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 […]
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 […]
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 […]
In Dynamics 365 2019 wave 2, you can now customize the opportunity close dialog. You can now turn on wave 2 at the Power Platform Admin Center. Once you have wave 2, the first thing you need to do is enable the setting on the sales tab of System Settings. Once this option is set, […]
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 […]
In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]
With Joel being busy or lazy, I’m claiming credit for that one even though I have nothing to do with it. Problem: Classic UI [allegedly – t.j.] has an issue in v8.x where Chrome will just keep ‘spinning’ on some of the forms without returning anything. Solution: Add an empty JS file to the form. […]
Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]
Anyone ever use any voodoo to make Quite Create from connections/stakeholders? Experienced customizer (pretending I am Joel – t.j.) If your question is how to make connections via Quick Create, I’ve created a custom entity that creates connections using workflow. You could show that via Quick Create form. Connections are useful but have notoriously bad user experience. We’ve been dealing […]
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 […]
of the