You didn’t think I was waffling about replacing triggers in Power Automate flows for no reason, did you? Not once but twice, in fact. The technique of painlessly replacing triggers is more like a kata before you master the art of breaking bricks with your head 🧱🤕. Enter the world of solutions where nine out […]
Today’s tip is from Alex McLachlan (@alex_mcla), saving the day (no kidding – I used it the very next day after receiving the tip). You can be a hero too by emailing your tip to jar@crmtipoftheday.com! With the classic import experience, you couldn’t use a CSV import containing an Alternative Key column to update existing […]
In Tip 1386 we bemoaned the death of the green bar indicator of the installation status of solutions in Power Apps and Dynamics 365. Chart Guy to the rescue! Ulrik Carlsson has created a Power BI report leveraging the FetchXML in Tip 1386 to create a report with green bars that you can use to […]
If you use the new solution import process at make.powerapps.com, you might miss the old green bar that told you how far the import had proceeded. The good news is, while the green bar is gone, the underlying data that fed the bar is still there. You can query the importjob entity to see how […]
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 […]
If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]
Importing into Dynamics 365 can be concerning to even the most hardened of CRM consultants. Often, if we are importing into a production system, we have tight schedules to get in and out before the users log in. If we are still importing data when the users come online, the system can be unacceptably slow […]
Today’s tip on record import comes from Guido “Trekkie not Star Wars fan” Preite. (And you can contribute too by sending your tip to jar@crmtipoftheday.com) Today I tried to import some accounts from an Excel file in a new CRM instance using the Data Import Wizard, I need also to assign them to the right […]
Product bundles is a feature that was added in Dynamics CRM 2015. Bundles addressed some of the major limitations of the old “kit” feature. It allows you to create product bundles that combine multiple products with various quantities, allowing users to add configured bundles to quotes, opportunities, and orders. The biggest improvement over the old […]
So you decided to follow tip 46 and use process flows instead of the sales stage field. How do you update your existing records? If you open a closed opportunity, for example, the record (and the process flow stage) will be non editable. First, understand how the process and stage are stored on the record. if […]
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