If you have been administering CRM Online organizations, you may find that your cheese has been moved. Normally, you would click the Office 365 app selector from the Office 365 Admin console, and then select Dynamics CRM to get to the list of organizations. Now you will find that replaced with the snazzy new Dynamics […]
Tip #788: Video Guide to Dynamics 365 Business Rule Changes
In this Video we look at the new options available with Business Rules in the application. Not only does this include the updated editor, but we also look at the new Recommendation Action that is available. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new […]
Tip #787: Creating records in Project Service
When creating records for one of the Dynamics 365 solutions, you may find yourself in the same situation as Guido “Trekkie not Star Wars fan” Preite. The simplest possible code to create msdyn_actual (part of the Project Service) generates “The given key was not present in the dictionary” error. One of the advantages (and curses) […]
Tip #786: Delete vs reset for Dynamics 365 instances
In Dynamics 365 admin center, you can Reset a sandbox instance – this deletes the current instance and provisions a new one in its place, essentially returning it to the factory conditions. However, any provisioned organization in Dynamics 365 consumes storage – about 180MB for empty Dynamics 365 organization without any sample data or trial […]
Tip #785: How to restore USD session
This question frequently comes up during the USD (Unified Service Desk, not $) projects and training sessions: what is the most effective way to save/restore the entire USD session? This functionality would enable some interesting scenarios, e.g. transfer the entire session from one user to another with the call transfer, or simply save a complicated […]
Tip #784: Some finesse in portal cache resets
Not so long ago we tipped about flushing your portal cache. The main advice is still valid: Do not use cache invalidation handle This method no longer works in online portals, and is now obsolete. Turning your portal off and then back on still works but it’s like using a flamethrower to kill a mosquito. […]
Tip #783: Video Guide to Dynamics 365 Visual Business Process Flow Editor
In this video we look at new updated Business Process Visual Editor that is included in Dynamics 365. We look at how things are laid out, as well as some of the new options that are available as part of the editor. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]
Tip #780: When trial is “sorry, that didn’t work”
During the provisioning of new Dynamics 365 trial you may find yourself in the situation when provisioning process does not complete and you receive the “Sorry, that didn’t work” error message: Fubar symptoms include: Office portal works just fine CRM trial is actually provisioned and can be found under Billing > Subscriptions No CRM licenses […]
Tip #778: Video guide to Dynamics 365 navigation and basic features
In this high level video, we take our first look at Dynamics 365. We walk through the new App based navigation, look at the new Editable Grid feature, and talk about some of the new changes around Business Process Flows. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]
Tip #773: Video Guide to PowerApps Connection Options
In this video we look at how to create a PowerApp, and connect to the Dynamics 365 instance. We talk about some of the basic commands available and how to work with them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]