We did mentioned in the past that most of the good inventions are driven by the laziness. Auto numbering the new records is one of those. Instead of manually looking up the next available number, calling other users to see if they have any intention of creating a new record in the next few minutes, […]
Tip #1119: How is From resolved to Dynamics 365 record
Mini Truckstop Today we have a stop with two Vikings (different countries though): Jonas “The Shuffler” Rapp and Marius Agur Hagelund Lind Jonas – Question Recently we have found a new (?) problem at a customer, where emails are incorrectly “connected” to the wrong sender. By what rule/rules does Dynamics 365 chose which record to […]
Tip #1083: Don’t expire your passwords
Mini Truckstop Jonas “The Shuffler” Rapp fed us a perfect question for a security slam dunk. Really? (Jonas’s words, not mine) Yes, really. We’ve already mentioned the brilliant password guidance in our tip 1031. Since some folks seem to have missed the memo, here’s the quote from the guidance (highlights are mine – g.d.). Most […]
Tip #1061: Hierarchical security rebuild
We have not done a mini truckstop for a while so it’s good to bag one at the beginning of the year. Question It’s a first time for Greg “Stealth MVP” Olsen to ask the MVP crowd a question. We have Hierarchy Security setup and working well for an enterprise customer, but not sure how […]
Tip #966: E-mail integration in team or department deployment
Joel has been producing tips by a truckload, I don’t think he’ll notice if I sneak this one in, especially when a fellow comrade developer David “Xrm.Tools” Yack is in pain. David Anyone have any suggestions for where let’s say a Team/Department gets CRM in their own subscription but their e-mail is still managed by […]
Tip #894: Alternate key, duplicate data, and solutions
tl;dr If you have duplicate values present in a field, creating alternate key on that field will fail. However, when a solution that includes alternate key is imported into the deployment where duplicates are present, the import does not fail and completes with the warning indicating that alternate key was not created. Long story Not […]
Tip #813: Renaming default app
I couldn’t believe that there is something in Dynamics 365 world that Scott “Mr. Ribbon Workbench” Durow doesn’t know! Scott When importing solutions from 8.1 into 8.2 or upgrading orgs – is there a trick to rename the default app from ‘Dynamics 365 – custom’ to something else without having to create a new app? […]
Tip #726: Dude, where is my option to export for update?
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 […]
Tip #706: Passing arguments to the webresource does not work after authentication
We are all mortals, after all. I just witnessed a rare occassion when even Tanguy “The XRM Toolbox” Touzard needed a helping hand from none other than Andrii “Khohol” Butenko. Tanguy I’m working on a really simple integration where an external app needs to open a webresource with parameters passed in data url argument: https://qwerty.crm4.dynamics.com/WebResources/foo_/cti/index.html?data=phonenumber%3d0123456789%26service%3dadv […]
Tip #604: Where to find quick campaigns
This is not even a real truckstop, more of a drive-by, really. Q Larry “Tex” Lentz wonders if they’re was a way to use Advanced Find to search for Quick Campaigns. Can’t see it from AF editor. & A You won’t find it by name in the Advanced Find, Larry, since Quick Campaign is […]