Reduce your Dynamics 365 License costs by 92%?
Aug05

Reduce your Dynamics 365 License costs by 92%?

I hinted in my last post about possibly being able to reduce your Dynamics 365 license costs by up to 92%. I may have been a little too coy, so I titled this post more overtly. Was I just bullshitting you? Well… not all of you. It Depends Follow me here as there are a lot of “ifs”, but many organizations will meet them. IF, you are paying $115/user/month for the Dynamics 365 Customer… Continue Reading Steve...

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Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update
Aug05

Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update

Oct 2019 Wave 2 update got one of the most asked feature. Being able to customize the Opportunity Close Dialog box. Assuming, you have enabled 2019 October Wave 2 update enabled for your Organization or you’re reading this post Oct 2019 with Wave 2 Updates already applied to your organization. For Early Access of Oct 2019 Wave 2 Updates, follow my post here – Early Opt-in for October 2019… Continue Reading...

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Sub-Grid added to the new model-driven form designer (WYSISYG) in PowerApps
Aug05

Sub-Grid added to the new model-driven form designer (WYSISYG) in PowerApps

Hi, Microsoft is steadily adding all the essential features to the new model-driven form designer (preview) making it more and more usable and intuitive. Latest addition is the support for sub-grid as shown below The properties window for the sub-grid ` We can select the view from either the related entities or view from any … Continue reading “Sub-Grid added to the new model-driven form… Continue Reading Nishant...

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MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Four – Sales Insights)
Aug04

MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Four – Sales Insights)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales insights. You will see that sales insights are mentioned in the skills measured statement within the section headed “Perform… Continue Reading Neil...

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“A validation error occured” Data Integration Project Error (PowerApps)
Aug04

“A validation error occured” Data Integration Project Error (PowerApps)

Facebook Twitter reddit LinkedIn Some of the new data import options that PowerApps provides us is nice. Perhaps the most significant area of innovation concerns the functionality available within Data integration… Continue Reading The CRM Chap’s Article on their blog “A validation error occured” Data Integration Project Error (PowerApps) Some of the new data import options that PowerApps provides us is nice....

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Early Opt-in for October 2019 Wave 2 Updates
Aug04

Early Opt-in for October 2019 Wave 2 Updates

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s). Let take a quick look at how you can enable this for your environment. Here are the details Microsoft notes on the Early opt in to 2019 release wave 2 Enabling Wave 2 2019 Updates Visit 

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Dynamics 365 Sydney 2019 – Accelerate with Dynamics 365 & The Power Platform
Aug02

Dynamics 365 Sydney 2019 – Accelerate with Dynamics 365 & The Power Platform

Today I presented a session titled Accelerate with Dynamics 365 & The Power Platform. The PowerPoint deck for this session can be viewed and downloaded at the link below: Box No Description   Enjoy! Greg Olsen YellowDuckGuy Continue Reading yellowduckguy’s Article on their blog Dynamics 365 Sydney 2019 – Accelerate with Dynamics 365 & The Power Platform Home > Dynamics 365, Dynamics 365 Saturday, Microsoft,...

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Updating to Unified Interface? PowerApp it!
Aug01

Updating to Unified Interface? PowerApp it!

The Dynamics 365 Web Client is going to be deprecated soon. If you have not transitioned to the Unified Interface, time is running out to be in control of that process for yourself. Maybe there is a reason to look at this “chore” as an “opportunity”. Unified Interface The Unified Interface is awesome, a vast improvement over the previous Web Client. Yet a significant number of organizations… Continue...

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Implementing The Calendar Control in Unified Interface.
Aug01

Implementing The Calendar Control in Unified Interface.

When should I send that Summer BBQ invite email? With the addition of Unified Interface to the Dynamics 365 comes some new features including the new Calendar Control. The Calendar Control allows you to view a set of records on a calendar, making it really easy to see any records that rely on a date field. In today’s example, I’ll walk you through how to set up the calendar control… Continue Reading TattooedCRMGirl’s...

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How to Delete a PowerApps Environment
Aug01

How to Delete a PowerApps Environment

If you are like me, you have been creating a lot of environments for various projects, proof-of-concepts and experiments. Sooner or later you will hit an instance/capacity issue and will no longer be able to create new or convert to production environments in your Power Platform Tenant. PowerApps Environments The quickest way around this is to do a bit of housekeeping. If you follow… Continue Reading Nick Doelman’s Article...

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How to use Mock-Up Data in PCF CLI (July Update 2019)
Aug01

How to use Mock-Up Data in PCF CLI (July Update 2019)

The updated PCF CLI tooling has just been released (July 2019), and one major enhancement is supporting mock datasets (Your Data within PCF Test Harness). See the original blog post by Peter on the PCF Forums: https://powerusers.microsoft.com/t5/PowerApps-component-framework/Updated-PCF-Tooling-version-is-now-available-July-2019/m-p/331859#M652 I wanted to give you a quick demonstration of… Continue Reading Andrew Ly’s...

