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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Being a mature product, Dynamics 365 rarely lends itself to short tips these days. Microsoft Flow, new kid on the block, on the other hand, is ripe for short bursts of wisdom. Today’s one is from Rob Dawson (and you can send your nugget to jar@crmtipoftheday.com too!) With the drive toward use of Flow instead […]
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 […]
Some housekeeping before we dig in. Firstly, the tip is from Mohamed “iProperty” Mostafa but since I was instrumental in rejecting all of his ideas, I’m taking part-credit for it. Secondly, the full title should be Automatically Track All Incoming and Outgoing Email Messages in Dynamics 365 without opening Outlook and across any device :: […]
Today’s tip is from Marius “flow like a river” Lind. (And you can also become a tipster by sending your tip to jar@crmtipoftheday.com) What happens when a race condition happens in a queue? Let’s say we have a bunch of customer service representatives who are working on cases in the same queue. The queue is […]
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