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 »
I’ve been always wondering if editing a customizations file should be considered an “unsupported” customizations. That was sort of my gut feeling since, after all, that file is rather complex, and it’s not something you can edit easily – you have to go over a few steps to even get that file, and, then, you… Read More »
Most of the times, if we wanted to add a button to the ribbon, we would create a solution, we would add an entity to the solution, and we would use Ribbon Workbench to configure entity ribbon in that solution. It works great, but what if we wanted to add a button to all entity… Read More »
Who is doing Waterfall projects these days? From my recent experience, it seems Waterfall has a bit of a stigma attached to it – almost everyone wants to go Agile. So, just in case, the image below might be a nice refresher of how Agile is different from Waterfall: It came directly from this page: http://www.agilenutshell.com/agile_vs_waterfall Problem is,… Read More »
A few days ago I wrote a blog post about word/excel templates: http://www.itaintboring.com/dynamics-crm/wordexcel-templates-rock-in-dynamics/ And got a few interesting responses – it’s great to have readers who can point out something you don’t know. One of the comments was that we can’t, really, control how related entities in Word Templates are retrieved. Come to think of… Read More »
All the Dynamics projects I’m working on right now are still on 2013-2015 versions of Dynamics, and they are all on-prem implementations. This is because all of them are for different government departments here in Ottawa, and, somehow, 2016 version still has not arrived to this place. So, all those fancy features available out… Read More »