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Tip #1159: Run your script after business rules

Queue

Dynamics 365/CRM customizations inflicted by a customer are always fun. How can I tell their customizations apart? Easy, by the new_ prefix. Where things get really complicated if the customer later asks you to do something they are not sure how to. Just recently I was asked to stop couple fields from being locked if […]

BAD Masterclass

BAD Masterclass 202? Promotion

What Why Where Agenda Tip of the Day and 365.Training present Business Application Developer (BAD) Masterclass What is it The Power Platform has a rapid release cadence and with that come the new features, new developments, and new challenges. In case you were not paying attention, the waves are coming every 6 months. This is your chance to get […]

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 #1100: Consider using parallel workflows instead of if-then statements

(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is interrupted again. Well, we I did mess up the tipping sequence so you’ll see the same things reappearing during the week in case you went off the grid over the weekend. Back to you, Leon. – t.j.) I am not a fan of the term […]

Tip #1089: User Delete Privileges Stretch Further Than You Think

This one was discovered by my KPMG partners in crime Fiona Whiteing and Jijeesh Kunhiraman on a recent project. As you may know, for a record such as a Contact, if I own the record, I can see the child Activities whether my security role gives me permission or not. I do not know if […]

Tip #1067: When two groups say “We want to hide our stuff but see everyone else’s”

Generally my policy is unless there is a REALLY good reason, all data in CRM should be shared. However, on rare occasion, there is a REALLY good reason. When you have one special group who want to hide their, say, Activities from everyone else, a well-placed Business Unit will do the job (either have one […]