Tip #904: Portal refresh, change notification, and reset button

Time for a change

Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]

Tip #901: Restricting access to your instance revisited

Access restrictions

We’ve been hosting Dynamics CRM/365 instances for our customers since CRM 4 days but lately they have been moving to Dynamics 365 Online in drones (awesome – now I can sleep at night!). Some have been hesitant because we were using geo-restrictions for their instances (implemented in a supported way). Digging into why it was […]

Tip #900: Check custom roles if users can’t see the app

Role play and theater masks

This tip is from Rocky “Road” Sharma. What if you watched the video on App Designer, applied custom security roles to your app and now your users can’t see the App? If you are using custom security roles and create Dynamics 365 Apps for teams/departments in your organisation, the app may not appear in the […]

Tip #897: Alternate key, duplicate data, and solutions: part 2

Alternate key

The alternate key saga did attract some attention and we received the definite say from Brandon Simons, who’s probably as close to the proverbial Dynamics 365 metal as it gets. tl;dr Alternate keys can be in an inactive state when the definition is created but the unique index is not. These pending keys can be […]

Tip #894: Alternate key, duplicate data, and solutions

Duplicate key

tl;dr If you have duplicate values present in a field, creating alternate key on that field will fail. However, when a solution that includes alternate key is imported into the deployment where duplicates are present, the import does not fail and completes with the warning indicating that alternate key was not created. Long story Not […]

Tip #891: Video Guide to Live Assist Configuration Options

Configuration

In this video, we look at some of the different configuration options that are available through the admin portal for Café X. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. Don’t forget to […]