Tip #1037: Modify data source for Word templates like a boss

Template

Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]

Tip #1036: Organization Insights Is The Administrator’s Best Friend

Dynamics now has AppSource where you can download trials and various other goodies for your Dynamics 365 instance. To access it, click on the chevron (down arrow) at the top level of your Dynamics 365 Ribbon, then click “Get more apps”. One which is invaluable for any Dynamics instance is Organization Insights from Microsoft. This […]

Tip #1034: Set Yourself Up For Efficient Importing

Prepare for import

Importing into Dynamics 365 can be concerning to even the most hardened of CRM consultants. Often, if we are importing into a production system, we have tight schedules to get in and out before the users log in. If we are still importing data when the users come online, the system can be unacceptably slow […]

Tip #1021: Everything is an app

Apps everywhere

If you provisioning a trial and accidentally or deliberately missed the checkboxes enabling Customer Service, you will end up with Dynamics 365 instance with the “facelifted” Web UI but nothing else. Where’s the much tooted Universal User Interface (UUI) that was meant to replace Interactive Service Hub in the version 9? Well, it’s simply not […]

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 #986: Specify language for Online Management API

International flags

As soon as the word got out that I managed to use Online Management API to create backups in Azure, Marius Agur Pedersen reached out to me about the support case with Microsoft that he had in the limbo for a number of weeks. Basically, Marius was able to retrieve instances but any attempt to […]