Dynamics 365 PowerShell using Microsoft.Xrm.Data.PowerShell

May 27, 2019 in Dynamics 365, Power Platform, PowerShell | Tags: , , | 2 comments

I’ve been playing with PowerShell more and more lately, and I thought it’s a good idea to bring on a mini-series of posts on this topic. I’ll be stepping through a few topics, from the most basic actions like extracting a solution and deploying it to a target environment, then move into more DevOps focused actions.

But let’s get started. This first post will focus on the setup of the environment.

Oftentimes you find these fabulous posts with loads of useful information, but for a beginner it’s missing something as simple as the core setup.

Read the rest of this entry »

Where did my Write-in Products go?

Apr 17, 2019 in Dynamics 365 | Tags: , , | Leave a comment

With the new user interface popping up on all trials now, one question came in a training session. There’s some UI tweaks that buried a feature down a bit.

If you remember, on the classical interface, on an open Order, we could go into the products grid, click on the little “+” sign, and select from the drop-down the option for Write-in Products.

With the new UI in place, in the Products grid, you are presented with one option called Add New Order Line.

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Now comes the fun part. If your Field Service solution is in place, it’s got it’s own Order Line form. Same with PSA. So, what you should be looking for is the correct form to display. It’s the Order Line: Information.

Here, on the General tab, your first option is Select Product. This is a two-option toggle, with the default selection on Existing. Flip that over to Write In.

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So now your Write In option is buried down a little.

I’m assuming stats show that Write-in Products are not that popular? Do you feel the same? Respond below if this change affects your business scenarios.

BPF not showing in the existing App

Apr 11, 2019 in Citizen Developer, Configuration, Dynamics 365, Dynamics CRM | Tags: , , , | Leave a comment

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 »

Integrate Microsoft Forms to Dynamics 365 Customer Engagement–Lead Capture

Mar 27, 2019 in Citizen Developer, Common Data Service, Dynamics 365, Dynamics CRM, Forms, O365, PowerApps | Tags: , , , , , , | Leave a comment

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 »

Best Practices–working with security roles

Mar 25, 2019 in Configuration, Dynamics 365, Dynamics CRM | Tags: , , , , , | Leave a comment

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 »

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