Monthly Archives: June 2018

Moving Dynamics 365 instances between tenants – doable or not?

It’s just something I was exploring today in preparation for the MB2-715, and, it seems, there are ways to move instances from one tenant to another without having to actually migrate the data. At least that seems to be the case according to the discussions here: https://community.dynamics.com/365/projectserviceautomation/f/767/t/271668 https://answers.microsoft.com/en-us/msoffice/forum/msoffice_o365admin-mso_dep365-mso_o365b/migrating-a-dynamics-crm-instance-from-one-office/30c77a4c-ebdb-499e-8f6d-5efc9ac36155 This is likely going to involve a… Read More »

Easy Repro: what is it?

Easy Repro seems to be a bit unusual name for what is, basically, an automated UI testing framework, since it’s not so much about reproducing the issues as it is about testing various UI scenarios: https://github.com/Microsoft/EasyRepro And I wanted to emphasize it right here. Easy Repro is not a product.. neither it’s a technology..… Read More »

Scheduling Board in the Field Service – just how advanced that thing is?

I was severely underestimating the Field Service, it seems, and I am wondering if this may happen to anybody who is thinking of the Field Service in terms of “solutions”/”applications” for Dynamics. There is a component in the Field Service solution that goes far beyond the regular capabilities of such components – it’s, essentially, an… Read More »

Skipping process initialization on create

We had a scenario where we did not want to initialize a BPF when a record is created – basically, those were records for which it would take some time before anybody would really need to start looking at them. Until that moment, they would be staying “dormant” in the system, and, then, once they’ve… Read More »

Parental relationship does not need “assign” permission to propagate the assignment

This might be something to keep in mind.. If you have two entities with a parental relationship between them, your users may still be able to re-assign child record to others even if they don’t have “write/assign” permissions on the child entity. In the example below, Sales Person role does not give “write” and/or “assign”… Read More »

Dynamics: What are your Reporting Options

When looking at the reporting options in Dynamics, it sometimes feels that there are just way too many, and, even though there are lots of good ones, there is always something that seems to be missing. Just so we could start somewhere, let’s see what Microsoft has to say: https://technet.microsoft.com/en-us/library/dn531183.aspx In other words, we… Read More »

Plugin development: don’t use Context.Depth to prevent recursions!

It’s been said a number of times in different blogs that context.Depth may have side effects, but I am starting to think we should actually ban the practice of using context.Depth all together. It’s almost impossible to predict plugin execution paths as long as your solution gains any level of complexity, but, even in a… Read More »

Field Service: What does negative quantity mean?

From the inventory tracking perspective, finding out that you actually have negative quantity at the warehouse might lead to some interesting experiences. I mean it would be nice if we could sell things which are not there yet. And you may find yourself in that kind of situation when working with the Field Service: This… Read More »

Field Service: playing hide and seek with the products

I was setting up products for Field Service and made a bit of a rookie mistake.. Which resulted in the same product being available in some places but not in others. See, on the following screenshot I have a few mugs in the Main warehouse: However, when I tried creating a new purchase order, I… Read More »

Setting up the dev process: can we automate configuration change tracking?

It’s not unusual that we need to know what has changed since the last time we did anything in the Dynamics environment. As I mentioned in the previous post, we have some manual and half-manual options, but it would be nice to have a bit more automation there. For example, there is a change… Read More »