Non-interactive Access Mode

May 12, 2017

Why would you want to set Access Mode for user to Non-interactive?  Setting the Non-interactive access mode fro a user will prevent him from accessing Dynamics 365 application UI in any official Dynamics 365 client: Web, Outlook and mobile. While human users need an GUI to actually do some work, external applications interacting with Dynamics 365 do not. Note that security mechanism such as Security Roles, Field Level Security etc. apply to users with Non-interactive access mode just as Read-Write users. Assigning the Non-interactive access mode to applicative users used for interaction with external applications is a...
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Microsoft Dynamics 365 – Send SMS using Flow

May 2, 2017

Looking at the list of traditional CRM activities I always miss the SMS, being a common and effective type of communication between organizations and customers. Sending SMS triggered by Microsoft Dynamics 365 events (e.g. Case created) used to be a developer’s task. You had to write Plugin or Custom Workflow Activity code to access the SMS provider web service and maintain it as endpoints sometime change. With Flow you can integrate applications in a declarative manner so an event in one application will trigger an action in another application along with custom conditional logic and even wait...
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@microsoft.com

January 21, 2017

I am back. It has been a while since my last post. About a month ago I started a new job as a Dynamics TSP (Technology Solution Professional) at Microsoft. It is a technical role aimed to support Dynamics related sales processes. Sadly, It means giving up my MVP title, as Microsoft employees are not eligible for this award.  This is a major change for me. In the last 8 years I was self employed of a sort, without a regular schedule, office or boss. Switching to work in one of the largest corporations on the planet is...
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Drag & Drop File Upload (part 1)

October 27, 2016

I have been planning to do this for over a year now, finally found the time. Started learning HTML5 (I recommend Pluralsight courses), and this is my first project. In version 2016, Microsoft finally introduced some drag & drop file upload for the Word/Excel template feature, but that’s it. I would like to have similar UX in entity forms and Dashboards. In this two-parts post, I’ll describe a working solution that allows users to upload a file by dragging it to a specific area in any business entity form or Dashboard. The solution version available in this...
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Get (Online) Ready

October 11, 2016

If your Microsoft Dynamics CRM organization is deployed on-premise and Online is not even a remote option, stop reading now, this post not for you. Or is it? Most of my clients are enterprise level organizations with Microsoft Dynamics CRM deployed on-premise. But even in these organizations, Online is no longer a theoretic concept. Sooner or later, Online is coming…oh wait. it is here. Following are some tips which implemented today may render your migration to Online a bit easier in the future, but will probably make your life easier even while on-premise. 1. Keep it supported There is an infinite number of...
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Accessing Form Header Web Resource

September 14, 2016

Although this Help article states that with Microsoft Dynamics CRM 2016/Online “You can’t include a web resource in a form header or footer”, you certainly can. Sadly, form Footer Web Resource no longer display any content (as it did in version 2015). Form header displays content correctly, but adding it will spread the header fields all over the form width. If you are ok with the UI, you might want to access the header Web Resource programmatically via JavaScript. Maybe when a form attribute value changes, the Web Resource content should change dynamically. Unlike header attributes, which can...
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Update Records with the Import Wizard

September 11, 2016

I recently noticed that in version 2016, the option to export records for update (available in version 2015 as seen below) has vanished from the Export To Excel dialog. When checked, this option allows you to update the exported data and later on use the Import Wizard tool to update existing records. Consulting Faridun Kadir, a fellow MVP, I learned that exporting MSCRM records to a static worksheet exports records GUID (record unique identifier) by default as a hidden column. This GUID is later used by the Import Wizard mechanism to determine if the imported record...
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Entity Scope Business Rules demystified

August 12, 2016

Entity scoped Business Rules run on both client and server side. On the server side, Business Rules are executed synchronously when a record is saved (created or updated) and this means that in some cases, Business Rules can replace synchronous Plug-ins. Business Rules UX is better and maintenance wise, implementing business logic using the declarative Business Rule is preferred over Plug-in custom code.   Sounds great, but for some Business Rule actions the meaning of running on the server side is a bit obscure: Show error message: on client side, the save operation is prevented by the error...
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Rollup Field vs. Security Role

August 10, 2016

One of the professional benefits I gain from training Microsoft Dynamics CRM courses appears from time to time in the form of an innocent question from a student. A question which makes me stop for a moment and think… What would Mr. Spock answer to this? Here is one: Does a Rollup field calculation take the user’s privileges into account?  Let me demonstrate: a user has access to a Project records which contains the Total hours consumed. This is a Rollup field which sums up the related Activity Report records Total Hours field value. The user security Roles prevent...
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