Tip #1061: Hierarchical security rebuild

Hierarchy

We have not done a mini truckstop for a while so it’s good to bag one at the beginning of the year. Question It’s a first time for Greg “Stealth MVP” Olsen to ask the MVP crowd a question. We have Hierarchy Security setup and working well for an enterprise customer, but not sure how […]

Tip #1048: Save As is a new New

LP player

There are a few obnoxious special, from a customizer point of view, entities in Dynamics 365. Quote Product, Order Product, Invoice Product, to name but a few. These entities have some artificial limitations around what can be customized. For example, new views cannot be created; NEW button just isn’t there! Sometimes we are so immersed […]

Tip #1039: Give your customers access to e-learning

Happy kid learning

Microsoft Dynamics customers and partners are eligible to access E-Learning courses. It’s a reasonably well-known fact that Microsoft Dynamics partners are entitled to access Dynamics Learning Portal (DLP). Lesser known is the one that Microsoft Dynamics Customers are entitled to access E-Learning courses through the Microsoft Imagine Academy. Perhaps there is a small confusion caused by […]

Tip #1033: Use Fiddler to boost client-side development

Fiddler crab

Today’s tip is from Matt Beard – thank you! And, hey, you can be a guest tipster too – just send your tip to jar@crmtipoftheday.com. As a CRM developer, I regularly run through this exact process step by step when writing WebResources such as HTML or Javascript and I’m sure others do too. Write your […]

Tip #1032: Be careful with those function names

Namespaces

Today’s tip is from Tom Pickles – thank you! And, hey, you can be a guest tipster too – just send your tip to jar@crmtipoftheday.com. I fixed a curious issue today that I thought I’d share. Users had reported that when using the multi-edit form to update multiple cases, the form would freeze when they […]

Tip #1014: How to target delegated administrator in apps

Security administration

I love when people ask a question but then answer it themselves within couple minutes. Take, for example, Steve “RapidStart” Mordue. Has anyone else experienced issues with attempting to use an App Designer built app with Delegated Admin Role? Before I could even type my a non-answer stating that only someone insane would try something […]

Tip #986: Specify language for Online Management API

International flags

As soon as the word got out that I managed to use Online Management API to create backups in Azure, Marius Agur Pedersen reached out to me about the support case with Microsoft that he had in the limbo for a number of weeks. Basically, Marius was able to retrieve instances but any attempt to […]

Tip #981: Sharing knowledge with Australians

Australian knife

For years Dynamics CRM/365 has been ignoring language variations like Swedish (Finland), English (Irish), and Spanish (Traditional Sort). People working on portals and new knowledge management features thought otherwise and now you can do either using local language variety. Neil “New Release – New Country” Benson always tries to play nice with the locals, this […]

Tip #970: When attribute and entity collide

Clash

This tip is from Martin Tölk. If the name of an attribute on a custom entity matches the name of the entity itself then you will not find that attribute in the metadata returned by WebAPI. Dynamics 365 will play the games with your brain by adding ‘1’ to the attribute name, presumably to avoid […]