top of page

Thoughts on Dynamics 365, the Power Platform and occasionally other stuff
Merging records now a background job
When merging records, users were used to seeing the result of the merge straightaway. If something prevented the merge, a message describing why would show in the user interface. <missing screenshot> Now as a result of a change in August 2020 (online), users see this message. <missing screenshot> And if the merge fails, the user hasd to look in Systems Jobs and search for failed jobs with the name Merge. There is a way to revert to the old behaviour. Log a support ticket with
Aug 10, 20201 min read
Comparing Kits and Bundles
Kits have been available in the product catalog from the earliest days of Dynamics CRM and they can still be used. But they have been replaced by Bundles. This article compares the two. For both Kits and Bundles, the idea is to sell a group of products together, perhaps with better pricing for the customer than buying the individual products separately. Although Kits can still be used, the Microsoft documentation states that Kits are deprecated (which means they will be remov
Jun 17, 20203 min read
Custom Entity appears as read-only in the Unified Interface
I came across an issue where a custom entity appears read-only in the unified interface but is read-write in the legacy interface. Soon discovered this article https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-unified-interface which described my issue. In summary, the Unified Interface is using a setting on an entity previously named Read-only in Mobile. At the time of writing the Microsoft article above showed the image referencing read-only in mobile wherea
May 10, 20201 min read
bottom of page
