If you are a developer, deprecated Dynamics 365 features are not the only ones to watch out for. Much shinier and more exciting is the list of what’s coming in July 2017 (a.k.a. Spring) Update. This is a very short summary what I think we should be paying close attention to, you’ll notice slightly rearranged […]
With the imminent release of the next major version of Dynamics 365 (v 9.0), it’s time to do some forward planning to utilize new features. Quite often new features mean better ways to do old tasks and sometimes that’s going to be the only way forward. Yes, I’m talking about deprecated features. Don’t be alarmed, […]
Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it’s missing a vital field from CRM? Typically, this means you have to redo all the work you did originally to include the […]
Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]
We’ve been hosting Dynamics CRM/365 instances for our customers since CRM 4 days but lately they have been moving to Dynamics 365 Online in drones (awesome – now I can sleep at night!). Some have been hesitant because we were using geo-restrictions for their instances (implemented in a supported way). Digging into why it was […]
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 […]
The alternate key saga did attract some attention and we received the definite say from Brandon Simons, who’s probably as close to the proverbial Dynamics 365 metal as it gets. tl;dr Alternate keys can be in an inactive state when the definition is created but the unique index is not. These pending keys can be […]
We all love the tips that are short, straight to the point, and very useful. Hmmm, that sounds somewhat like a dating profile. Anyway, the tip from Rick Lyle is precisely all of the above (except the dating profile, that is). I’ve found that if you’re installing Project Service Automation (PSA) into an existing Dynamics 365 […]
tl;dr If you have duplicate values present in a field, creating alternate key on that field will fail. However, when a solution that includes alternate key is imported into the deployment where duplicates are present, the import does not fail and completes with the warning indicating that alternate key was not created. Long story Not […]
Today’s tip comes from Daryl “Always Raising” LaBar. (And you can submit your tips too by emailing them to jar@crmtipoftheday.com.) I was having issues downloading the OData Metadata from the Developer Resources for a particular CRM Instance. I’d click the “Download OData Metadata” and get a generic CRM Error: An underhanded exception has occurred. After […]
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