Hosk’s Top Dynamics 365 Articles of the week – 13th January

Quotes

Positive thinking will let you use the ability which you have, and that is awesome. Zig Ziglar

#HoskWisdom Favoutes this week

  • If recruiters want to be treated with respect, they need to treat people with respect #HoskWisdom

Want more #HoskWisdom then follow #HoskWisdom or follow @BenHosk

Articles of the week

awesome-1

CRM Development hacks

great article with some great link to show all fields, enable all fields, get record guid and links to other pages such as advanced find/solutions.

Azure functions are a useful tool to learn about, to help move long running processes out from Dynamics 365

Best of the week

CRM for Dynamics 365 Top 10 New Features

Dynamics 365 – What does Include entity metadata do

Top 10 Microsoft Dynamics CRM/365 Tips from 2016

Dynamics 365 – Editable Grids

Hosk’s favourite Hosk Dynamic blog posts of 2016

Dynamics 365 – Editable Grids JavaScript Example

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

The Top 10 Hosk Dynamics CRM blog posts for 2016

Learning Path authoring now available in Dynamics 365 (online)!

Business Rules – Dynamics 365

Will Dynamics 365 redesign Microsoft Dynamics CRM Online? 

XrmToolBox : Marketing List Manager Plugin

worth a read to refresh me about outer join functionality added to CRM

Replicate Microsoft Dynamics 365 (online) data to Microsoft Azure SQL Database

What’s new for developers: Microsoft Dynamics 365

Microsoft Dynamics 365 App for Field Service – A Walkthrough Tour

 Email Engagement in Dynamics 365 (CRM)

Dynamics 365 – You can’t add new forms to the appointment entity

Executing Dynamics 365 workflows from Microsoft Flow

CRM 2016 – ActivityParty and ActivityParty Lists

WHAT’S NEW IN THE DYNAMICS 365 DEVELOPER TOOLKIT

CRM 2016 – Tips on passing the MB2-712 customization and config exam

Programming

Write a Live Code Analyzer for Your API

Why “Agile” and especially Scrum are terrible

3 Strengths That Make Microsoft Corporation (MSFT) Stock A Buy Now

What are story points

too cool for school – lego kanban board

Other

 The Outrageous Cost of Skipping TDD & Code Reviews

 10 ways to better lead your agile team

Former Navy SEAL commanders explain why they still wake up at 4:30 a.m. — and why you should, too

Managing Your Boss

32 Little Rules I Follow To Live A Life That Feels Good Every Day

4 WAYS TO PUSH THROUGH ADVERSITY AND FAILURE WITHOUT EGO

The Hosk currently reading

The Hosk – just finished reading

Hosk’s CRM Developer Articles

A collection of my favourite CRM Developer articles I have written

CRM 2016 – Tips on passing the MB2-712 customization and config exam

All the CRM 2013 content to help you pass the exam

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Hosk’s favourite Hosk Dynamic blog posts of 2016

Start by doing what’s necessary; then do what’s possible; and suddenly you are doing the impossible. Francis of Assisi

You are always a student of Microsoft Dynamics 365 never it’s master #HoskWisdom

The minute you stop learning new Microsoft Dynamics 365 functionality, you are falling behind #HoskWisdom

I only published 63 blog posts, compared to 148 in 2015 and 220 in 2014, 455 in 2011!   Numbers don’t mean anything because it’s the quality of the content not the amount which is important.

Most of the popular blog posts were written in earlier years, this could be because these blog posts are linked to more blogs, the blog posts are better or more developers are not using the latest version of Dynamics CRM/365.  Below is a link to the most popular blog posts in 2016

The Top 10 Hosk Dynamics CRM blog posts for 2016

I thought I would share the most useful blog posts I wrote last year

  1. How to evaluate job offers for Microsoft Dynamics CRM roles 
  2. CRM 2016 – The importance of keeping the same guids between CRM instances 
  3. CRM 2016 – What’s the best way to organise solutions in Microsoft Dynamics CRM 
  4. CRM 2016 – Tips on passing the MB2-712 customization and config exam 
  5. CRM 2016 – Failed to generate excel
  6. Will Dynamics 365 redesign Microsoft Dynamics CRM Online? 
  7. In Praise of the Incomplete Dynamics 365 consultant 
  8. CRM 2016 – ActivityParty and ActivityParty Lists 
  9. What is the purpose of a CRM Practice 
  10. Extreme ownership – taking ownership for what you do 
  11. Study tips for the Scrum Certification 
  12. Looking at the ideas behind SCRUM
  13. Microsoft buys LinkedIn – What you need to know

