Tip #1129: Add features to Dynamics 365 Portal

Mixing in the features

Even the best of us occasionally make the wrong choice when provisioning Dynamics 365 Portals, especially when Customer Self-Service seems like an obvious all-encompassing choice. Except that it is not. Take, for example, the case of Feridun “Best Twitter Handle for CRM MVP” Kadir: Problem I have a D365 instance with the customer self-service portal […]

Tip #1127: Don’t update auto number field

Locked boxes with the engraved numbers

We did mentioned in the past that most of the good inventions are driven by the laziness. Auto numbering the new records is one of those. Instead of manually looking up the next available number, calling other users to see if they have any intention of creating a new record in the next few minutes, […]

Tip #1125: Busy times and say .NYET to .NET

Busy hamsters

You probably have noticed a somewhat reduced stream of daily tips. “More like tip of the week now” you say and you’d be right. We’ve been extremely busy in the last couple of months: countless pints consumed in between awesome sessions at CRMUG EMEA in Dublin despite my inept organizational abilities, the inaugural BAD Masterclass […]

Tip #1122: Multiple tokens in cache

Golf balls in a bucket

If you are working with multiple user or app identities (e.g. for testing), and the code uses ADAL, and especially if the application is killed or crashes, you may occasionally get an error: multiple_matching_tokens_detected: The cache contains multiple tokens satisfying the requirements. Call AcquireToken again providing more requirements (e.g. UserId) Note that it does not […]

Tip #1119: How is From resolved to Dynamics 365 record

Survey

Mini Truckstop Today we have a stop with two Vikings (different countries though): Jonas “The Shuffler” Rapp and Marius Agur Hagelund Lind Jonas – Question Recently we have found a new (?) problem at a customer, where emails are incorrectly “connected” to the wrong sender. By what rule/rules does Dynamics 365 chose which record to […]

Tip #1116: Microsoft Dynamics 365 Documents are Open Source

Come in we're open sign

This tip is from Aron Fischman from xRM Edge.  (You can be a tipster too, just send your revelation to jar@crmtipoftheday.com) This topic may be old news for you but I just found out about it. Today as I was researching a development topic I was pleasantly surprised to find out that Microsoft has open-sourced the […]

Tip #1113: Bing Maps disappearing act

You are here

This tip is from Miquel “Third musketeer” Julien (who runs an excellent http://www.guidemicrosoftdynamics.com/ French Dynamics 365 tipping site). If your Bing Maps integration is disabled (under Settings > Administration > System Settings > General tab) then any section containing Bing Maps control will be hidden, regardless of any controls it may contain. 1,000 words™   […]

Tip #1112: Impersonate Azure AD users

Elvis impersonator

Developers are familiar with the concept of impersonating Dynamics 365 users. It’s easy – all you need to do is to add MSCRMCallerID header to your Web API request, and you’re done (assuming that you have prvActOnBehalfOfAnotherUser privilege). One of the typical scenarios where you’d want to use the impersonation when you have a web […]

Tip #1110: Don’t let your workflow emails go to waste

Garbage

What is your first reaction when you receive email like this one Let’s see. Comes from someone with the name “Workflow”, has attachment and no body text, and refers to financial matters (payment advice/invoice/quote). Delete? Delete! Out of curiosity I did peek into the email just to see what kind of nasty attachment they sent […]

Tip #1108: Good news for Australian and New Zealand partners

Australia and New Zealand

I am not even going to pretend that I can match the eloquence level of some Microsoft announcements so I’m going to copy this one verbatim. In short, if you are a Microsoft Partner with expertise in Azure and/or Dynamics 365, and you deal with the government(s), read and take action. We are excited to […]