Tip #971: Be careful when using unsupported solutions

Martian left alone

It does not happen often but it does happen. After some retrospection, I urge everyone to be very careful when following Joel’s advice on using attachment extractor solution. (Some say one needs to be careful when following any Joel’s advice but that’d be a discussion for another day). My arguments (both of them): It is […]

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 #966: E-mail integration in team or department deployment

Mailboxes

Joel has been producing tips by a truckload, I don’t think he’ll notice if I sneak this one in, especially when a fellow comrade developer David “Xrm.Tools” Yack is in pain. David Anyone have any suggestions for where let’s say a Team/Department gets CRM in their own subscription but their e-mail is still managed by […]

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 #956: Encryption error when configuring Dynamics 365 for Outlook

You try to configure Dynamics 365 for Outlook (legacy Outlook Client) against a sandbox organization that has been copied from production, but when you do, you get an encryption error. This error can be caused by restoring a copy of a production environment that has data encryption enabled and not restoring the encryption key. If […]

Tip #947: Video Guide to Working with Activity Feeds and Auto Post Creation

Hummingbird in flight

In this video we look at Dynamics 365 Activity Feed feature. We walk through how to configure Auto Posting at an Entity level, as well as how to enable the specific rules. In addition we explore how to create a workflow to handle creating rules that are not available by default. Give us your feedback, […]

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 #943: Upgrading development environment to Dynamics 365 On-premises

Dont panic and carry a towel poster

Today’s contribution is “an old school on-prem tip” from Brian Illand. Despite the marketing hype around Dynamics 365 being a whole new product, remember that it is a ‘minor’ upgrade from Dynamics 2016 to Dynamics 365 On-Premise. Dynamics 2016 is v8.0/8.1 and Dynamics 365 is Version 8.2. So, ‘theoretically’, there is a lower than usual […]