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 #858: So you messed up your sitemap
Have you ever tried editing your CRM sitemap, only to find that you somehow messed it up to the point where you can’t get in the application because the sitemap can’t be rendered? How do you get in to fix it? What I recommend is: Get a solution with a clean sitemap, either from an […]
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 #804: Video Guide to Dynamics 365 SiteMap Editor
In this video we look at the new Dynamics 365 built-in Site Map editor that is part of Dynamics 365’s App Designer. We talk about the different ways to access the designer, and how to use it to edit an Application Site Map. Give us your feedback, all of it: good, bad, and ugly, I’m […]
Tip #770: Power to the users and developers with Chrome extension
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 […]
Tip #751: When only some views fail
Symptom Users can freely access entity records in some views but not the others – instead they receive the following error: You do not have permission to access these records. Contact your Microsoft Dynamics CRM administrator. Solution Check that the views that generate “access denied” error do not include fields from the parent entity users […]
Tip #747: If your view is broken
If you followed our yesterday’s tip and tried to set up a workflow automatically adding a user to a team, you may have seen the error message: “To use this saved view, you must remove criteria and columns that refer to deleted or non-searchable items.” The fix is fairly straightforward: find the lookup view in […]
Tip #735: You can now use timezone in your appointments
Sometimes it’s ridiculously trivial bugs that get in the way of implementing great functionality. Luckily, sometimes they get fixed. Gustaf “Surströmming” Westerlund reports from the field. In earlier versions of CRM (I have tested it in CRM 2013 SP1) if you added a whole number field on appointment and formatted it as a timezone, you […]
Tip #734: You already have the icons
Essential part of every good CRM deployment is a nice and concise navigation. That includes customized sitemap and command bars. When new element is added to either of those, user experienced can be greatly enhanced with a good icon. We already referred to the good external sources of the icons but one of the best […]
Tip #732: Knowledge Management is disabled for custom entities
When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]