Dynamics Customer Voice is the survey tool that stores all its data in Dataverse. Dataverse have quite the process to maintain a healthy ALM and deployment process, but if you plan to include Customer Voice in your solution it can complicate things. This is how I solved this challenge, with help and inspiration from my... Continue Reading →
No-Code Hack – Use Calculated Fields for Event Age Validation
This past weekend I was at Dynamics Power Saturday in Amsterdam an delivered a session I call "No-Code Hacks". One of my hacks was to show how you can solve a requirement for age limit at event by only using customization, a requirement usually solved with JavaScript. What is a Hack? To start with I... Continue Reading →
Use Characteristics to Fine-tune your Resource Result in URS – Part 2
In part one of this mini series within my URS series (I like series, OK?) I suggested a way to use Characteristics with the Scheduling Assistant to help fine-tune your resource results. In this article I suggest another option to that, one that is slightly more complex but also more flexible and applicable to more... Continue Reading →
How To Change Default Appointment Behaviour In Unified Interface
Recently I came across an inconsistent behavior regarding the Appointments entity in the UI (Unified Interface) compared to the Classic Interface. I asked my best friend Google... uhm I mean... Bing for advice but didn't find anything to help me so I opened a Microsoft support case about it. This is the response I got:... Continue Reading →
Get Fields From Related Records Using Actions
Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account. This article will... Continue Reading →
Sara Lagerquist 