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Recalculate a rollup field in Unified Interface
Aug01

Recalculate a rollup field in Unified Interface

This video is a quick tip on how to recalculate a roll up field in the new Unified Interface Hope… Continue Reading Prashant Shukla’s Article on their blog Recalculate a rollup field in Unified Interface This video is a quick tip on how to recalculate a roll up field in the new Unified Interface https://youtu.be/ev5f-dhPJCo Hope you find this video helpful! Happy CRMing!! Blog Syndicated with Prashant Shukla’s...

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Azure Service, Ma’am – Starbucks Pours More Into Connections With Azure
Jul31

Azure Service, Ma’am – Starbucks Pours More Into Connections With Azure

When it comes to coffee shops, it’s safe to say that everyone is familiar with Starbucks. For years, they have been at the top of the corporate coffee chain, and it’s obvious why. They are always coming up with innovative ways to modernize their products. “Everything we do in technology is centered around the customer connection… Continue Reading Genna Joudrey’s Article on their blog...

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Safeguard your data with updated Microsoft 365 Business Security Features
Jul31

Safeguard your data with updated Microsoft 365 Business Security Features

Our businesses are as vulnerable to crime as our homes are, and Microsoft knows that having a secure business is one of the highest priorities in our world today. When we work with Microsoft products, we know that we are working with some of the most secure products in the market! From Office 365 to the entirety of Dynamics 36

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Workaround to get Plugin Profiler from the Unified Interface in D365 CE
Jul31

Workaround to get Plugin Profiler from the Unified Interface in D365 CE

Developers like me, often need to Profile the Plugin so see what logic you are implementing and this is pretty common in the development lifecycle. But, Let’s say you don’t have the classic UI at your disposal and need to download the Profiler from the Unified Interface itself – Here’s a little detour you’ll need to take to get it right. Alternatively, using Persist To Entity is also… Continue...

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Microsoft to Change Dynamics 365 Subscription Plans
Jul30

Microsoft to Change Dynamics 365 Subscription Plans

Source: https://www.zdnet.com/article/microsoft-is-set-to-shake-up-dynamics-365-pricing-and-packaging-again/ According to an article on ZDNetlast week and an earlier article in MSDynamicsWorld, Microsoft is planning to change the pricing and package of Dynamics 365 apps.  At present customers can purchase apps a la carte or buy a bundle or suite of apps.  For instance, the Dynamics 365 Customer… Continue...

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Passing multiple GUID to QueryExpression
Jul30

Passing multiple GUID to QueryExpression

A few time we need to pass multiple parameters to QueryExpression to fetch required entities. I have seen code with multiple calls instead of passing multiple parameters, and of course avoiding multiple calls is efficient. In code reviews, I also have seen hard coded Guids or people looping through collections to obtain Guids. In some situations, these can be the “only” or best options but… Continue Reading Yawer...

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Can’t connect to D365 if system clock is wrong
Jul30

Can’t connect to D365 if system clock is wrong

Probably title of this post summaries it well, but there is some detail worth explanation. I was developing an Azure Function app which was basically integrating data between D365 CE and another system. The major functionality of this application was complete and tested. Two weeks back when I came back from leave I found application (which I was developing), can’t connect to CE now. I was… Continue Reading Yawer...

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Updating Records From Responses Using Piped Variable Parameters
Jul30

Updating Records From Responses Using Piped Variable Parameters

Sometimes a blog post takes a village. An idea comes from the community, where someone is trying to achieve something new, something for a project or a specific requirement within their organisation. Thanks to Todd Mercer for the original question! This blog is written based on the need to send an email to let a customer know about an upcoming appointment and ask them to confirm via a Forms… Continue Reading Megan V....

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PowerApps license change opening up for a 10$ CRM system?
Jul30

PowerApps license change opening up for a 10$ CRM system?

Power Platform is maturing rapidly, and users are really loving the new platform for citizen development. The only natural thing to do for Microsoft was to alter the licensing model now that they see how users are working with the platform. Normally I am the first one to hate on all changes, but this time I am not sure I hate it. I am actually seeing some opportunities here that I didn’t… Continue Reading Thomas...

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D365 Webhooks – Part 3
Jul29

D365 Webhooks – Part 3

Introduction In the last blog of the series, we looked into the structure of webhook response and managed to parse it to the known object that is easy to use. This time we will deep dive into the debugging part. Debugging issue If we think about debugging in the context of webhooks we must have in mind that most of the time we will have both parts located in the cloud. The issue… Continue Reading Dynamics Ninja’s Article...

