Monthly Archives: April 2017

Dynamics 365: What’s not supported anymore

Here is my growing collection of features which I got used to in the previous versions of Dynamics and which are no longer available in Dynamics 365:

1. You can’t use backspace/delete to cleanup lookup fields anymore

You know how you could set focus to a lookup field and hit delete (or backspace) button to clean up that field? This is not how it works in Dynamics 365 – instead, you have to work with those lookup fields as if they were regular text fields. For example, you can select everything there and, then, delete selected text.

2. Business rule editor does not support formulas for text fields

In the previous versions of the business rule editor you could concatenate an option set value with a text field and store results in another text field. Dynamics 365 comes with an updated business rules editor, and, even though it does provide some other nice features, it does not support “formulas” for non-numeric fields. For example, if you had a text field, you could still create a business rule to set that field to a particular value, or to get that value from yet another text field.. But you would not be able to define a formula:

Dynamics 365: 4 hours into trying the Project Service..

I wanted to share some of my experience with the Project Service – it has not been quite ideal (the experience, not the product), and I am wondering why.

To start with, there is a great introductory article here – that’s what I used to understand some of the concepts behind the Project Service implementation:

https://community.dynamics.com/crm/b/crmcat/archive/2016/05/30/introduction-to-project-service-in-crm-2016-update-1

Many thanks to the author.

Conceptually, it’s all relatively clear. I probably don’t see all the connections between different pieces of functionality yet, but it’s not the point. Problem is, I actually keep running into issues while trying it, and that’s what bothers me a little bit.

Here is the list so far:

  • Backspace/Delete does not work in the lookup controls

Have you tried it in the current version of Dynamics 365? Those buttons used to clean up lookup controls, but they don’t do it anymore. They still work, but in a very strange way. Just try it and you’ll see. Actually, this is not so much about the Project Service, but still.

  • An error is happening in the out-of-the-box project service plugin when my default currency does not match selected account currency (unless I actually select a price list for the opportunity.. which is not a required field

error

  • I can’t add a line for the opportunity write-in products – both field service and project service forms are asking to fill in the fields which are not even visible on the forms

oppline

 

oppline1

Well, I am pretty sure I’ll get through it, in the end, but, quite frankly, I would probably expect this to have been tested much better since there is nothing extraordinary in what I have been trying to do.

This post may look like a bit of a rant, but, actually, it’s not that. I’m just somewhat disappointed that those simple things have not been tested – after all, there is a whole lot of people in the Dynamics community, and I’m pretty sure many of us would have landed a hand if more testers were needed because that’s what we need.. a well-tested product.

 

 

What do I need to know to become a Dynamics developer?

How would you answer if a .NET/JavaScript developer asked you: “what do I need to know to become a Dynamics developer?”

There are, of course, books/bootcamps/courses covering this subject.. However, to put this in the context, imagine a project that’s been delivered by a consultant and that has to be supported by the internal full-time employees. They may never have to do Dynamics consulting – it’s probably not on their career track at all. So, the whole purpose here would be to equip them with just enough knowledge to be able to support the system.

Come to think of it, it is good and bad – it’s good since, it seems, there is no need to learn “everything” about Dynamics development. But it’s also bad since, in the long term, a lot of knowledge comes through experience, and there might not be enough opportunities to build the experience in this kind of environment.

So, what would you answer?