This is a continuation of the original Quick Find on Your Terms post – I am going to walk you through the configuration steps using the scenario described in that original post. However, before we continue, you may want to have a look at yet another post that explains how we can use entityname attribute in FetchXml: Two Most… Read More »
What would you choose if you were given an option to use SQL or FetchXml to run a query? I’m sure that 99.9% of us would go with SQL in that situation since FetchXml tends to limit what we can do. However, FetchXml is, actually, more powerful than you would think if you simply continued to use “Download FetchXml”… Read More »
What’s all that about doing Quick Find on your terms? Think of it this way.. When you are doing a quick find on Dynamics terms, it goes like this: You: “Well, Dynamics, I want to use Quick Find to find all the contacts where this particular keyword occurs in the FullName, or if this contact belongs to… Read More »
You know you can run C# code directly from XrmToolBox now, right? Let’s use XrmToolBox to run your C# code into Dynamics! In the original version, there was no syntax highlighting, so your code might look really boring.. all black and white, no colors at all. If that felt a little depressing, here is an… Read More »
I’m not sure if it’s my lack of SSRS knowledge or if it’s really an unbeatable problem, but here is what I ran into. Imagine that you have two entities. Let those two be Fiscal Years and Orders. Apparently, in any fiscal year you can have multiple orders. Let’s say every order is attributed to a… Read More »
So, we are losing Outlook client for Dynamics: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming However, there is another feature in Dynamics that requires Outlook Client – it’s Dynamic Worksheets: https://www.microsoft.com/en-us/dynamics/crm-customer-center/export-to-an-excel-dynamic-worksheet.aspx To view and refresh dynamic data, Microsoft Dynamics 365 for Outlook must be installed on the same computer you’re using to view the Excel data. Then, what is it going… Read More »
We all know about XrmToolBox – it’s a tool of choice for a lot of Dynamics consultants. Although, it is, really, a set of tools rather than just a single one.. But, either way, you’ve likely heard about it. Worst case scenario – you just learned about it from this post.. in which case I would… Read More »
Imagine your were a workflow, and you were configured to start on the update of a few different attributes. Well, maybe you were a workflow which were supposed to start on the update of email and phone# fields on the account entity. You would be a great workflow, and you could do lots of things.… Read More »
If you are using Dynamics 365 Online(or any other IFD environment), you’ve probably seen this message many times: So, don’t trust it the next time you see it! It is NOT a good idea for those of us who tend to keep the browsers open for as long as our laptops can handle those windows. If, by some… Read More »
Custom actions have been around for a while, but, somehow, I have not used them at all on my projects so far. I would always create a plugin or a custom workflow activity instead.. Still, I’ve been watching them for a while:) And what I think is missing is a set of recommendations and/or best practices… Read More »