Tip #870: How to set an optionset value in the workflow

Groundhog

Sometimes Dynamics 365 plays a cruel déjà vu game. I swear I was able to do that just last week and Dynamics 365 like: Since version 8.2.1.173 Dynamics 365 Online refuses to allow setting up or clearing optionset values in the workflow editor. Yes, you can set it to a fixed value but not to […]

Tip #732: Knowledge Management is disabled for custom entities

Knowledge not found

When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]

Tip #378: Using Calculated Fields To Work Around Field Restrictions

Free book idea for aspiring CRM authors out there: “1001 uses for calculated fields.” (We’ve already written a few, you can take this one). I’m continually amazed by the novel uses for calculated fields that go beyond the obvious uses. Latest example–working around crazy field limitations. Consider the following example: We have an opportunity configuration […]

Tip #214: What to do if your option set won’t drop down

In Dynamics CRM 2013 or 2013 SP1, sometimes you will find that an option set won’t drop-down when you click on it. It doesn’t happen every time, but occasionally, when you click on the option set with your mouse, the option set will not drop down, but you can toggle through the options with your […]