For a very long time now, Dynamics has been offering the ability to create multiple main forms per entity. Those forms are aware of the Dynamics security, so we can use them to give different users different views into the data. So far so good, there is nothing new there. However, there is something in Dynamics 365 that… Read More »
So, yes, there is a change. Before I continue, I wanted to make sure you know what business processes are. If you are not too familiar with them, you might want to do some reading first: https://www.microsoft.com/en-US/Dynamics/crm-customer-center/create-a-business-process-flow.aspx Otherwise, I’ll simply walk you through this change. In my Dynamics 365 environment, I have an entity which is called… Read More »
It is an incredibly popular question: how do we find all parent records which do not have some kind of related child records? How do we find all accounts without opportunities How do we find all teams without users How do we find all Parent entity records that have no Child records associated with them And there is… Read More »
If you read my previous post, you know how you can use TCSTools Lookup Setter custom worfklow activity to find a lookup value using a fetchxml query: http://www.itaintboring.com/dynamics-crm/dynamics-crm-use-a-workflow-to-set-a-lookup/ Let’s imagine a different scenario. What if you had an account and related contacts, and what if you wanted to push a field value you just entered on your account… Read More »
It happens sometimes that we have a Parent and Child entities in Dynamics, and we need to link a child record to a parent record. Which seems to be a simple task unless, of course, we need to do it automatically. That’s exactly when we’ll know that we have an unexpected problem – if we wanted… Read More »
For a little while now, Dynamics has been offering editable grids. Having this functionality in Dynamics had been a dream for many of us – it makes a lot of things so much easier. After all, we can finally provide that great user experience where users can edit everything they need on the same screen. However, there was a… Read More »
There is an interesting error I’ve never seen before that can now happen in Dynamics whenever you are deleting a service activity: Log file does not have a lot of information, but there is a clue: [Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin] [75200d82-9f20-e711-8118-480fcff4b171: ] Starting sync workflow ‘Assign SA’, Id: 6f200d82-9f20-e711-8118-480fcff4b171 Entering AssignStep1_step: Sync workflow ‘Assign SA’ terminated with… Read More »
Here is my growing collection of features which I got used to in the previous versions of Dynamics and which are no longer available in Dynamics 365: 1. You can’t use backspace/delete to cleanup lookup fields anymore You know how you could set focus to a lookup field and hit delete (or backspace) button to clean… Read More »
I wanted to share some of my experience with the Project Service – it has not been quite ideal (the experience, not the product), and I am wondering why. To start with, there is a great introductory article here – that’s what I used to understand some of the concepts behind the Project Service implementation: https://community.dynamics.com/crm/b/crmcat/archive/2016/05/30/introduction-to-project-service-in-crm-2016-update-1 Many thanks to… Read More »
How would you answer if a .NET/JavaScript developer asked you: “what do I need to know to become a Dynamics developer?” There are, of course, books/bootcamps/courses covering this subject.. However, to put this in the context, imagine a project that’s been delivered by a consultant and that has to be supported by the internal full-time employees.… Read More »