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 […]

Tip #867: Video Guide to Dynamics 365 Unified Scheduling

Schedule board

In this video we look at how to use Dynamics 365 Unified Scheduling feature to setup and schedule other entities (such as Cases, Opportunities, Custom Entities, etc.) using the Schedule Board that is apart of either the Field Service or Project Service Automation Solutions. Give us your feedback, all of it: good, bad, and ugly, […]

Tip #865: Watch your language with App Designer

US vs UK muffin

Usually we don’t publish short-lived bugs tips but when Steven “:D 🙂 😐 :/ :(” Foster is in trouble, we all are. tl;dr When App Designer does not save the changes, watch your language. Set it to one of the 45 languages supported by Dynamics 365, that is. #@$*&^$%!( Has anyone been using the App […]

Tip #853: Use caution with the View Layout Replicator

This morning we released episode 49 of CRM Audio (the original CRM MVP podcast). One of the topics we discussed with Andrii Butenko was our go-to tools in the XRM toolbox, and one of the tools mentioned was the View Layout Replicator. This power tool has saved many a CRM configurator hours of tedious frustration […]

Tip #770: Power to the users and developers with Chrome extension

Shoot yourself in a foot

If you are developer or power user, and don’t mind shooting yourself in a foot, check out Chrome Extension for Dynamics CRM Power users, available as a Chrome extension or as a birthday suit a.k.a. source code. Just some of our favorite features: God Mode. Makes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes […]