Tip #1313: Blocked by conditional access

Crime scene do not cross yellow tape

We are back from the travel bursts, some reorganization, and “hold my beer I’m too busy to do it myself” spurts. The first post after this short hiatus is not going to be about Power Automate, however tempting it might be. We’ll get to that subject later on this week. In the meantime, something a […]

Tip #1309: 213 revisited: Embedded user role list

Assorted wooden frames

Seth Bacon commented recently on tip 213 letting us know that it still worked in classic UI to embed a subgrid of security roles on user records, but this approach does not work in unified interface. Well it is 2019 now and we now other methods. Hardit Bhatia explains how to do this with an […]

Tip #1207: Check applied entity permissions in portals

Liquid is a great templating language adding flexibility to your Dynamics 365 Portal templates. However, as any abstraction, it hides some of the things happening under the hood, including some security filtering. Consider this fragment running on authenticated page: And… the count is 2 while expected to be the total number of contacts in this […]

Tip #1156: Locked fields out of the box

Locked latch

Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]

Tip #1147: Revisiting Queues and Teams

Almost two years ago I wrote on the merits of using Teams vs Queues for managing Cases. While I stand behind what I wrote (Teams are simpler but Queues are more powerful) another element raised its head recently which is worthy of consideration if you are going down the path of setting up Case management. […]