketeer” Julien (who runs an excellent http://www.guidemicrosoftdynamics.com/ French Dynamics 365 tipping site). If your Bing Maps integration is disabled (under Settings > Administration > System Settings > General tab) then any section containing Bing Maps control will be hidden, regardless of any controls it may contain. 1,000 words™   […]

Tip #1108: Good news for Australian and New Zealand partners

Australia and New Zealand

I am not even going to pretend that I can match the eloquence level of some Microsoft announcements so I’m going to copy this one verbatim. In short, if you are a Microsoft Partner with expertise in Azure and/or Dynamics 365, and you deal with the government(s), read and take action. We are excited to […]

Tip #1082: Forming an opinion on which form

If we use ClickDimensions and Dynamics Portals, we have a wealth of options when it comes to creating a form for an external party to fill out. We have: Dynamics Portals Web Forms (and Entity Forms but these are in my ways a simplified version of Web Forms) ClickDimensions Surveys ClickDimensions Web Forms The question […]

Tip #1079: Security Design Principles

We have a lot of flexibility when it comes to security in Dynamics 365; field-level, record-level, hierarchy, ad hoc sharing and so on. Sometimes, depending on the requirements, there are a few ways to skin the cat (such a violent expression). Whenever you are presented with a range of options to solve a problem, it […]

Tip #1075: Get off the bad server process

Leaping lizard escapes

One minute your instance is humming along just fine, then suddenly it’s spewing strange errors something like The customized site map could not be used because it is configured incorrectly. The default site map has been applied instead. To resolve this issue, repair the customized site map and import it again. The url, as frequently […]

Tip #1068: How to Grant Access to Organization Insights

Back in my first TOTD post, I sung the benefits of Organization Insights. It is truly the administrator’s best friend. But what if a non-administrator wants in on the action? It turns out that, by default, the only two Security Roles that can see the Organization Insights dashboard are the System Administrator and System Customizer […]

Tip #1065: How to get clean Customer Service trial

Mess

When Neil “Agile” Benson installed a new Customer Service trial, he got more than he bargained for: Trial Site Map Customization, FreeTrialBaseSolution2, Trial for Field Service, Trial of Microsoft Dynamics 365 for Project Service Automation, etc. And he didn’t select or want Field Service or Project Service Automation apps added either. Why does the trial […]