Monthly Archives: October 2017

This seems to be another one of those “I used to think..”. In this case, I used to think that, once a column is added to the quick find view “find columns”, that column will be indexed automatically. Well, turned out it’s a bit more complicated; although, in the end, it’s probably still correct. First… Read More »

It seems the basics of the Virtual Entities have been covered in the blog post below while this feature was still in the preview: https://blogs.technet.microsoft.com/lystavlen/2017/09/08/virtual-entities/ Now that we do have it in V9, it seems that one major issue that will be limiting our ability to use Virtual Entities in the real-life scenario is security because Virtual… Read More »

While we still cannot download complete V9 SDK for Dynamics 365, I just noticed that Nuget packages for V9 are available now. So those of us who need SDK assemblies to develop plugins/applications can now install those packages: There will likely be other new features there,  but one of those which would not be available… Read More »

I used to think that lookup controls are using entity “lookup view”, but, it seems, I was wrong. It might be something that has changed along the way, or it might always work differently.. this way or another, it came out as a bit of a surprise earlier today when I was looking at V9.… Read More »

  There is an interesting new feature available in the public preview now: You will find more details on what other feature are available if you look at this blog post: https://blogs.msdn.microsoft.com/crm/2017/10/25/new-automation-and-visualization-features-for-business-process-flows-public-preview/ When I saw the description of the action steps there, here is what I wanted to try right away(custom opportunity close dialog): And… Read More »

In the 9.0 version of Dynamics 365 we can now use “does not contain” condition (which is, basically, “does not exist”) on the related records: http://www.itaintboring.com/dynamics-crm/v9-accounts-that-have-no-opportunities-almost-there/ So this is what I tried when I wanted to see all users without any security roles: This, however, produced an error: To use this saved view, you must… Read More »

Imagine that you had a business process enabled on the entity, and it has already been activated on a number of records. For example, here is a case record for which I have activated a business process: What if you wanted to completely deactivate that business process (and, also, detach that business process from the… Read More »

I’m not sure I’ve ever seen this kind of comprehensive “known issues” page for the earlier releases of Dynamics 365/CRM, but it’s definitely worth looking at just so you are aware of some of the issues you may run into in V9: Dynamics 365 Customer Engagement General Availability Readme (Known Issues) I just tried reproducing a couple of… Read More »

We can make some fields required and we can make other fields optional.. But what about all those not so black-and-white situations where the system may still be able to warn the users about some possible inconsistency in the data, but the user should still be able to override that warning? There are different options… Read More »