Tip #1119: How is From resolved to Dynamics 365 record

Survey

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

Password

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 #966: E-mail integration in team or department deployment

Mailboxes

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

Duplicate key

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

Change something

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?

Export Excellence Award

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

Fallen god

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 #596: Prepare client customizations or watch the paint dry

Prepare Client Customizations

This truck stop is somewhat unusual. Traditionally, we have a question and one or more answers to serve. This time we have two people independently arriving at the same question. tl;dr If you are rolling out Dynamics CRM mobile apps or customizing Interactive Service Hub, don’t forget to click Prepare Client Customizations after you publish […]