With all those customization options we have in Dynamics, we can do a lot, but, sometimes, it may get a little confusing. For example, we can use worklfows and plugins. Not only that, though.. Both workflows and plugins can be real-time/synchronous or background/asynchronous. Earlier today I was observing a very interesting behavior. There was a… Read More »

Here is another error you might run into with Web API: Invalid role specified for entity in relationship It seems that, when associating two entities through an N:N, it’s important to add them to the web api request in the right sequence. For example, for this particular N:N, I originally created that N:N on the account… Read More »

I was trying to use Web API to associate a contact to an account (that’s a new N:N relationship), and ran into the error below: Unmapped Request Found Turned out, it was just a matter of having missed “/$ref” in the url I was using for the POST request: [ORG_URL]/api/data/v8.2/accounts(36859222-06AE-E711-A94C-000D3AF3E34A)/new_account_contact/$ref As per MSDN, here is how that request should… Read More »

If you ever tried using browser “print” functionality for any record screen in Dynamics, you may have noticed that it’s not, really, very useful. For example, here is what I got for an account record that had a very long description: Come to think of it, most of the data I have in that account… Read More »

As of this moment, we still don’t have SDK for V9; however, I did want to see how far can we go with Multi Select Option Sets, and, in particular, if we can work with those option sets on the .NET side since that was the only remaining question in the post I wrote the… Read More »

There are a few things we can do with the old good option sets.. Can we do all of that with Multi Select option sets, though? Let’s see.. Although, let’s actually define a multi select option set first – here it goes: From there, here is what I wanted to try: Create a business rule… Read More »

Flows are now integrated with Dynamics, so that’s something to play with/look at.. But what I am wondering about is this: there are Flows and Workflows. Flows are available in both Interactive and Web user experiences, but Workflows are available in the Web user experience only. Is that just an omission or is this an… Read More »

Was looking at V9 tonight.. BTW, you know it’s out there, right? If not, go ahead and create a trial – that’ll be V9. Either way, I wanted to test a feature many of us were waiting for which is, basically, the ability to use Advanced Find to answer the same old question: what are… Read More »

There is one thing about the cloud-based solutions that I started to wonder about not so long ago.. And I’ll get to that shortly, but I wanted to state the obvious first: Our cell phones become obsolete every 1-3 years. Not because they literally can’t function anymore, but because the operating system and the software installed on… Read More »

Here is a question somebody asked in the community forums today: I want to create a workflow that checks if a new lead is from a list of countries ‘List A’ (ie europe), then it will send an email to the team leader for those countries.  Then I will have a ‘List B’ (ie usa,… Read More »