So you decide to “refresh” your development environment with a copy of your production environment, but too late you discover that copying an environment over another one makes canvas apps and flows created in that environment go away. What should you do? Other than kicking yourself for not remembering to back up your app and […]
Tip #1250: Forms won’t load in Chrome
With Joel being busy or lazy, I’m claiming credit for that one even though I have nothing to do with it. Problem: Classic UI [allegedly – t.j.] has an issue in v8.x where Chrome will just keep ‘spinning’ on some of the forms without returning anything. Solution: Add an empty JS file to the form. […]
Tip #1245: Tops and bottoms in April ’19 Release
It’s great to see the team advising us in advance about the upcoming features in the April ’19 Release Notes. As with any forward document, it is a living and breathing beast. Some features are being postponed, some replaced, new stuff added. Some of the late-comers are new FetchXML operators. How often you wanted to […]
Tip #1238: Painless upgrade from 8 to 9
Do not pass Go. Do not collect $200 Chance and Community Chest card When planning upgrade of your 8 or 8.2 on-premises instance to version 9, there are two rules: Do not, I repeat, do not consider in-place upgrade. Raise a support ticket and get yourself a build 9.0.02EDIT: download service update 0.3 If you […]
Tip #1228: Control default destination for you Dynamics 365 URL
In some environments with Dynamics 365 v9, when you go to the URL for your Dynamics 365 URL you get the classic default app, while in others you get the Unified Interface app selector. To control this behavior, go to the Power Platform Admin Center , select Environments and select the desired environment. Click the […]
Tip #1227: Use CDS instead of Dynamics 365 connector in Flow
People have been reporting that Dynamics 365 triggers in Flow are not consistent. Sometimes they fire twice, sometimes not at all, sometimes they fire after a manual test run. There are some other weird side-effects I did not even look into. Why? Because of one of them quick tips. Where possible, use Common Data Service […]
Tip #1225: Run OnDemand Workflow in Unified Interface Apps
I did give some consideration to continuing the torture steady stream of Dynamics 365 Portals tips but we have a backlog of good tips sent to us by the community so let’s see what’s in the tipping jar first. Today’s tip is from Shailesh Wath and you too can send your tip to jar@crmtipoftheday.com. (t.j – […]
Tip #1223: Resetting AI for sales
I recently was getting an error when I would try to configure predictive opportunity scoring or Talking Points in Dynamics 365. If you don’t mind losing your existing predictive scoring model data, the following solution fixed it for me: Delete the following solutions:PredictiveOpportunityScoring_upgrade, PredictiveLeadScoring_upgrade, SICommon_Upgrade, RelationshipAnalytics_Upgrade. Manually delete PredictiveOpportunityScoring solution Manually delete PredictiveLeadScoring solution If […]
Tip #1209: Embedding canvas apps in model-driven forms
For those of us who were continuosly torn between canvas apps (on yer device, pixel-perfect, task-oriented) and model-driven apps (a.k.a. good ol’ forms, views, you know, all that Dynamics 365/CRM stuff), the wait is finally over. Embedding canvas apps in model-driven forms is now available as Public preview. First, the official part. Makers can now extend […]
Tip #1208: More entities now work from Unified Interface
Until recently the list of entities that didn’t work on unified interface included goals, connections, campaigns, and marketing lists. With recent updates, these entities can now be accessed from unified interface model driven apps. This is great news if you use one of these entities–I’m especially excited about marketing lists, as there are many great […]