When designing a form in Dynamics, we can specify, for each section, how field labels will be aligned. It does not seem to have any effect on how those labels show up on the portal, though, since they would always be displayed on top of the fields: So how do we change label alignment… Read More »
I was trying to export data to an excel spreadsheet earlier today and ran into something that I have not seen before: Failed to Generate Excel An error occurred when Dynamics 365 tried to generate the Excel file. If this problem persists, contact your system administrator. This was happening on a seemingly innocent view which… Read More »
We can use entity[“<attributeName>”], or we can use entity.GetAttributeValue<T>(“<attributeName>”) The second option won’t produce an exception if the attribute is missing – it will return null instead. It will also return null if the value of that attribute is, actually, null. This may look all right, but there is a difference. So when does… Read More »
When looking at the BPF-enabled entity in Dynamics, we can see process duration there – here is an example: In case you were wondering how the duration (“18 days, 1 hour” in this example) is calculated, here is a diagram: If the process is still active, what will show up in the duration area… Read More »
One of the main problems with the out of the box word templates in Dynamics is that we can’t really use lists. Well, we can add a repeater, but we cannot sort those lists. And, if we cannot sort them, they are becoming somewhat useless once there are more than a few related records in… Read More »
Before I continue.. I’m not affiliated with XperiDo, and I’m pretty sure they have no idea I am writing this blog post right now. Still, I was looking for a document generation solution, and, since XperiDo seems to have some interesting features, figured I’d try it a few days ago: https://www.xperido.com/support/blog/microsoft-dynamics-crm-2016-document-generation-vs-xperido Not pretending to be… Read More »
Isn’t it a legitimate question? If we look at it from the client perspective? Personally, I don’t want to deal with a unique portal every time. I would rather have a single portal with all-familiar interface, with single sign on, and with all the details from various credit cards, banking accounts, loan accounts, tax account,… Read More »
In the on-prem version of Dynamics, we can create our own custom indexes. And, even though it’s a supported customization (here is a reference: https://msdn.microsoft.com/en-us/library/gg328350.aspx ), there is at least one scenario which may fail. Basically, the problem is that custom indexes are not managed by Dynamics, so what it means is that any operation… Read More »
Did you know that, when setting up a workflow for a business process flow entity (Opportunity Sales Process, for example), we can configure that workflow to trigger on change of the related entities? In the example above, we can trigger that workflow on change of the related opportunity entity fields etc. That’s an interesting feature which… Read More »
In the previous post, I have stopped short of creating a plugin to consume the predictive web service directly from Dynamics. It still needs to happen to complete the whole exercise, so.. it’s time to do it. First of all, when I looked at the Machine Learning Studio today, I could not get to the… Read More »