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Quick Tips- Workflow Action SetWordTemplate not there?
Jul29

Quick Tips- Workflow Action SetWordTemplate not there?

Quick Tips – a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance.One of my favourite actions in a Workflow is the SetWordTemplate action which I have used across numerous deployments, shown off in presentations and may have blogged about it. It allows you to call a specific Word Template, run it against a record in D365CE and then it will attach… Continue Reading Matt...

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Dealing with “Your Azure credentials have not been set up or have expired” Error Message in a Azure Template Visual Studio Project
Jul28

Dealing with “Your Azure credentials have not been set up or have expired” Error Message in a Azure Template Visual Studio Project

I’m not sure if anyone else has this problem, but I always have a bias towards working against what an IT system error message is telling me. Perhaps this is down to the numerous occasions where I’ve been presented with erroneous error messages, resulting in a solution that you could never have reasonably anticipated from the outset. As such, you can sometimes completely overlook when an… Continue Reading The CRM...

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Alert on Old Cases: FLOW!
Jul27

Alert on Old Cases: FLOW!

I have finally come to the last solution in my Case Study series! Today I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ one last time by discussing a potential solution using FLOW! We have been discussing ways to send email alerts when a case has not been modified for 5 days. There are a few ways… Continue Reading Kylie...

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Alert for Old Cases: Workflow Based on Related Record
Jul26

Alert for Old Cases: Workflow Based on Related Record

Another discussion on the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ with a potential solution using Workflow Based on Related Records! We are still looking for the best solution to send an email when a case is inactive for over 5 days. We have already looked at a few options with varying levels of… Continue Reading Kylie Kiser’s Article on...

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MVP’s around the World (2019)
Jul26

MVP’s around the World (2019)

Originally posted on EighTwOne (821): Update: Updated statistics based on award categories (not people) due to the number of multi-category awardees. In previous years, I performed some comparisons on the MVP population after every award cycle. So, time to get some fresh statistics after July 2019 award cycle. For comparison, I had a look at the… Continue Reading Nishant Rana’s Article on their blog MVP’s around the...

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Class of 2019: 25 Microsoft MVPs you should be following
Jul26

Class of 2019: 25 Microsoft MVPs you should be following

After being named a Microsoft MVP once again earlier this month, I’m proud to say that I’ve been named in Nigel Frank’s list of top MVPs to follow. I’m honoured to appear as part of the Microsoft MVP Class of 2019 roundup, and to be included among a host of other wonderful MVPs from across … Continue reading “Class of 2019: 25 Microsoft MVPs you should be following” Continue Reading Nishant Rana’s Article...

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Alert for Old Cases: Recursive Workflow
Jul25

Alert for Old Cases: Recursive Workflow

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Recursive Workflow! I have been discussing a few options for notifying users when they have cases assigned that have not been modified in several days. The goal of this is to send an email that will… Continue Reading Kylie...

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Nested Editable Grids in D365 CE v9 UCI
Jul25

Nested Editable Grids in D365 CE v9 UCI

Nested Grids – as the name suggests is a grid-within-a-grid (or rather, Grid-ception!). Nested Grids will let you expand a sub-grid entry to look at another grid of the expanded record. This depends on how you configure it. Be aware, Nested Grids work with Editable Grids and only for Tablet, Phones and Unified Interface. This is not available for the classic Web UI. Configuring Nested Editable… Continue Reading...

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The ISV Revenue Sharing Addendum Review
Jul25

The ISV Revenue Sharing Addendum Review

The ground is shifting under Microsoft Business Applications ISVs. Only time will tell if it is shifting forward or backward. Regardless, to continue existing, you will need to sign a new document, so let’s take a look at it. A room full of Elephants Microsoft’s new “Business Applications ISV Connect Program” hopes to be a comprehensive program for ISV success, yet it’s most often referred to…...

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XrmToolBox – Using User Profile Migration tool for quickly updating User’s security roles on changing the Business Unit
Jul25

XrmToolBox – Using User Profile Migration tool for quickly updating User’s security roles on changing the Business Unit

Few weeks back, we Rahul Tiwary and Prashant Maurya developed a tool named User Profile Migration for moving Users along with their respective BU’s, Security Roles and Teams that they are part of from one instance to another. Our earlier tool User Security Manager provided feature to update the BU, Security Roles, Team, Field Security Profile … Continue reading “XrmToolBox – Using User… Continue Reading Nishant...

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Configure Azure AD B2C for PowerApps Portals
Jul24

Configure Azure AD B2C for PowerApps Portals

If you read the Microsoft documenation for PowerApps Portals (and you do read it, right?) it states that the preferred method for user authentication for the PowerApps Portals is Azure AD B2C (Business to Consumer). The big benefits is that it takes a lot of the administration of handling passwords and authentication out of the hands of portal managers and also provides some options when… Continue Reading Nick Doelman’s...

