Dynamics Quick Search

The easiest things to do are sometimes the hardest to find.

If you are frustrated with searching for your items in Dynamics via the Entity Search box even after enabling your field for search, you need to do one more step.  Go to your entity, navigate to the quick find view and then selecting the field you want to search on.

From there, you will then be able to search against your entity by the field(s) selected.

search

Easy to miss but easy to fix.

Disabling Quick Create

I ran into an issue the other day where I needed to turn off the usage of Quick Create forms and ensure that the standard forms would always be used for form creation.

The option to do this per entity is relatively simple – Navigate to your entity (via the solution) and uncheck the following entry.

ActivityPointerFail

Not a problem to do per entity, but it would be nice if there was a bulk, non-coding writing way to disable this functionality across all of your entities.  This is a good example of where these features can then be implemented across the board ensuring a consistent user experience.

ActivityPointer Redirection

I ran into error this a little while ago while doing some data conversions.

ActivityPointerFail

A quick search on Google will yield results on trying to associate an invalid activity record to your entity.

However this was not the case, as I was not doing any linking of activity records.

In the end what it turned out to be was that the relationship was created against Entity A (which was wrong), while I was passing in an EntityReference to Entity B.

Still wrong, still an error, but took me down the wrong path when the error first popped up.

And now you know.