With all the focus on the Dynamics 365 Customer Engagement naming, the split into Dynamics 365 for Sales and Dynamics 365 for Customer Service, with or without Marketing, and all the licensing implications and additional functional packages, this is a question that came out of the blue and caught me a little off-guard. While I’m... Continue Reading →
While Relevance Search was added on version 8.2 of Dynamics 365 at the end of 2016, it came as part of a recent discussion when a SharePoint resource asked me about something similar to the old Search Server (MSS) or SharePoint Search, but in CRM. Namely, he was asking about the ability to have result... Continue Reading →
Extracting data from Dynamics 365 and pushing it to CDS, the easy way.
Use the Privileges Discovery in XrmToolBox to answer the question of which security roles allow a specific privilege or set of privileges.
As we’ve seen in the previous articles on How to work with Power BI in Dynamics 365 for Sales and Service as well as How to work with Power BI in Dynamics 365 for Sales and Service–Part 2, we can leverage the existing content packs to simplify our data presentation for the Sales and Service... Continue Reading →
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