Tip #1119: How is From resolved to Dynamics 365 record

Survey

Mini Truckstop Today we have a stop with two Vikings (different countries though): Jonas “The Shuffler” Rapp and Marius Agur Hagelund Lind Jonas – Question Recently we have found a new (?) problem at a customer, where emails are incorrectly “connected” to the wrong sender. By what rule/rules does Dynamics 365 chose which record to […]

Tip #1111: Fake mobile devices

Fake

When Scott “Mr Ribbon Workbench” Durow was delivering his “Typescript or Die” presentation at CRMUG EMEA last month, he stunned the audience by showing his phone right on the screen without any pairing. He tricked everyone, of course; I don’t believe he even has an iPhone. Turns out, Google Chrome has a not-so-obvious menu when […]

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 […]