Tip #1211: Mixing entities to build complex views

whisk on saucepan with organic eggs

The trick to get developers to get your job done for free is to challenge them. Which is exactly what Steve “Mr SMB” Mordue has done. Challenge I am trying to create a view of activities, that will show all activities performed by anyone on my team. I know I can create specific view that […]

Tip #1209: Embedding canvas apps in model-driven forms

Assorted wooden frames

For those of us who were continuosly torn between canvas apps (on yer device, pixel-perfect, task-oriented) and model-driven apps (a.k.a. good ol’ forms, views, you know, all that Dynamics 365/CRM stuff), the wait is finally over. Embedding canvas apps in model-driven forms is now available as Public preview. First, the official part. Makers can now extend […]

Tip #1198: Add email address to recipients in javascript

Six colorful mailboxes in a row

The advantage of having access to friendly brainpower is that the problems are getting resolved much quicker. The disadvantage is that it breeds inattentive coding. Daryl “Always Raising” LaBar almost threw in a towel but recovered and redeemed himself with the snippet how to add an arbitrary email address to the list of the email recipients […]

Tip #1179: Add a dash of dash to your autonumbering

Salt bae

&tl;dr Jonas “The Shuffler” Rapp reports: when modifying autonumbering for built-in entities like case, always include a dash in the pattern to stop Dynamics 365 from self-combusting. Long story One of the awesome users of the Auto Number Manager for XrmToolBox managed to break the system settings for Auto Numbers in Dynamics 365, so he […]

Tip #1167: Impersonation does not grant extra powers

Anonymous mask

I did write before about impersonating users. It’s a very straightforward “manoeuvre” and is commonly used when there is a service account (could be either non-interactive user or, better, application user) that needs to act as a specific user. There is even a built-in role Delegate which contains an absolute minimum set of privileges required […]

Tip #1159: Run your script after business rules

Queue

Dynamics 365/CRM customizations inflicted by a customer are always fun. How can I tell their customizations apart? Easy, by the new_ prefix. Where things get really complicated if the customer later asks you to do something they are not sure how to. Just recently I was asked to stop couple fields from being locked if […]

Tip #1155: The Clock is Ticking on Your Endpoint

This is very much a collaborative post. Leon had a first go at it, George threatened to rip it all apart if posted because of the tiny technical inconsistencies. The verbal abuse discussion ensued, links were cross-checked, and now we have this. We have known for a while that the Dynamics CRM 2011 endpoint is […]

Tip #1145: Tracing in Azure Functions MkIII

Tracing

This never ends. Shortly after I finished writing about tracing in Azure Functions, I found Daryl “Always Raising” LaBar explaining how to use ExtendedOrganizationService wrapper to easily capture everything in your plugin: Wouldn’t it be nice for debugging if your plugins automatically traced every IOrganzationService Request, along with the parameters and the time that it […]

Tip #1143: Managing Dynamics Goes Beyond Technology

It is easy to focus on training and certifications and think this will be enough to implement or maintain a successful Dynamics system but, especially with process management systems like Dynamics, being tech savvy is not enough. Certainly knowing the system, its limitations and capabilities is important but understanding the impact of change is vital […]