You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]
I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]
Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]
Today’s tip is from the “Stuff I used to know but forgot about” file. So you are making a phone call to a customer to follow up on an email that he received as part of a campaign. You want to see if he is going to register for your event. Wouldn’t it be great […]
Occasionally I get a design requirement to have a subgrid on a form that only includes a certain type of activity. For example, a grid of scheduled appointments on the account form. This sounds simple, but due to the mysteries of the activity pointer, it is not so straightforward. If you add a subgrid and […]
We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users, there is no “close appointment” button in Outlook. The user must open the Appointment in CRM to close the appointment […]
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