Tip #1154: When Unified Interface misbehaves

Overlapping zippers creating confusion

We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]

Tip #1133: Rename the view that causes the drama

Scope viewer

Problem Guido “Future Olive Farmer” Preite was not having any luck importing a solution: This is the situation: Sandbox is 9.0.2.441, Production is 9.0.2.197. From the sandbox we exported a solution as managed, when we import to production we get the following error: this solution package cannot be imported because it contains invalid xml… The […]

Tip #870: How to set an optionset value in the workflow

Groundhog

Sometimes Dynamics 365 plays a cruel déjà vu game. I swear I was able to do that just last week and Dynamics 365 like: Since version 8.2.1.173 Dynamics 365 Online refuses to allow setting up or clearing optionset values in the workflow editor. Yes, you can set it to a fixed value but not to […]

Tip #869: Beware of minimal copy side effects

Minimal copy

Ability to copy organizations in Dynamics 365 is invaluable. Ability to perform a minimal copy is a great space-saver. But, as reported by Evan Watson and our own Joel “Silence is also a good a podcast topic” Lindstrom, beware of the deficiencies of a minimal copy. Entities that are copied are listed but what is […]

Tip #823: Custom Action editor wipes out parameter list

Cleaning

Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]

Tip #780: When trial is “sorry, that didn’t work”

I am so sorry

During the provisioning of new Dynamics 365 trial you may find yourself in the situation when provisioning process does not complete and you receive the “Sorry, that didn’t work” error message: Fubar symptoms include: Office portal works just fine CRM trial is actually provisioned and can be found under Billing > Subscriptions No CRM licenses […]

Tip #735: You can now use timezone in your appointments

Strangest timezones

Sometimes it’s ridiculously trivial bugs that get in the way of implementing great functionality. Luckily, sometimes they get fixed. Gustaf “Surströmming” Westerlund reports from the field. In earlier versions of CRM (I have tested it in CRM 2013 SP1) if you added a whole number field on appointment and formatted it as a timezone, you […]

Tip #732: Knowledge Management is disabled for custom entities

Knowledge not found

When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]