Archive
God Mode – Level Up – Dynamics 365 Chrome Extension
Imagine a scenario, where you have to create/update a record by using any of the below options from the browser
- By passing the required field checks
- Make any hidden fields, tabs, sections visible
- Enable all the read-only fields which are locked
The answer is ‘God Mode’ by installing a chrome browser extension Level up for Dynamics CRM/365.
After installing the extension, you would get the ‘Level Up’ icon on your chrome address bar.
Using God mode:
- Open the record you would want to use ‘God Mode’
- Choose ‘God Mode’ option from the Level Up Menu
- Up on choosing the ‘God Mode’ all required fields would become optional and all your hidden/disables fields become visible and enabled.
Note:
- Even though the option is flexible and easy to use, it has to be used judiciously to avoid any misuse.
🙂
Dynamics Portal Issue – Unable to submit Entity Form
Recently we encountered a strange issue in our Dynamics Portal SaaS variant.
We got a requirement to allow Portal users to create ‘Custom Activity’ records from Portal.
To achieve this, we created an Entity form for the Custom Activity with mode set to ‘Insert’ and configured Web Template.
Issue:
- After configuring Entity Form, Page Template and Web Template, we could not save the record from Portal.
- Up on ‘Submit’ button click on Create form, there was no server post back.
- On browser console, “Unable to set property ‘isvalid’ of undefined or null reference” exception has been logged.
Reason and Fix:
- Issue was due to the additional character in ‘Web Template’ Source HTML content (refer below highlighted) and correcting the HTML fixed the issue.
🙂
Sandbox vs Production Instances – Dynamics 365
Other day I got a question around ‘Instance Types’ in Dynamics 365. In this article I am going to provide quick notes around ‘Instance Types’.
What is Instance Type:
‘Instance type’ allows you to categorize your Dynamics 365 instance (i.e., Either Production instance or Test instance).
- There are 2 types of ‘Instance Types’ available in D 365
- Production
- Sandbox
- Production Instance :
- An Instance of type ‘Production’ is considered as your LIVE environment which was made available to your end users.
- You cannot perform some admin actions on your Production instances.
- For example, you cannot reset the instance and you cannot copy an instance to another Production instance.
- You cannot set ‘Admin Mode’ on your production instances.
- If you subscribe CRM 30 days trail, you will get ‘Production’ instance by default. You can change the ‘Instance Type’ to ‘Sandbox’ by using ‘Edit’ option.
- Sandbox Instance:
- A Sandbox instance is the place to safely develop and test your application changes with low risk.
- A Sandbox instance type can be your test instance or UAT.
- As an example, you can Reset (i.e., Becomes Vanilla)/Copy/Delete your sandbox instance.
- In ‘Sandbox’, its easy to replicate your Production instance by using ‘Copy’ feature.
- You can set ‘Admin Mode’.
What is an Admin Mode:
- Let’s take a scenario where you want to reset your instance and deploy a fresh build. During this time you don’t want your non-admin users access the instance.
- With ‘Admin Mode’ turned on, only Users with ‘System Admin’ or ‘System Customizers’ can log-in to the system where as regular users would not be allowed to log-in.
- With this mode enabled, all asynchronous operations will be cancelled. This includes workflows, sending email, Exchange sync, and Yammer.
- You can only place Sandbox instances in administration mode.
Key Points:
- A production instance is must to get a sandbox instance. To add a new ‘Sandbox’ instance you need to purchase it as additional instance. How to add a new Instance
- You cannot reset ‘Production’ instance. Workaround is you have to changing instance type to ‘Sandbox’ and reset then switch to Production.
Refer Link to explore more.
🙂
Dynamics 365 Data Archival and Retention Tool – MS Labs
Data Archival and Retention is one of the common asks from customers.
Dynamics 365 product offering does not have any native data archival or retention feature, ‘Data Archival and Retention’ solution enables Dynamics 365 users to do archive of required data to COSMOS DB using Azure Services .
Download the solution from App Source and get started !
App Source : Link
User Guide : Link
🙂
Rajeev Pentyala - Microsoft Power Platform 