Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever

Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]

Tip #1311: Use entity name in Flow lookups

If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]

Tip #1310: Using Flow to test concurrency

A number of silver wind pipes lined up in parallel

Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]

Tip #1302: Should I recreate the account entity?

When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]

Tip #1300: CDS vs Dynamics 365 instances

Man holding an apple in each of his hands comparing the two.

Dynamics 365 Apps are built on top of Common Data Service Citizenship in IT, 2019 edition If that’s the case, we should be able to install/uninstall Dynamics 365 Customer Engagement Apps at will, right? Yes. In theory. In the future. Decoupling Dynamics 365 CE from the underlying platform is a long and painful process. Our […]

Tip #1297: Base your base role on the CDS User role

The very first tip of the day I wrote was Tip 2: Use a Base Security Role. The point of this tip is don’t jam every permission needed by each group into each role–use a common role that includes the minimal permissions needed to log into the application for all users, then create smaller roles […]

Tip #1291: Do NOT create Flows

Arial view of a dam without any water flowing

I am slowly dragging myself back to reality and going through the backlog of the tips submitted by our readers after an insane family holiday… (You can drop your tip into jar@crmtipoftheday.com. I can’t guarantee that we will publish the tip but I can promise that if we don’t, I will write to you personally […]

Tip #1280: To split, or not to split, that is the question!

A marriage certificate paper being cut in two by scissors

The subject of today’s tip is highly debatable but Eric Regnier did do justice to it. (Want to start a discussion of your own? Email your tip to jar@crmtipoftheday.com) In many implementations particularly complex ones, often comes a situation to determine if the same entity should be used for the different “types” (or categories). Say […]

Tip #1278: This message never ends

Brown and white beagle puppy sitting and waiting next to a resting bicycle

Sometimes even the best of the best could be puzzled by the mysterious innerworkings of Dynamics 365/CDS SDK. Tanguy “The XRM Toolbox” Touzard was not having a good day… For one of my projects, I’m using ReassignObjectsOwnerRequest SDK message to move records from one team to another team. When this request should last more than […]