The week of “just read your mailbox and publish what other smart people found”, continues. Derek Finlinson has the microphone: Ran into an interesting issue with the Web API and expanding navigation properties today that I thought I would pass along. I needed to retrieve an attribute from a lookup value related to an entity […]
Love those days when people send their gems and discoveries to jar@crmtipoftheday.com – other people’s cleverness tend to rub off on us, making us a bit smarter every single post. Aron Fischman from xRM Edge LLC made this intricate discovery while working on a product that calculates aggregates on CRM data. In his travels he’s […]
One of the cool new features in Dynamics CRM 365 is ability to embed Power BI tiles into the dashboards. However, as Andrhe “I’ve got 88 in my handle” Margono has discovered after spinning off a brand new trial, the option to add Power BI tiles to the Dynamics 365 dashboard was nowhere to be […]
UPDATE 03-JUL-2018 Following the discussion in the comments section: since version 8.2 customized booking doesn’t apply when using the schedule board daily, weekly, or monthly views. The good news is that this feature is on the roadmap! Original tip Schedule board is one of the centerpieces of the Dynamics 365 for Field Service (yep, that’s […]
Be careful when enabling auditing on the Mailbox entity. As Jukka “Kalsarikännit” Niiranen has discovered after analyzing why one of the instance consumed disproportional storage: “It all looked fine at first, but looks like at some point the sync process had started to update the exchangesyncstatexml field with new data every few minutes. [This] field […]
Sometimes it’s ridiculously trivial bugs that get in the way of implementing great functionality. Luckily, sometimes they get fixed. Gustaf “Surströmming” Westerlund reports from the field. In earlier versions of CRM (I have tested it in CRM 2013 SP1) if you added a whole number field on appointment and formatted it as a timezone, you […]
Normal out-of-box CRM relationship mapping can be extremely beneficial, but it has a very big “gotcha”. They only work when creating a child entity from the parent form. So if the user is on the parent entity form, and adding a new entity via a grid, then the mapping will automatically be populated for the […]
When questions come all the way from Gustaf “Surströmming” Westerlund, some people including Gayan “Performance Wizard” Perera cannot keep still. Question According to Deployment and Administration Guide, it is not supported to install CRM for Outlook using System Center Configuration Manager for CRM Online or CRM 2016. Gayan’s SCCM Ultimate Guide We’ve used SCCM to […]
Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]
Quick View forms are awesome, they are peekaboo utility for your records and can be used when summary information is required. There are some restrictions in place to make these forms fast and efficient. One of the restrictions is that all formatting options for controls are taken away. As usually the case, baby was thrown […]
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