There is an interesting new feature available in the public preview now: You will find more details on what other feature are available if you look at this blog post: https://blogs.msdn.microsoft.com/crm/2017/10/25/new-automation-and-visualization-features-for-business-process-flows-public-preview/ When I saw the description of the action steps there, here is what I wanted to try right away(custom opportunity close dialog): And… Read More »

In the 9.0 version of Dynamics 365 we can now use “does not contain” condition (which is, basically, “does not exist”) on the related records: http://www.itaintboring.com/dynamics-crm/v9-accounts-that-have-no-opportunities-almost-there/ So this is what I tried when I wanted to see all users without any security roles: This, however, produced an error: To use this saved view, you must… Read More »

Imagine that you had a business process enabled on the entity, and it has already been activated on a number of records. For example, here is a case record for which I have activated a business process: What if you wanted to completely deactivate that business process (and, also, detach that business process from the… Read More »

I’m not sure I’ve ever seen this kind of comprehensive “known issues” page for the earlier releases of Dynamics 365/CRM, but it’s definitely worth looking at just so you are aware of some of the issues you may run into in V9: Dynamics 365 Customer Engagement General Availability Readme (Known Issues) I just tried reproducing a couple of… Read More »

We can make some fields required and we can make other fields optional.. But what about all those not so black-and-white situations where the system may still be able to warn the users about some possible inconsistency in the data, but the user should still be able to override that warning? There are different options… Read More »

For a little while now I’ve been wondering if it’s a bug or if it’s a feature that, at least in the more recent versions of Dynamics, System Administrators won’t be able to choose those entity forms that were not assigned to the “System Administrator” security role? It seems it was different in 2011, and,… Read More »

When defining a formula in the business rules editor, we can only use two entity fields: So, what are we supposed to do when we have, for example, four fields to sum up (other than creating a calculated field or adding a javascript/workflow/plugin)? Turns out, we can simply add multiple actions to the business rule… Read More »

We have a somewhat unique Dynamics environment here in Ottawa, so, sometimes, I am wondering if what’s happening here is a reflection of the overall trend or if it’s all about Microsoft trying to adapt to the specifics of the local market. You see, most of the Dynamics implementations here are still on 2015 version… Read More »