Tip #1396: Multi-currency aggregates in Dataverse

tl;dr When using aggregates with multiple currencies make sure the business understands how the totals are calculated, how exchange rate is used, and why it’s a good idea to roll out your own calculations. Bring it on Multi-currency support has always been one of the staple features of …. eerrr … Dataverse since version … […]

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 #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 […]