It’s good to be reminded every now and then about the features that have been around for a long time and are documented but somehow any question from the business about them draws a blank and ubiquitous “I have to get back to you”. Today’s reminder is from Ankita Chavan. (Do you use a feature […]
Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]
The alternate key saga did attract some attention and we received the definite say from Brandon Simons, who’s probably as close to the proverbial Dynamics 365 metal as it gets. tl;dr Alternate keys can be in an inactive state when the definition is created but the unique index is not. These pending keys can be […]
One of the advantages of using lookups vs optionsets is the ability to create a “dynamic” set where the available values can be filtered and deactivate when they become obsolete. Optionsets still are very useful because they are easy to set up and use – dropdown as a UI element is all too familiar to […]
All entities in CRM have status and status reason fields. Status is either Active or Inactive (system entities, in fact, can have more than that but that’s not the subject of this tip), while status reason can hold multiple customizable values for each status. For example, if we have a custom entity Project, we’d want […]
In Dynamics CRM, if you have a system view that you don’t want users to see, you can deactivate the view in customizations. That means that the view will not appear in the CRM view selector. Except for in the tablet app. You see all views, even the disabled system views. This has been fixed […]
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