Tip #1161: Become real BAD this October

Become BAD

When we were planning Business Application Developer (BAD) Masterclass in Europe earlier this year, we didn’t expect the level of interest it would generate. London and Amsterdam classes were sold out, and the feedback was great. Very much enjoyed. Two days full of knowledge, learning and excitement. Was a great experience to learn new things […]

Tip #1157: Do not delete system components

Sign on a wall saying Do Not Enter

When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]

Tip #1156: Locked fields out of the box

Locked latch

Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]

Tip #1154: When Unified Interface misbehaves

Overlapping zippers creating confusion

We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]

Tip #1152: Attachments to Dynamics 365 Notes

Use carabiner to connect safety harness

Flow is great but can be frustrating at times, as Jerry “Once tipster – forever tipster” Weinstock has discovered when trying to add attachment to a note in Dynamics 365. This is his story File uploads to OneDrive etc work great. Files attach to emails with no issue. A super slick Flow feature! I am […]

Tip #1151: Name that web client

Classic LP player

With so many upcoming and constantly changing features in the world of Dynamics 365/CRM, it’s no wonder that even the best of us are getting confused when it comes to naming things. Regardless of what interface is chosen, it all looks like a web client Mark “Globetrotting Kiwi” Smith: Currently what I hear used 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 #1144: How to add business days

Walk over calendar

Over six months ago I got a tip from Sergio “Behind The Wall” Macías, part of the the driving force behind Spanish-speaking Dynamics 365 community, on how to create a custom workflow activity that adds business days to a specific date in Dynamics 365. In the essence, the calculations are something like this: The heart […]

Tip #1140: Get ready for October 2018 release

The future is clear

No, Microsoft didn’t invent the time machine (though you can buy one in store). As part of modernizing the way Dynamics 365 gets updated, the team has just released October 2018 release notes. Why did the notes get released 3 (and for some features 5) months ahead of schedule? So that customers and partners can […]