Even the best of us occasionally make the wrong choice when provisioning Dynamics 365 Portals, especially when Customer Self-Service seems like an obvious all-encompassing choice. Except that it is not. Take, for example, the case of Feridun “Best Twitter Handle for CRM MVP” Kadir: Problem I have a D365 instance with the customer self-service portal […]
Developers are familiar with the concept of impersonating Dynamics 365 users. It’s easy – all you need to do is to add MSCRMCallerID header to your Web API request, and you’re done (assuming that you have prvActOnBehalfOfAnotherUser privilege). One of the typical scenarios where you’d want to use the impersonation when you have a web […]
This is a sweet lesson for all the lovers of the undocumented functions. On odd occasion yours truly is guilty of being lazy and choosing a shortcut worthy spießrutenlaufen. From time to time those fits of laziness come back hard. For a long time I’ve been using SaveAsCompleted internal function on a command bar for […]
While fiddling with the workflows in a freshly minted CRM Online organization trying to find out what else we can do now that we couldn’t do before (like OR condition, this sort of stuff), I came across of this new, interesting and very much undocumented field called Traversed Path: After playing with it for X […]
If you’ve been paying attention to the most recent advances in server-side CRM entertainment, you are by now should be familiar with alerts. They are system messages that tells you when something is wrong (error), suspicious (warning), or neither (information). Open any server profile or mailbox record, click Alerts link on the left to find […]
When user wants to add item to a queue, the default view used to perform the lookup is the “Business Queues” view. Don’t try to look it up in customizations – it’s not there and seems to be hard-coded. Not only that, it’s not documented anywhere [I could find] making it extremely difficult to understand […]
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