Tip #1209: Embedding canvas apps in model-driven forms

Assorted wooden frames

For those of us who were continuosly torn between canvas apps (on yer device, pixel-perfect, task-oriented) and model-driven apps (a.k.a. good ol’ forms, views, you know, all that Dynamics 365/CRM stuff), the wait is finally over. Embedding canvas apps in model-driven forms is now available as Public preview. First, the official part. Makers can now extend […]

Tip #1197: Unified Interface lookup changes

This is the sign you've been looking for neon signage

Change to how lookups behave in Unified Interface is coming in December. &tl;dr Up until now Unified Interface used Lookup View to perform the search. After the change is rolled out, Unified Interface will use Quick Find view (with resulting columns are still coming from the Lookup View), as the classic interface does. With this […]

Tip #1192: Quick Create for custom entities in Unified Interface

A cheetah uses a termite mound to get a good vantage point to look for the next meal. Masai Mara, Kenya.

Remember the problems with viewing custom activity in Timeline? The unified monster Do I need to sell my left or my right kidney to make the feature X work in Unified Interface? is back. This time, Quick Create was not showing up for custom entities neither for me nor for Guido “Future Olive Farmer” Preite. […]

Tip #1190: Searchable lookup and relationship

Tow zebras obviously in a relationship

I admit that, for a long time, I was under what turned out to be an illusion, that setting Searchable to No had the same effect whether you do it on a lookup or relationship. How wrong was I. (On unrelated note, isn’t “wrong” a binary construct? Wouldn’t that translate to “how zero was my […]

Tip #1189: Fill SVG files for all occasions

Woman filling in the cupcakes

I thought we chewed SVG to death and even showed how to create SVG images for a Minecraft Dynamics deployment but Tom-Richard “Another CRM Viking” Follegg proved me wrong. (Would you like to earn a “George is wrong” sticker? Send your tip to jar@crmtipoftheday.com!) By default, when we create modern .SVG files for Dynamics, these […]

Tip #1185: Customize the document grid

Magnifying glass and color grid

I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out.Reader Good news–with server-side SharePoint integration you can customize the grid more than you could […]

Tip #1184: Custom activity in Timeline

Music timeline on a monitor

Under the rapid release cadence one of the challenges is to keep track of what’s changed when and how the features, both old and new, are exposed to end users. It’s like being on Masterchef when today’s challenge is cooking with open fire, tomorrow – flame thrower, and the day after we’re supposed to cook […]

Tip #1181: Filtered lookups on editable grids

Filtered coffee

Today’s tip is from Nick “Benchpress” Doelman. Technically it’s from his wife which proves that all of us, MVPs, are mere mortals and the real knowledge still belongs to the users. She only wanted to see contacts that belonged to an account on the record but the lookup view was showing all the contacts. Turns […]

Tip #1164: All your forms are belong to us

Hidden figure

Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]

Tip #1157: Do not delete system components

Sign on a wall saying Do Not Enter

When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]