What if your users wanted to know if somebody else on their team is looking at the same records? In other words, what if they wanted to see this kind of notifications in Dynamics? I just created a solution which you can download from GitHub: https://github.com/ashlega/TeamWork Or, if you just wanted to get a… Read More »
Just came across an interesting post in the Dynamics Team blog: Set default Business Process on a form while creating new record It is interesting in two different ways. First, it is offering a nice example of how to implement a useful feature. When there are multiple business processes per entity, we can order those… Read More »
With any open source solution for Dynamics (aka Github-based), the only real support guarantee is to get the source code to your own dev environment and to build it there. Only then can you safely use that solution in production.. Don’t do that, and you’ll find yourself in trouble when the author abandons that solution and you will have to… Read More »
Everyone is sharing uplifting stories these days. So, here is a story.. A client of mine had a custom case management web application which they were moving to Dynamics. That application was built on ColdFusion, it had no technical documentation, and the one and only requirement for this project was, really, to replicate its functionality… Read More »
“As far as the laws of mathematics refer to reality, they are not certain; and as far as they are certain, they do not refer to reality.” –Albert Einstein There! That’s how I feel about Dynamics most of the time. Off the top of my head, here is a short list of those Dynamics… Read More »
In the previous post, I got as far as getting the portal displayed as part of my blog’s web page. However, the way it looks “out of the box” is not exactly the way I’d like it to look like. In particular, I still need to: Remove Contoso header Remove Contoso image from the top… Read More »
What if you wanted to add Dynamics integration to an existing web site rather than to re-create that web site from scratch in the Dynamics Portals? For example, how difficult would it be to add basic customer portal functionality to my WordPress blog? I already blogged about using Dynamcis 365 plugin for WordPress earlier: http://www.itaintboring.com/dynamics-crm/using-dynamics-with-wordpress/… Read More »
There were a few questions in the community forums lately related to some kind of inconsistency in how statuscode optionset behaves, so I figured I’d do a bit of testing tonight. Here is the set up: I created a new custom entity Added two additional status reasons And, also, added a new option set field… Read More »
Every day I come to work, and I open my Visual Studio to develop yet another plugin / javascript / SSIS package / SSRS report.. And, then, an email comes in from a user who does not know how to do “this and that” in Dynamics, and we talk, and we get back to what… Read More »
Rollup fields in Dynamics are great, they are very useful, they are there out of the box, and a lot has been written about them. Although, if you wanted to start somewhere, the page below would give you all the details: https://technet.microsoft.com/en-us/library/dn832162.aspx That said, there is a bunch of things you can’t do with the… Read More »