We did write about the consequences of granting and then removing global administrator roles. As Oswin Kroon has discovered, there is more to it if you’re actually using that O365 account to organize things in your life. tl;dr Removing global administrator role from an O365 account may result in a loss of calendar appointments. A […]
Tip #829: Project Service Automation – When are Actuals actually created
Matt “Almost Resident” Johnson is definitely into PSA these days, learning and sharing what he learned. Here’s a quick reference for anyone interested in when the Actuals are created during a Project in PSA. Maybe this will save someone a bit of investigation time or make things clearer in their mind. Time and Materials Project […]
Tip #828: Quickly migrate existing CRM Online licenses to Dynamics 365 licenses using PowerShell
I was not aware that Gayan “Performance Wizard” Perera shares my affection for PowerShell. Until this quick tip on how to bulk migrate CRM Online licenses to Dynamics 365 licenses using PowerShell. Comes in handy when you have to assign the new D365 licenses to hundreds or thousands of users.
Tip #827: Restricting date picker on portal forms
This tip comes directly from none other than Tanguy “The XRM Toolbox” Touzard himself. It’s super easy to build an entity form and a page to allow editing of the Dynamics 365 records in a portal. But what if we want to restrict a date picker control to a certain range, which could be dynamic, […]
Tip #826: USD goodness unleashed
Whether you are an experienced Unified Service Desk developer or just about to dip your toes into the dark waters of USD, you are on a constant lookout for good code samples and snippets. But hey, why not to take it one step further? Jayme Pechan, one of the USD fathers, has made the entire […]
Tip #825: Tabs Gone Wild – Edge and IE
This tip shouldn’t be confused with a politically incorrect reference to ‘Girls Gone Wild’. So let’s get past that and into the issue with Learning Path and IE 11 and Microsoft Edge Browsers. If you open your Dynamics 365 instance in one of these browsers you will get an uncontrollable situation where new tabs start opening […]
Tip #823: Custom Action editor wipes out parameter list
Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]
Tip #822: Getting Started with Connected Field Service
We are glad to report that video tipping service has been restored and eligible customers can apply for a refund. In this video, we look at Dynamics 365’s new Connected Field Service IOT capabilities. We will walk you though how to install and configure the solution both in Dynamics 365 and Azure, how to configure […]
Tip #821: Troubleshoot Xrm.Tooling connection to Dynamics 365
We’ve long been recommending the use of CrmServiceClient in your applications that connect to Dynamics 365. But what to do when the client just wouldn’t connect? The easiest way to start troubleshooting connectivity to Dynamics 365 is to run LoginControlTester.exe that has long been part of the SDK and can be found in <SDK>\Bin folder. […]
Tip #820: Running multiple USD instances
If you ever tried to run Unified Service Desk more than once, you’d be very familiar with this message: Why would one want to run multiple instances? It’s handy during the development and testing to try various deployment scenarios, compare the look of a deployment after configuration changes, and connect to different organizations at the […]