Tip #1088: Errors importing marketing list entity in Dynamics 365 v9

Export service

If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]

Tip #956: Encryption error when configuring Dynamics 365 for Outlook

You try to configure Dynamics 365 for Outlook (legacy Outlook Client) against a sandbox organization that has been copied from production, but when you do, you get an encryption error. This error can be caused by restoring a copy of a production environment that has data encryption enabled and not restoring the encryption key. If […]

Tip #874: Update email subject or body with workflow

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 […]

Tip #873: Can’t open records after Dynamics 365 upgrade

Can opener

After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade: As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing […]

Tip #769: Careful who you use as certificate authority

Fake certificate

Sometimes we need to call web services from a plugin or a custom workflow activity. For CRM Online it means calling it from the sandbox and there are certain restrictions that apply to the network access. These restrictions are clear and well understood, however, if you call service over https protocol, one addition restriction applies: […]

Tip #758: When users are unable to save personal views

Private property keep out

tl;dr When no one in your organization including system administrators can create or update personal views, check that you don’t have any plugins registered on all entities to run in a context different from a calling user. Mundane details Symptoms: when personal views are created or updated, all users including system administrators receive the following […]

Tip #571: Unable to publish solution with calculated fields

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. […]