Tip #1310: Using Flow to test concurrency

A number of silver wind pipes lined up in parallel

Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]

Tip #1302: Should I recreate the account entity?

When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]

Tip #1300: CDS vs Dynamics 365 instances

Man holding an apple in each of his hands comparing the two.

Dynamics 365 Apps are built on top of Common Data Service Citizenship in IT, 2019 edition If that’s the case, we should be able to install/uninstall Dynamics 365 Customer Engagement Apps at will, right? Yes. In theory. In the future. Decoupling Dynamics 365 CE from the underlying platform is a long and painful process. Our […]

Tip #1298: Quickest way to filter views and forms in an app

Two hands holding a variety of colorful vegetables

Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week.  If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]

Tip #1280: To split, or not to split, that is the question!

A marriage certificate paper being cut in two by scissors

The subject of today’s tip is highly debatable but Eric Regnier did do justice to it. (Want to start a discussion of your own? Email your tip to jar@crmtipoftheday.com) In many implementations particularly complex ones, often comes a situation to determine if the same entity should be used for the different “types” (or categories). Say […]

Tip #1279: Select your region in multi-geo deployments

A finger pointing to a region on a tiny globe standing on a passport

Today’s tip is from Moez Tounsi (and if you have a tip of your own, email to to jar@crmtipoftheday.com). It is about Dynamics 365 Administration Center (yes, it’s still there – t.j.). Let’s say we have a tenant in EMEA (crm4) with multi-geo activated in it and a couple of Instances in NA others are […]

Tip #1278: This message never ends

Brown and white beagle puppy sitting and waiting next to a resting bicycle

Sometimes even the best of the best could be puzzled by the mysterious innerworkings of Dynamics 365/CDS SDK. Tanguy “The XRM Toolbox” Touzard was not having a good day… For one of my projects, I’m using ReassignObjectsOwnerRequest SDK message to move records from one team to another team. When this request should last more than […]

Tip #1198: Add email address to recipients in javascript

Six colorful mailboxes in a row

The advantage of having access to friendly brainpower is that the problems are getting resolved much quicker. The disadvantage is that it breeds inattentive coding. Daryl “Always Raising” LaBar almost threw in a towel but recovered and redeemed himself with the snippet how to add an arbitrary email address to the list of the email recipients […]

Tip #1189: Fill SVG files for all occasions

Woman filling in the cupcakes

I thought we chewed SVG to death and even showed how to create SVG images for a Minecraft Dynamics deployment but Tom-Richard “Another CRM Viking” Follegg proved me wrong. (Would you like to earn a “George is wrong” sticker? Send your tip to jar@crmtipoftheday.com!) By default, when we create modern .SVG files for Dynamics, these […]