Right off the bat, we’re looking at the Microsoft.Xrm.Data.PowerShell library. It’s available from GitHub
Will this UI change impact your current business processes? Moving the Write-in Products to be buried down could make a difference in your user's experience.
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.... Continue Reading →
The way to capture the form input and send it to your Dynamics 365 instance is by way of Flow. Let’s have a quick look
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.
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.
No matter how well your initial taxonomy is structured, as the business evolved, a need for change arises. A taxonomy is not a static product, but rather a work in progress. You should be maintaining and improving your taxonomies on regular basis.
It has been a while since one of these came out. The last one that stands out in my mind was applicable to Dynamics CRM 2011, even thought there might have been a few since. I’m referring to the Solution Lifecycle Management: Dynamics 365 for Customer Engagement apps. You can get your copy from HERE.... Continue Reading →
Case Study: you have a company site hosted on a CMS (let’s assume WordPress for the purpose of this). You want to capture inquiries from the public, and create Leads in your Dynamics 365 for Sales. Technologies: WordPress site (you must be able to create plugins) or any other public site, Logic Apps, Dynamics 365... Continue Reading →