A quick search of the “interweb” seems to indicate a lot of people wanting to open a CRM View (like Active Contacts for example) via script or a direct URL.
exhibit A:
https://yourorg.crm.dynamics.com/main.aspx?etn=contact&p...
This is a big shout out to Megan Walker who wrote a nice article about Using Emojis in Optionsets with Dynamics 365 which is well worth checking out.
It reminded me of something we’ve been doing on some Entity Forms for a while to make thing...
Security Roles can be complex in Dynamics 365. There’s a lot of tools at our disposal when creating a security model for a customer. Some of these include Business Units, Hierarchical Security, Field-Level Security etc.
While proposing one s...
There were times when we’d have to mock up wireframes for projects, but those days are generally gone (thank goodness). One thing I have encountered recently is that when launching our new website we needed high-resolution (2k or 4k) images ...
Simple one here.
I have been running the Dynamics 365 App for Outlook for some time now and loving it. Since the latest update to v9 on our instance I noticed the new Unified Interface flow through to the App in Outlook, but one feature I was keen...
While working through the requirements for the new light-weight Dynamics 365 App for Outlook something unusual presented itself.
One of the key requirements is that Users have the below Security Role privilege.
(More details on all requirements he...
Embedding encoded Base64 images into your HTML Web Resources in Dynamics 365 can be useful. Rather than referencing a public facing image, or having to upload the image as another standalone web resource we can use code to render an image.
Base64 ...
Post update to Dynamics 365 v9, we noticed a missing Word Templates ribbon button on the Connection entity. This caused some issues as the customer was using some templates to assist in document generation using this entity.
The symptoms
We...
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