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 […]

Tip #965: Pass Parameters to Quick Create Form

Create together

If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]

Tip #943: Upgrading development environment to Dynamics 365 On-premises

Dont panic and carry a towel poster

Today’s contribution is “an old school on-prem tip” from Brian Illand. Despite the marketing hype around Dynamics 365 being a whole new product, remember that it is a ‘minor’ upgrade from Dynamics 2016 to Dynamics 365 On-Premise. Dynamics 2016 is v8.0/8.1 and Dynamics 365 is Version 8.2. So, ‘theoretically’, there is a lower than usual […]

Tip #912: Data Export Service configuration notes

Export service

This great tip comes from Katina Hester. (And you can submit your tip too – just email it to jar@crmtipoftheday.com!) Here are a few tips to keep in mind when configuring the Dynamics 365 data export service that might not be obvious: When setting up the DES profile, the MSFT provided steps for copying the […]

Tip #909: Simulate Offline in browser

Unplugged

Today’s tip comes from Noah Schultz. (And you can submit your tip too – just email it to jar@crmtipoftheday.com!) Want to easily simulate disconnected behavior of Dynamics 365 mobile? Follow tip 127 and open CRM tablet experience in Chrome, hit F12 and check “offline” in the network tab: This is great, because you can continue […]

Tip #908: How to add a missing field to Excel template

Missing piece

Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it’s missing a vital field from CRM? Typically, this means you have to redo all the work you did originally to include the […]

Tip #904: Portal refresh, change notification, and reset button

Time for a change

Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]

Tip #903: Scribe Insight error after Dynamics 365 upgrade

Peaceful bug (insect)

This tip of the day comes to us from Alexandros Miaris. (And you can send us your tip to jar@crmtipoftheday.com. After a recent upgrade to Dynamics 365, we received the “metadata contains a reference that cannot be resolved” error message when trying to connect to Dynamics from the latest version of the Scribe Insight Workbench. This […]