In this video we look at the new Dynamics 365 built-in Site Map editor that is part of Dynamics 365’s App Designer. We talk about the different ways to access the designer, and how to use it to edit an Application Site Map. Give us your feedback, all of it: good, bad, and ugly, I’m […]
If you have deployed CRM mobile apps for phones or tablets, you may have found that sometimes form scripts that work in browser on a PC do not work in mobile, or the mobile app gives you an error message that you don’t see in the browser on your computer. This can be frustrating as mobile devices […]
So you licensed Dynamics CRM Online prior to the November release of Dynamics 365, and you want to go to Dynamics 365 now, without waiting for the upgrades to happen in January (and you haven’t really done much configuration in your environment). Here’s how you can have that Dynamics 365 goodness right now: Go to […]
You have a field that you want to make read only. So you check the box on the form field properties to make the field read only. If you have Dynamics 365, keep in mind that there are now more places than the form that fields may be updated–editable grids. Just setting the field on […]
In this video, we take a more in depth look at Dynamics 365 Apps Modules. We look at how they are presented in the application, how to create them, how to control security, how to work with the different components, and more. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]
If you are using Microsoft.Xrm.Tooling.Connector.CrmServiceClient and relying on nuget to reference the assembly in your project (as you should) then you need to be aware of what seems to be an odd behavior but is, in fact, a bug fix. Run the following code: And get: Wait a minute, what? Same user and org? Despite […]
Love those days when people send their gems and discoveries to jar@crmtipoftheday.com – other people’s cleverness tend to rub off on us, making us a bit smarter every single post. Aron Fischman from xRM Edge LLC made this intricate discovery while working on a product that calculates aggregates on CRM data. In his travels he’s […]
We all make poor choices in life. Selecting the right audience for Dynamics 365 Portals is one of them. You made a mistake, you wanted Partner but selected Employee and now you seem to be stuck. You even tried importing all portal solutions by hand and, while they do light up the site selector, audience […]
Delegating some work from plugins to Azure Functions turned out to be not as complex as we expected. Making function to do something useful (like updating Dynamics 365 records) was entirely different story. After running some NEL (naked eye learning) algorithms against our sales pipeline we calculated that an average opportunity value is inflated by […]
You probably heard of the new kid on the Azure block: Azure Functions, that allow serverless execution of code. Wouldn’t that be nice to be able to trigger this serverless execution from Dynamics 365? I’m glad you asked! Since functions are very new, some plumbing is required but not as much as one would think. […]
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