Create a view in Microsoft Dynamics 365 that shows contacts in the same state as current user.
Create view: Active Contacts in My State
Category: Customization
No more Export as Unmanaged
With the coming ALM and automation features for CDS and the Power Platform, there is no longer any need for manual export of unmanaged solutions. I suggest the possibility should be removed entirely.
Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM
As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions: How can I number existing records?How can I add dynamic content to the numbers? In a previous article I gave my solution to the first question. I will now dive into the second one and show a … Continue reading Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM
Auto Numbering existing records in Microsoft Dynamics 365 / CRM
As the creator of the Auto Number Manager tool in XrmToolBox, one of the most common questions I get is: - Is it possible to number existing records? This article describes how.
Managed or Unmanaged solutions – a hot case still slightly open
The case is obviously not entirely closed. My recent article Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM received a lot of attention, and sparked writers, podcasters, tweeters and commenters around the world to give feedback, yell at me, agree with me, or simply continue the discussion both publicly and privately. I … Continue reading Managed or Unmanaged solutions – a hot case still slightly open
Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM
If you have problems shifting gears in your car, you don't call Volvo to say "Hey, I don't like how this gear shifting thing works, so I'm just going to use reverse and drive backwards from now on." What you probably do is call them to say "I'm having trouble shifting, you need to fix … Continue reading Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM
More Auto Numbering features
In my previous article I described the details of the new Auto Number attributes feature of Microsoft Dynamics 365, and how to manage them using Auto Number Manager for XrmToolBox. Since this article, a few new possibilities have been verified to be supported. Adding Auto Numbering to existing attributes The most important new feature is … Continue reading More Auto Numbering features
Auto Number attributes in Microsoft Dynamics 365
With the release of Microsoft Dynamics 365 Customer Engagement October service update (v9.0), two of the most requested customization features were finally implemented in the platform: Multi-select optionsets Custom auto numbered attributes The first one has full customization features available in the UI out of the box, but to create and manage auto numbering attributes … Continue reading Auto Number attributes in Microsoft Dynamics 365
Public Preview: Build and Deploy Microsoft Dynamics 365 projects using VSTS
Recently I posted a series of three articles describing our approach to DevOps for Microsoft Dynamics 365, and the technology behind it.After giving a session on this topic at CRM Saturday in Madrid, Spain, it is now time to announce “public preview” of our tools. If you want the full story – these are the … Continue reading Public Preview: Build and Deploy Microsoft Dynamics 365 projects using VSTS
Build and Deploy Microsoft Dynamics 365 projects using VSTS – part III
This is the third and last article telling the tale of our own DevOps for Microsoft Dynamics 365, and the technology behind it. Part I – Background and how our DevOps tools evolved before we knew about it Part II – Automation of the build and deploy process using custom VSTS Build Tasks Part III … Continue reading Build and Deploy Microsoft Dynamics 365 projects using VSTS – part III