Tip #1156: Locked fields out of the box

Locked latch

Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]

Tip #1133: Rename the view that causes the drama

Scope viewer

Problem Guido “Future Olive Farmer” Preite was not having any luck importing a solution: This is the situation: Sandbox is 9.0.2.441, Production is 9.0.2.197. From the sandbox we exported a solution as managed, when we import to production we get the following error: this solution package cannot be imported because it contains invalid xml… The […]

Tip #1107: Do not extend system users

Line in sand

Dynamics 365 Online is a great platform for extending almost anything including system entities like systemuser. While it’s easy to customize this entity to add some simple additional information about the user, e.g. charge-out rate, induction training completion date, latest lasertag achievement, etc, it may be not a good idea, after all. The problem is […]

Tip #1100: Consider using parallel workflows instead of if-then statements

(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is interrupted again. Well, we I did mess up the tipping sequence so you’ll see the same things reappearing during the week in case you went off the grid over the weekend. Back to you, Leon. – t.j.) I am not a fan of the term […]

Tip #1092: Chrome trick to make new field appear in the list

Screwdrivers

Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]

Tip #1088: Errors importing marketing list entity in Dynamics 365 v9

Export service

If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]