Tip #1392: Missing entities in Power Automate

Missing piece

The classic “give me 5 minutes and I’ll whip a flow for you” did not start well. Users entity table was not there. Options Choices: It’s something trivial and I’m simply no longer worthy. ‘u’ is not an actual ‘u’ but Russian ‘и’ typed accidentally but in a weird font. It’s a UI bug It’s […]

Tip #1390: Bring back the green bar

In Tip 1386 we bemoaned the death of the green bar indicator of the installation status of solutions in Power Apps and Dynamics 365. Chart Guy to the rescue! Ulrik Carlsson has created a Power BI report leveraging the FetchXML in Tip 1386 to create a report with green bars that you can use to […]

Tip #1374: Safely remove search box from subgrid

Royal Naval Reserve nurses at work in the operating theatre

Today’s tip is from AK. (Be like AK, and send your next awesome tip to jar@crmtipoftheday.com). Adding a subgrid to model-driven form in the maker portal brings the search box which takes an extra row. If you want to hide it, you may tempt to switch to classic and clear the Display search box. Don’t […]

Tip #1360: Customizing the activity timeline

Timeline of the universe. A representation of the evolution of the universe over 13.77 billion years.

You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]

Tip #1307: PowerApps designer makes your work in progress easier

Monitor on a busy desk with the words "Do More" on the screen

Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]

Tip #1306: Business rules do not work on editable grid

Today’s tip is from Eric Regnier. Got a tip? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal appreciation link) Do you know that business rules (scope = entity) work on editable grids? Pick one of the following answers: Nope didn’t know but will […]

Tip #1294: Export solution before running solution checker

Export Excellence Award

tl;dr If you are getting “Couldn’t Complete” message from the solution checker, verify you can export the solution before running the solution checker. That way you’ll be able to see what’s wrong instead of an unhelpful “couldn’t complete” message. Today’s tip is from Andrew Wolfe. Got a tip? Send it to jar@crmtipoftheday.com. Tip I created […]

Tip #1292: Use the Route Case field

A hand plugging a wire into a network router

In customer service deployments, you can wind up with a bunch of different business processes. Sometimes these processes can conflict. For example: Workflows and flows to route cases created through the user interface Routing rules to automatically route cases created by workflows and auto create rules Auto record creation rules to create cases from emails […]