Tip #1081: Magic of managed solutions and sitemaps

Magic

The topic of managed solutions and sitemaps turned out to be so popular that a few trucks stopped by for the first Tipping Truckstop of 2018. tl;dr Before installing any managed solution, backup your sitemap. Because Managed solutions and sitemap are like magicians and their assistants: one distracts the audience, another one disappears. The story […]

Tip #1072: Open existing contact in All Contacts view

LIbrary contact cards

I need to get out more often. Thanks to the relevance search, I have not used All Contacts view since the awkwardly named Dynamics 365 July 2017 Update seen the light of the day. Because if I have had, I would have noticed that clicking on any contact in this view opens New form instead of […]

Tip #1063: Do not touch currency system views

Protected area

This tip comes from Guillaume Domont. (And you can get your names into the Dynamics 365 History Book™ too by sending your tip to jar@crmtipoftheday.com. Guest Microphone I found a quite interesting bug in my last project. As the CRM/Dynamics 365 is used worldwide, we had to handle the currency changes. The standard currency lookup […]

Tip #900: Check custom roles if users can’t see the app

Role play and theater masks

This tip is from Rocky “Road” Sharma. What if you watched the video on App Designer, applied custom security roles to your app and now your users can’t see the App? If you are using custom security roles and create Dynamics 365 Apps for teams/departments in your organisation, the app may not appear in the […]