Tip #1136: How emails are resolved to the Dynamics 365 records

Do something great

Literally a week later after Jonas “The Shuffler” Rapp was puzzled how From fields are resolved (see tip 1119),  Josh Wells from the cold city of Fargo (where some of the Microsoft folks tend to congregate) chimed in with the final resolution to the problem and a very good advice: One of the best changes […]

Tip #1116: Microsoft Dynamics 365 Documents are Open Source

Come in we're open sign

This tip is from Aron Fischman from xRM Edge.  (You can be a tipster too, just send your revelation to jar@crmtipoftheday.com) This topic may be old news for you but I just found out about it. Today as I was researching a development topic I was pleasantly surprised to find out that Microsoft has open-sourced the […]

Tip #962: Microsoft Portals Source Code Is Available

Portal Source Code

After a very short private preview program, Microsoft has just made the source code for the Dynamics 365 Portals available on the Microsoft Download Center. We’ve already reviewed the topic on the podcast but this milestone is quite significant to deserve another discussion. tl;dr One-off release of portal source code is available for download. If […]

Tip #826: USD goodness unleashed

Open source

Whether you are an experienced Unified Service Desk developer or just about to dip your toes into the dark waters of USD, you are on a constant lookout for good code samples and snippets. But hey, why not to take it one step further? Jayme Pechan, one of the USD fathers, has made the entire […]

Tip #404: Automatically Republish Duplication Rule

Way back in tip 193 we let you know that your duplicate detection rules will get automatically unpublished when you update your customization or import solutions. What we didn’t tell you is that there is a Codeplex solution that you can use to automate this process. The Duplicate Detection Rule Republisher creates a scheduled task that will […]

Tip #309: Dynamics CRM Organizational Settings Editor

Export to Excel more than 10,000 records

Do you need to make changes in the deep reaches of your CRM configuration that aren’t available through the CRM administration panel? Well there is a solution out there on Codeplex that you can import into your CRM 2011/2013 environment as a managed solution. This utility allows you to edit your settings without the use […]