Tip #1012: Developer Guide of the Future says hello

Back to the future

According to the timestamp on the page, it is the future because, as of the time of writing, there is no place on Earth where 31st of October is a reality. Developer Guide for Dynamics 365 Customer Engagement, version 9.0, the release formerly known as July 2017 Update for Dynamics 365 (online), is now available […]

Tip #994: Compare two security rules

Steve “kick the hornet’s nest” Mordue asks: Does anyone know of a tool for comparing two security roles easily? Good news Steve. There’s a Yack for that. David Yack’s fantastic Xrm.Tools has a security role explorer that allows you to easily compare two Dynamics 365 security roles, identify what is unique to each role, and […]

Tip #970: When attribute and entity collide

Clash

This tip is from Martin Tölk. If the name of an attribute on a custom entity matches the name of the entity itself then you will not find that attribute in the metadata returned by WebAPI. Dynamics 365 will play the games with your brain by adding ‘1’ to the attribute name, presumably to avoid […]

Tip #967: UI testing for Dynamics 365

Fake

Software testing is important and Dynamics 365 is no exception. Fundamentally, developing for Dynamics 365 is different from developing, say, an ASP.NET MVC application but, users don’t really care, do they? It’s a software that hopefully delivers business value, deal with it. Developers who recognize the importance of the process, have always been making inroads […]

Tip #965: Pass Parameters to Quick Create Form

Create together

If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]

Tip #964: Use latest language features

Food evolution

I often find that developers like comfort zones. They tend to use the constructs that they already know and are comfortable with. That includes language features as well. However, programming languages are evolving all the time and new features are introduced with every new release. Those features aren’t just cool, they make developer’s life much […]

Tip #962: Microsoft Portals Source Code Is Available

Portal Source Code

After a very short private preview program, Microsoft has just made the source code for the Dynamics 365 Portals available on the Microsoft Download Center. We’ve already reviewed the topic on the podcast but this milestone is quite significant to deserve another discussion. tl;dr One-off release of portal source code is available for download. If […]

Tip #946: Online Management API for Dynamics 365 Customer Engagement is here

Remote control

Today is a good day if you care about development, and ALM in particular. I’ll be paraphrasing Matt “SDK Deity” Barbour in this post but the news is too big to spend time prettifying it. What is it? It’s a REST API that lets you create and manage Customer Engagement instances in your Office 365 […]

Tip #930: Important changes to the Voice of the Customer installation process

Voice of the customer

A new version of the Voice of the Customer solution was recently released (v.9). The new solutions introduces some changes in the way the solution authenticates with CRM to improve security. To start the installation of the solution, the admin should log in to the Dynamics 365 Administration Center portal in Office 365. In the Administration Center portal, click on the […]