Tip #1072: Open existing contact in All Contacts view

LIbrary contact cards

I need to get out more often. Thanks to the relevance search, I have not used All Contacts view since the awkwardly named Dynamics 365 July 2017 Update seen the light of the day. Because if I have had, I would have noticed that clicking on any contact in this view opens New form instead of […]

Tip #1063: Do not touch currency system views

Protected area

This tip comes from Guillaume Domont. (And you can get your names into the Dynamics 365 History Book™ too by sending your tip to jar@crmtipoftheday.com. Guest Microphone I found a quite interesting bug in my last project. As the CRM/Dynamics 365 is used worldwide, we had to handle the currency changes. The standard currency lookup […]

Tip #1048: Save As is a new New

LP player

There are a few obnoxious special, from a customizer point of view, entities in Dynamics 365. Quote Product, Order Product, Invoice Product, to name but a few. These entities have some artificial limitations around what can be customized. For example, new views cannot be created; NEW button just isn’t there! Sometimes we are so immersed […]

Tip #900: Check custom roles if users can’t see the app

Role play and theater masks

This tip is from Rocky “Road” Sharma. What if you watched the video on App Designer, applied custom security roles to your app and now your users can’t see the App? If you are using custom security roles and create Dynamics 365 Apps for teams/departments in your organisation, the app may not appear in the […]

Tip #885: Don’t get locked up when publishing customizations

Battleship

The browsers war is neverending. Today, A browser is better than B but has problems doing C, that can be done using D browser, but it deprecated feature E which we can get around in browser F but, unfortunately, it has not been approved by the network administrators as it does not support our home […]

Tip #870: How to set an optionset value in the workflow

Groundhog

Sometimes Dynamics 365 plays a cruel déjà vu game. I swear I was able to do that just last week and Dynamics 365 like: Since version 8.2.1.173 Dynamics 365 Online refuses to allow setting up or clearing optionset values in the workflow editor. Yes, you can set it to a fixed value but not to […]