Wherein we learn to disable the Notes, Activities, Connections, Feedback, Queues, And/Or change the “Ownership” model option on a Custom Entity. Why do I Care? Recently I received a solution file where EVERY custom entity had been created with ALL the default options enabled. Even entitles that serve only as simple “lookup” lists had Notes/Activities/Connections/Feedback […]
With the exception of the Queen who, according to Oscar Wilde, “is not a subject”, subject entity has always been a subject for complaints. Simple search on Dynamics CRM Feedback site shows a long wishlist where people wanted to filter the subject tree, being able to type in subject lookup, have multi-lingual support, use it […]
Woot-woot! Our video channel now has the official URL: https://www.youtube.com/CRMTipOfTheDay! (Hint: take a minute and subscribe). To celebrate this achievement, our video dude, Derik, has gone MIA. After 38 straight weeks of videos, can’t hold it against him. So today’s tip is not a video but something that has been on my todo list for […]
Raphael Moser sent the following tip to jar@crmtipoftheday.com (and you can do too!) This recent blog post shows how to use the new new signature control feature on mobile apps: http://www.dynamicscrmpros.com/microsoft-dynamics-crm-2016-new-signature-control-feature-phones-tablets/ The problem is only that you can’t show the created signature directly in crm web. The signature is saved as a data URI (someting like “data:image/png;base64,iVBOR…”) […]
If you attempt to publish a solution containing an entity with calculated fields, you may receive the following error message: Field foo_calculated cannot be created or updated because field foo_used_in_condition_or_formula contains an additional formula that uses a parent record. The wording is misleading and confusing because field foo_used_in_condition_or_formula is not a calculated field at all. […]
Our resident visual effects tipster asked me the other day if I had any experience with using vorlon.js in CRM. I didn’t as I never heard of it. But since someone somewhere some time ago pointed out that these days <random noun>.js is probably a valid javascript library, I decided to take a look. As it […]
It’s Thanksgiving in the United States today. That’s when Americans give thanks and eat too much (actually, they do that last one all year round). The traditional food of choice is turkey, a not so majestic fowl. I suspect that most people don’t actually like the taste of turkey, but they eat it because of […]
The other day the client asked us to verify the field level security settings on the system. The reason, as they explained it, was that one of the lookup controls appeared disabled and wouldn’t become enabled regardless of what they did to FLS settings. Long story short, the control was disabled not because of the […]
So you are creating an entity in Dynamics CRM and you need a user lookup field. Why not just re-label the owner field? Sure, it is not specifically a record owner, but we don’t really need that for this entity anyway, as we will never tie security to it, right? Don’t do it! Chances are […]
This seems to be the week of unsupported tips. I know, we said it before: Swim between the flags, and Use filtered views even if you use stored procedures. But what do you do if this particular report’s query is a monstrosity, adding custom indexes don’t help, and any attempt to restructure it just makes […]
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