Is there any way to export automatically or with a script a list of all the Dataverse tables in an organisation? From our good friend Shan McArthur came a multilayer answer (narrated and illustrated by The Enabler): One: We have a virtual entity called entities that will give you a list of all entities in […]
Tip #1208: More entities now work from Unified Interface
Until recently the list of entities that didn’t work on unified interface included goals, connections, campaigns, and marketing lists. With recent updates, these entities can now be accessed from unified interface model driven apps. This is great news if you use one of these entities–I’m especially excited about marketing lists, as there are many great […]
Tip #710: Entities not available on mobile revisited
In Tip 284 we provide a list of entities that don’t work on CRM Mobile apps. This has changed with the Spring 2016 update. Per the CRM Roadmap site, Quotes, Orders, and Invoices are all now available via mobile, but they don’t work offline. The following is the updated list of entities not available for mobile: […]
Tip #332: Report hyperlinks the logical way
When building hyperlinks to CRM in SSRS reports, there is a right way and a wrong way: Wrong way: hard coding your CRM URL. Do not set your URL to “https://crmserver/….” If you do this use the hyperlink will only work in one environment and will have to be rewritten to work in another environment. Right […]
Tip #284: Entities not available for CRM for Tablets
I am a big fan of CRM for Tablets, but like any application, the CRM tablet app has some limitations. Does this make it bad? Absolutely not. What it does mean is that you should be aware of these limitations and avoid potentially costly surprises. Most system entities and all custom entities can be included […]
Tip #77: Security Role Terminology
Before you can create the security architecture or manage your security, you need to know the terms: Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign. Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none. Entities are the units to which a security […]