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 »
I was looking at the Organization Insights tonight ( https://technet.microsoft.com/en-us/library/mt763947.aspx ), and I just realized that it seems to be a very special solution: When looking at that dashboard, don’t you think it would be great if we were able to get access to that information from Web API? Or, possibly, if you could set up some alerts/notifications? Usually, all… Read More »
“I have Vehicle custom entity in Dynamics. How do I find all Vehicles that belong to a particular Dynamics business unit?” Heh.. Strange you are asking – just go to the Advanced Find and build a filter – it’s very simple, isn’t it? Only it’s not, as I just learned. If you look at any… Read More »