Welcome to my knowledgebase, which started as a place for me to file information that I find (mostly about Microsoft Dynamics 365/CRM) and are likely to forget. Many times I searched for something only to find my own article.
Feel free to browse and if any of the information helps you in your work then that is great.
Use the search box or the tag links to search for articles.
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20 Nov 2018
Reviewing the WebApi documentation showed that this can be done, but there was a contradictory article on an SDK page which stated that removing a record from a marketing list does not work in the WebApi and I had seen some posts also stating this to be the case.
I checked this and it seems that removing a record from a marketing list is supported in the WebApi.
16 Oct 2018
Dynamics 365 Portals are a complex beast to manage.
There are two parts to a portal:
26 Sep 2018
Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in the Unified Interface but only in a limited way.
In my moderately brief review, I see the position as this:
- Rich text controls are available in the Unified Interface for Dynamics 365 Online version 9.0
- They are only available for the Content field in Knowledge Articles and the Description field in Emails
As far as I can see it is not possible to have the interface show rich text controls for any other field.
21 Sep 2018
I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first that duplicate detection did not appear to work when adding duplicated records. I had checked that the entiy was enabled for duplicate checking and published the rule.
However, after a while, I found that the duplicate detection rule did work. So even if the rule has a status of published (which means that all the matchcodes have been generated) there might be a delay before it works.
24 Jul 2018
Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working.
Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working.
I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal server.