It Ain't Boring | Exploring Dynamics 365

1. When we say “unsupported” about a certain customization, what do we actually mean?

   It seems I’ve been experiencing strange consequences of giving up on my MVP renewal, which is that I now don’t need to worry about sticking to some (real or imaginary) rules, I don’t even need to write anything here, but, somehow, that together just unlocks some of the topics I probably did not dare to… Read More »

2. Tired of having Business Process Errors? Try your own titles

   It’s been there forever – you raise an error from the plugin, and you get Business Process Error popup in the UI. That’s all good except that not everyone likes that kind of popup title: So how about making it a different title? There is no supported way of doing this, but, well, lately I’ve… Read More »

3. Form OnLoad vs OnDataLoad

   There are two different onLoad events in the client-side XRM framework, and I did not know that… Well, it’s better to find it out late than never 😊 https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/executioncontext/geteventsource Here is how it works: Actually, I used to think OnLoad does what OnDataLoad do. Maybe it used to do it? Not sure. Either way, when… Read More »

4. Not all statuses are equal with formContext.data.process.setStatus

   Turns out we can’t use process.setStatus freely to finish a business process at any time – it has to be in the final stage. Otherwise, we can only abort a process. Come to think of it, it is neither too obvious, nor too counter-intuitive. Either way, the code below works, it seems: formContext.data.process.setStatus(“finished”, result =>… Read More »

5. Bulk-updating primary owner of multiple cloud flows

   Changing primary owner of your flows in the maker portal is simple – just go there, choose a flow, click “Edit” in the details section, then change the primary owner. This usually makes sense when setting up an application account as a flow owner, since that protects us from unexpected failures if the user-owner leaves… Read More »

6. Not applying for my MVP renewal, but why?

   I think I have finally made piece with the decision not to apply for my MVP renewal, but it’s still worth a bit of an explanation. It won’t be long, though. First of all, when Andrey Butenko asked if I’d be interested in being considered for an MVP award back in 2017, I thought “wow,… Read More »

7. Macro Templates solution: deployment

   This post is part of a series of posts. Please use the links below to navigate through the related posts: To deploy the solution, follow these steps (loosely): Finally, to test it out, create a record in the Template Demo table and use “New Document” button to test it all out:

8. Macro Templates solution: Dataverse tables

   This post is part of a series of posts. Please use the links below to navigate through the related posts: In the Macro Templates demo solution, there are only 3 tables: Technically, only two of those are needed for the templates (“Document Teamplate” and “Template Download”), the only reason there is yet another one (“Template… Read More »

9. Macro Templates solution: can’t do it without a javascript web resource

   This post is part of a series of posts. Please use the links below to navigate through the related posts: I’ve already mentioned the javascript when explaining how custom page dialog works, so you might want to re-read that part quickly, there are just a few more things to mention. Here is how file download… Read More »

10. Macro Template solution: template file

    This post is part of a series of posts. Please use the links below to navigate through the related posts: You will find a sample template file in the git repo: It’s a sample, you can create your own, and there can be multiple templates. Ultimately, they all need to be added to the Document… Read More »