MVP Elaiza Benitez gave me some very helpful advice when it comes to Microsoft Flow: If you want to filter Dynamics 365 records to only records that you create in your flow, you should use the CDS when a record is created (preview) trigger, not the Dynamics 365 trigger. If you use the CDS trigger, you […]
As the Dynamics 365 Customer Engagement platform converges with PowerApps and CDS, one of the benefits is that also the concepts of Dynamics 365 instances and PowerApps environments will become one. What this means is that all of your existing Dynamics 365 instances will show up in the PowerApps maker and admin portals as an […]
In classic UI we always had a personal option to set the starting point by selecting Default Pane and Default Tab. That option is no longer there in Unified Inteface so what do we do? The helpful tip today comes from Mihir Shah (and you can send your tips to jar@crmtipoftheday.com too!): As we have […]
I’m known to be a bit verbose but at the same time I personally like the tips that are like nuggets – small, shiny, and mostly invisible. This tip comes from Natraj “Always Debugging” Yegnaraman (and you can send your nugget to jar@crmtipoftheday.com too!). Add perf=true URL param in UCI Unified Interface to display performance […]
We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]
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) A great man once asked, can I set a custom schedule for when to run my flows? The answer is yes, and like so many other solutions it involves nesting flows. First, […]
Dynamics 365 supports 43 base languages, and sometimes you need the right one for the trial. In theory, it’s as easy as 1-2-3: Un Clément “French but not Tanguy” Olivier was having no luck provisioning a trial instance in his langue maternelle: For a client demo, I had to create a new Trial instance (on […]
Problem Another week, another challenge from Guido “Future Olive Farmer” Preite: I created a plugin for one Online instance (version 8.2.2.1862), I created a class library project with .NET 4.5.2 and with nuget I installed the Microsoft.CrmSdk.CoreAssemblies version 9.0.2.3 I registered the plugin and I always get this error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, […]
Problem Guido “Future Olive Farmer” Preite was not having any luck importing a solution: This is the situation: Sandbox is 9.0.2.441, Production is 9.0.2.197. From the sandbox we exported a solution as managed, when we import to production we get the following error: this solution package cannot be imported because it contains invalid xml… The […]
Even the best of us occasionally make the wrong choice when provisioning Dynamics 365 Portals, especially when Customer Self-Service seems like an obvious all-encompassing choice. Except that it is not. Take, for example, the case of Feridun “Best Twitter Handle for CRM MVP” Kadir: Problem I have a D365 instance with the customer self-service portal […]
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