I couldn’t believe that there is something in Dynamics 365 world that Scott “Mr. Ribbon Workbench” Durow doesn’t know! Scott When importing solutions from 8.1 into 8.2 or upgrading orgs – is there a trick to rename the default app from ‘Dynamics 365 – custom’ to something else without having to create a new app? […]
Tip #726: Dude, where is my option to export for update?
Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]
Tip #706: Passing arguments to the webresource does not work after authentication
We are all mortals, after all. I just witnessed a rare occassion when even Tanguy “The XRM Toolbox” Touzard needed a helping hand from none other than Andrii “Khohol” Butenko. Tanguy I’m working on a really simple integration where an external app needs to open a webresource with parameters passed in data url argument: https://qwerty.crm4.dynamics.com/WebResources/foo_/cti/index.html?data=phonenumber%3d0123456789%26service%3dadv […]
Tip #702: How to tell apart system roles and their clones
It’s been a while since we had a truckstop but Larry “Tex” Lentz keeps asking questions on behalf of some mysteryous “students”. Let’s stop and listen. How can one tell if a security role is a copy and which role it’s a copy of? Feridun “Best Twitter Handle for CRM MVP” Kadir closed the discussion […]
Tip #638: Cryptic entries in audit log
Mini truckstop, the only remarkable thing about it that this time I was on the receiving end. I was helping a customer to get to the bottom of some strange behavior when I noticed this entry in the audit log: What. Is. That?! 10 minutes later after failed boogle-fu, I’ve reached out for help. About […]
Tip #625: The death of Activity Feeds has been exaggerated
I’ll start today’s truckstop with a rant (which, in itself, is nothing unusual). <rant> Why do I always have to type up Joel’s tips for him? What world are we living in when even Jukka “Kalsarikännit” Niiranen does not know the answer? </rant> Jukka New 2016 instances of CRM Online no longer show the custom […]
Tip #604: Where to find quick campaigns
This is not even a real truckstop, more of a drive-by, really. Q Larry “Tex” Lentz wonders if they’re was a way to use Advanced Find to search for Quick Campaigns. Can’t see it from AF editor. & A You won’t find it by name in the Advanced Find, Larry, since Quick Campaign is […]
Tip #596: Prepare client customizations or watch the paint dry
This truck stop is somewhat unusual. Traditionally, we have a question and one or more answers to serve. This time we have two people independently arriving at the same question. tl;dr If you are rolling out Dynamics CRM mobile apps or customizing Interactive Service Hub, don’t forget to click Prepare Client Customizations after you publish […]
Tip #568: Disable new knowledgebase article notification
Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]
Tip #564: Avoid cherry-picking in the queues
Mini Truckstop We have not done a truckstop for a while but Joel “Standing on the shoulders of other MVPs” Lindstrom just could not help himself. Question I work with many customer service deployments, and a very common request for certain types of groups is to have a way to auto feed a queue item […]