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With a bit of delay, my latest of a series of 3 video courses is finally out. Click the image below to go to PACKT’s site where it’s available now.

v07150_low

The other courses in this series include:

Getting Started with Dynamics 365 Customer Engagement [Video]

and

Configuring and Extending Dynamics 365 Customer Engagement [Video]

You can find the other publications on my PACKT Profile page at:

https://www.packtpub.com/authors/nicolae-tarla

Enjoy!

This one is just a quick tip.

We’re all used to the classical interface, as we’ve been configuring and testing in it since the beginning. Which is why some small things could make us pause for a moment to think.

Working with Apps now is the new trick, and takes a bit of mind-bending sometimes. It’s like teaching an old dog new tricks. Read the rest of this entry »

As I’ve mentioned in THIS earlier article, Microsoft Forms is now in public preview. And, I’ve also mentioned you can integrate it with your Dynamics 365 instance. But how, you might ask!

There is no direct “configuration” on the form itself to map to a Dynamics entity, since it’s not a data driven form. Yes, you’re probably thinking PowerApps right about now. Read the rest of this entry »

Another one on the best practice / bad practice topic. Working with custom security roles this time.

We have an option to start configuring a new Security Roles from an existing role. You might be tempted to do that, thinking it’ll save you time and minimize the potential for missing something. But, there’s a problem with that approach. In order to create a new role, you should be spending pretty much the same amount of time to create one from scratch versus a Save Create New (Yes, that’s what it’s called, would have been better named Save As for consistency). Read the rest of this entry »

An observation more than anything, but I’m seeing this happening every now and then, and it’s worth putting it out there.

With great power comes great responsibility.

The platform allows us to create new forms by simply opening an existing form and selecting Save As. We tend to use that, as it’s easy to start from an existing form, and make small changes when creating new forms. But, as easy as that is, it has the potential to create a big problem.

Read the rest of this entry »

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