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 »
I wanted to see what are some of the tools Dynamics consultants are using every day, so I posted a question on Linkedin, and somebody mentioned Sonoma Partners’ Dynamics CRM DevTools. So I was looking at it tonight trying to figure out if it should be added to the Dynamics Toolbox, and, quite frankly, I… Read More »
Adding a few items to “What you can’t do with Dynamics” list … 11. Can’t use editable grids with the opportunities associated view As discovered by Joe Dubs (https://community.dynamics.com/crm/f/117/t/243918) and confirmed with my own tests, we can’t use editable grids with the opportunities associated view. Other associated views, or, at least, those I’ve tried, work just… Read More »
This is going to be a strange post(or a series of posts). Usually, it’s all about how to do something. In this case, it’s all about what we can’t do. Why does it matter? Every now and then, a change request will come in, and you’ll end up spending days looking for a solution. You will… Read More »
Have you heard about Scott Durow? He was around when I was starting in Dynamics back in 2010, he is still around now (2017), and I’m hoping he’ll stick with us for a while. He is an elder in the community.. You might say he is ancient by Dynamics standards. Although, he is not ancient like this: And even not… Read More »