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 »
“Another third-party solution? Oh, no!” – frustrated Dynamics admin Don’t you worry! This is not yet another solution for Dynamics. This is more like a reference material for anyone willing to work efficiently with Dynamics (besides, I already have TCS Tools solution.. in case you were, actually, expecting a solution:) ) Here is the analogy. Every home builder will… Read More »
As promised, here is the second part of the “let’s rule the business process.. ” post. There is an unmanaged solution you can download here: http://www.itaintboring.com/downloads/Forums/Forums_1_0_0_0.zip That solution includes a custom entity, a business process, a business process entity, and two workflows. Basically, there is everything you need to try it yourself. There are a… Read More »
I was reading a recent post by Dynamics team – they are talking about different ways to manipulate business process stages in Dynamics 365 there: Best practices for automating business process stage progression in Dynamics 365 It’s a great article, and it has some interesting insights. What definitely caught my attention is that, it seems, we should… Read More »