Dynamics 365: Action Steps public preview – can we customize opportunity close window now?

  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 »

Dynamics 365: Users Without Security Roles

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 »

Known Issues in V9

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 »