Experiences with profile cards in Dynamics 365 v.9.1
Today I was testing out the profile cards feature and analysed how Microsoft implemented it as there is only little information to find on docs.microsoft.com, like this article:https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/enable-profile-card While using the profile cards I experienced a behavior that was not really self-explanatory for me and my colleagues…. Continue Reading Andreas...
Cannot find the administrative settings with Unified Interface apps in my Dynamics 365 trial
When go to https://trials.dynamics.com and create a new trial environment the first step I always do is to go to the Settings => Security => User to promote my user as admin. With the new unified interface you might find out quickly that this approach will not help you in the classic way where you tried to open the Dynamics 365 – custom – App in order to navigate to the Security settings…. Continue Reading Andreas...
Set Multi-OptionSet values with a custom workflow activity
As the relatively new multi-optionset field type arrived with v.9 of Dynamics 365 the need to set values via workflow is quite a common requirement. So I searched within the community to find some ideas on how to solve and create such a workflow activity and so I stumbled upon Demian Raschkovan’s Workflow Tools with can be found on his github repository:
Updating custom workflow activites with additional input parameters
While developing new or extending existing custom workflow activies you might experience a problem that new or updated input parameters will not show up on the workflow designer UI. In the Plugin Registrations tool you successfully updated the assembly, but still it does not show up on the UI. A simple trick solves the issue: In the Plugin Registration Tool select the… Continue Reading Andreas Cieslik’s Article on...
Booking Status: Field Service Status can’t be changed. Record is already used on Resource Bookings
While using Field Service there might be the situation where you figure out that the Field Service Status does not fit to the booking status, or the Field Service Status was not provided at all.But if you try to change the Field Service Status field on a booking status record that was already assigned to any resource booking in the system you will usually see this error coming up:If the system… Continue Reading Andreas...
Dynamics 365 App Designer – Web Interface is going to be / already deprecated?
In version 1710 (9.0.2.2279) of Dynamics 365 Online we get this dialog to create a new app… As you can see it contains the Client options Web and Unified Interface. After an automatic minor update to the newer version 1710 (9.1.0.33) online you only have this dialog available. This version creates a unified interface app by default and you cannot create apps with a web… Continue Reading Andreas Cieslik’s Article on their...
TypeError: Cannot read property ‘Metadata’ of undefined at Object.GetOrderType
Field Service added some new forms to entities like opportunity, quote, order, etc. as well as a JavaScript library running on these forms. Now if you had copied a form based on a FS form then with an earlier version of Field Service you would have received this error everytime you try to save or load a record. TypeError: Cannot read property ‘Metadata’ of undefined at… Continue Reading Andreas Cieslik’s...
Issue with SLA fields with lower case schema names
On a customer tenant we had the issue on some orgs that with SLA feature enabled on the entity work order the transferred solution created on the target system fields with lower case schema names: DEV-System with proper schema names: Exported as managed solution and then imported to a Dynamics 8.2.2.x Online system: => now with wrong lower case schema names Microsoft confirmed in… Continue Reading Andreas Cieslik’s...
Lessons learned with decimal separators
I read several blog articles how easy it is to use realtime workflow based auto number solution with a new auto number entity. In one of the recent project I thought I will use this approach instead of a third party solution. It worked fine but I struggled with this issue: As you can see the value has decimal separators. So I was upset and thought about how to solve it. A blog… Continue Reading Andreas Cieslik’s Article on...
Personal language setting flips back to base language
If you recently updated your CRM environment and CRM users approach you with complains about their personal language settings, not being able to set their desired language – you might have forgotten to install the required update for the MUI language pack(s) as well. if you see this behavior go to Settings –> Administration –> Languages There you go => we forgot to update the… Continue Reading Andreas...
Revival of Dynamics CRM Customization Tool For Excel
Recently I used this tool for a Dynamics 365 project. I made a few fixes and rebuilt it with support for Dynamics 365 v.8.2.x. https://github.com/acieslik/CRMCustomizationToolForExcel The original code was taken from Microsoft’s discontinued Codeplex platform: https://archive.codeplex.com/?p=crmcustomizationtoolforexcel I thought it would be worth to continue this nice project and tool… Continue Reading Andreas Cieslik’s...