I have a flow on Account, and sometimes I want to trigger that flow to run when a related contact is updated. Given we don’t have child Flows yet, how can I make a change to one record execute a flow on a different entity? One trick that I’ve used on workflow that is also […]
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 […]
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 […]
As discussed in 917, moving Users between Business Units can be difficult and, as Joel suggested in 935, a good option when setting up a new system is to add a child Business Unit from the outset and add all the Users there. In a recent implementation I did not do this (in my defence, […]
Today’s tip comes from Nicholas Hayduk. (You can be a tipster too, just send your revelation to jar@crmtipoftheday.com.) We recently had a customer who added an SSL certificate to their Adxstudio v7 Portal and now wanted to use the HTTPS version as their main URL. Since their site was hosted in an Azure Web App, […]
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 […]
(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 […]
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 […]
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 […]
Who would have thought that the wild celebration of the 40 measly tips would turn into 4 years of searching, begging, stealing, and borrowing that next tip. I have to admit, on odd occasion the thought of having an intimate relationship with the daily routine did cross my mind but I’m glad that the team has thought otherwise, […]
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