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
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
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 […]
Tip #986: Specify language for Online Management API
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
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
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
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
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
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
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 […]