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 […]
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 […]
Country fields in D365 are text fields. The reason they are text fields is that that’s how it works in Outlook, and since addresses for contacts in OUtlook synchronize with D365, they are text fields in D365. Many companies that use CRM have replaced the country and state fields with option sets or lookup fields; […]
(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is over but I’m sure he’ll be back! – t.j.) Sometimes we need to set the value for a field but only if it does not exist, e.g. user did not bother entering it. Like topic for a lead. I’ve seen the implementations where business asked […]
This post concludes chart week fortnight on CRM Tip of the Day. Thanks to Ulrik for these great tips. It isn’t always obvious where to go in the chart XML to make changes to certain areas. We’ve created this handy cheat sheet so you can see where to go to change what in the chart. […]
(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 […]
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 […]
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. […]
The topic of managed solutions and sitemaps turned out to be so popular that a few trucks stopped by for the first Tipping Truckstop of 2018. tl;dr Before installing any managed solution, backup your sitemap. Because Managed solutions and sitemap are like magicians and their assistants: one distracts the audience, another one disappears. The story […]
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 […]
of the