Today’s tip is from Amey “Anything But Code” Holden. You can drop your priceless tip into our tipping jar too, thank you very much! I (Amey, not me – t.j.) often see users struggle with the confusing behaviour of lookups in model-driven apps. Typical sketch from an average week of consulting with model-driven apps looks […]
It’s spring time in Australia and our tipsters are coming back! Elaiza Benitez is here (at least that’s what her Twitter handle says). And you can be here too – just email jar@crmtipoftheday.com with your brilliant suggestion and we’ll take care of the rest. For those who have been long time makers with Dynamics 365, […]
Remember our entity creation guide? Surprisingly it did withstand the test of time. But I’d like to make a small addition. When you done creating the fields, do yourself a favor and rename the main and quick create forms. Don’t care what the new name is as long as it’s NOT Information. Why? Because when […]
Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]
How can I get a list of entities that are not restricted in CDS for people who do not have Dynamics licenses? some guy on Twitter There is no up to date published list that I am aware of, but here is an easy way to identify the CDS entities that are not restricted:
The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]
Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week. If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]
Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]
After an update, you can’t get into your model driven app. The error says “Invalid App Site Map.” To fix this, open the app in app designer. Click the pencil to open Site Map Designer. Make some kind of update to the SiteMap–if you don’t want to rearrange the subareas you can simply edit the […]
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