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The Top 10 Hosk Dynamics CRM blog posts for 2016

Once you replace negative thoughts with positive ones, you’ll start having positive results. Willie Nelson

The company that needs Microsoft Dynamics CRM, and hasn’t bought it, is already paying for it #HoskWisdom

I have written Dynamics CRM blogs for 6 years and this year I got the most views in a year 673873,  beating last years numbers 661057.  Thanks to all the people who read my blog posts and support the Hosk Dynamics CRM blog post.

I have written blog posts so long the default category is CRM 2011!

A lot of people have told me this year how the Hosk Dynamics CRM blog post has helped them which is great.

Here is a list of the most viewed blog post in 2016 (I am always tempted to write CRM 2016, that will now stop with Dynamics 365).  The views don’t include articles viewed on other sites.

Home page / Archives 48326
CRM 2013 – Understanding Solutions and how they work 13408
Microsoft Dynamics CRM Developer Interview Questions 12904
CRM 2013 – Step by Step Update Plugin Tutorial using the CRM 2013 Development Toolkit 11382
What are the limitations of Microsoft Dynamics CRM Online and how do you work with them? 10162
CRM 2015/CRM2013 – JavaScipt to get the current users name 9753
CRM 2013 – Javascript to get id of current record 7370
CRM 2015 – how to find Statecode value 7141
MB2-703 – CRM 2013 Customization and Configuration Certification Information 7131
CRM Plugins – Stopping infinite loops and understanding PluginExecutionContext.Depth 7005
Where is the CRM Developer toolkit for CRM 2015? 7004

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Dynamics 365 – You can’t add new forms to the appointment entity

I can’t change the direction of the wind, but I can adjust my sails to always reach my destination. Jimmy Dean

Thinking is difficult, which is why most people avoid it #HoskWisdom

Just when you think you understand Dynamics 365 it bamboozles you making you think your browsers broken.  I was trying to add a form to the Appointment entity, only to find the new form button was missing.

I tried it in different browsers but the create form button on appointment was refusing to appear.  I asked another developer to add a new appointment form but the button was missing for them too.

Here is custom form with the create form button

no-create-form-1

Here is the Appointment entity and there is no create form button

no-create-form

Why?

As always we start with the CRM SDK but I couldn’t really find anything but I did find this tip of the day instead

Tip #561: Custom Activity Forms

It has this interesting information and opinion

There is no New button or Save As button that is available on the following activities:

  • Social Activity
  • Appointment
  • Recurring Appointment

This is mostly likely is due to the binding of the information on the form fields to the Outlook client for Appointments and to Microsoft Social Engagement for the Social Activity. Custom versions of the form would likely endanger the integrity of the sync.

 

This forum post discusses

Why can’t I create new forms for the Appointment activity?

I wasn’t sure the reason for not being able to add appointment forms but Outlook integration would seem the most logical.

I was thinking the problem could have been the old forms which Microsoft haven’t updated yet, discussed in this blog post

CRM 2016 – Why can’t I add a business rule to the Article entity

 

What can you do?

You can update the existing appointment form and this is a valid option but you should consider if you need to use the default appointment form and if a heavily customized appointment form will cause problems and maintenance overhead.

You could use business rules and Javascript to show/hide sections or fields on the appointment form.  Be careful with Outlook integration because new fields won’t appear on the Outlook appointment record (but will appear on the CRM appointment record).

The other option is to create a new entity.

If you are going to create a new entity it might be an activity,  read this blog post to understand what this means

Be careful making an entity an activity because it’s very difficult to add security to an activity because all activities live under the one security setting.

Creating an activity will mean it appears under activities, you must need this functionality.

Conclusion

Only being able to update the one appointment form stopped me in my tracks, what if we needed to use the appointment form in other scenarios, I would be difficult to support.

This made me pause to think if I needed the appointment functionality and when making entity changes it’s better to think longer and avoid a mistake because deleting things in Dynamics 365 is a slow painful business.  Much better to think hard and avoid creating entities incorrectly.

Dynamics 365 gives you the power to quickly and easily create entities but that doesn’t mean you should.

CRM Entity ownership – How do you decide?