Tip #1440: Relative dates in sample data

Import Excellence Award

We all enjoy flexing our Dataverse or Dynamics 365 skills from time to time. Many of us have meticulously crafted a demo instance from proverbial stone and blood. However, one of the challenges is keeping the data up-to-date. There’s nothing worse than displaying 20 tasks that are all overdue by four months. Fortunately, Dataverse offers […]

Tip #1041: Make Dynamics 365 data import less rigid

Kevin Altman emailed jar@crmtipoftheday.com with the following question about data import in Dynamics 365: Users want to perform updates to existing data in CRM but the export for update/re-import process is too rigid as data often changes between the export and re-import, blocking the import (I guess CRM forces you to have no changes to […]

Tip #1034: Set Yourself Up For Efficient Importing

Prepare for import

Importing into Dynamics 365 can be concerning to even the most hardened of CRM consultants. Often, if we are importing into a production system, we have tight schedules to get in and out before the users log in. If we are still importing data when the users come online, the system can be unacceptably slow […]

Tip #471: What will stop your form from closing

Failed import using business rule

tl;dr Setting data validation error on the form level with Xrm.Page.ui.setFormNotification call will NOT stop form from closing, setting errors on individual controls with Xrm.Page.getControl(arg).setNotification, on the other hand, will. To achieve even better results, use business rule instead of the javascript. Slightly longer version Friend of mine pinged me to help with the script […]