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Apply SLA choosing the SLA in the SLA lookup field for the SLA Enabled Entities in Dynamics 365 CE
Jul24

Apply SLA choosing the SLA in the SLA lookup field for the SLA Enabled Entities in Dynamics 365 CE

One of the enhancements that came in SLA (CRM 2016 Update 1), which I feel has got unnoticed by few, is choosing the SLA manually using the SLA lookup field. As we all know SLA comes already enabled for Case Entity and can be enabled for the below entities Account, Contact, Order, Invoice, Quote, Opportunity, … Continue reading “Apply SLA choosing the SLA in the SLA lookup field for the SLA… Continue Reading Nishant...

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Alert for Old Cases: Charts, Views, and Dashboards
Jul24

Alert for Old Cases: Charts, Views, and Dashboards

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Charts, Views and Dashboards, oh my! Lets continue to work on comparing a few solutions to alert a case owner when they are not doing their job. We just created a few new fields to calculate the number… Continue Reading Kylie...

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PowerApps Currency Formatting examples
Jul24

PowerApps Currency Formatting examples

So far I feel that currency formatting in PowerApps seems to be a little troublesome. Sure everything would be great if we all sold in $ and our offers were all huge! All of the examples out there are based on this. I needed to represent values at 1 NOK and up. In Norway we don’t use “,” for separating thousands. I am sure there are simpler ways of doing this, and I am hoping someone can… Continue Reading...

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The Right Tool for the Job (and it’s not always an App!)
Jul24

The Right Tool for the Job (and it’s not always an App!)

If you’ve ever worked with tools of any kind – workshop, garage, kitchen etc – you’ll probably have been told, at least once, to “Use the right tool for the job”. The same rule applies when picking the right #PowerPlatform tool for the job. #Hart365 #Microsoft #PowerApps #Flow #PowerBI #Forms The post The Right Tool for the Job (and it’s not always an App!) appeared first on Hart of the…...

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ClickDimensions Features (Pros and Cons) and QuickStart guide
Jul24

ClickDimensions Features (Pros and Cons) and QuickStart guide

Word Version : https://1drv.ms/w/s!As1evjwQ4RIjjZRve-ZmrICdtmZoaA?e=KVDUDB Pros of using ClickDimensions with Microsoft Dynamics CRM 365 Easy to set up and configure. ClickDimensions will provide a solution file which needs to be imported to the Dynamics CRM Web Application. It doesn’t require any setup files or any other infrastructure to be configured as it will be using … Continue reading… Continue Reading Nishant...

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Alert for Old Cases: Calculated and Rollup Fields
Jul23

Alert for Old Cases: Calculated and Rollup Fields

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Calculated and Rollup Fields! We are talking about potential solutions for dealing with Cases that have been sitting in the system but not worked on for several days. To get a better understanding… Continue Reading Kylie Kiser’s...

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A First-Time Attendee’s Experience at Microsoft Inspire
Jul23

A First-Time Attendee’s Experience at Microsoft Inspire

As a first-time Microsoft Inspire attendee, I truly didn’t know what to expect. I had heard the stories, read the blogs, and listened to the advice from fellow colleagues, but to be honest, I didn’t know what I was in store for. From day one, I was completely in awe. To be able to experience this conference first-hand, proved to… Continue Reading Genna Joudrey’s Article on their blog...

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Single Organization vs Multiple Organization (Single Instance vs Multiple Instance) key points to consider in Dynamics 365 CE (On-Premise)
Jul23

Single Organization vs Multiple Organization (Single Instance vs Multiple Instance) key points to consider in Dynamics 365 CE (On-Premise)

The decision for going with single or multiple organisation should be made as early as possible because if the implementation grows, it will increase the complexity. For e.g., if we have Marketing already implemented for the marketing lob and now, we are planning to add Sales and Service, which would be difficult as it could … Continue reading “Single Organization vs Multiple Organization… Continue Reading Nishant...

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Common Data Model Vs Common Data Service
Jul23

Common Data Model Vs Common Data Service

I thought I would put together a short explanation of Microsoft’s Common Data X conventions, and specifically what the meaning and differences are between CDM and CDS. One of my drivers for this is that I didn’t fully understand it myself, or at least I find it difficult to articulate the definitions, and there’s surprisingly little about the connection between the terms…. So let’s… Continue Reading...

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Send Forms Pro Survey Invites Via CSV File
Jul23

Send Forms Pro Survey Invites Via CSV File

There are several ways to send out a Forms Pro Survey and request feedback. You can send invites to a Dynamics 365 Customer Engagement View, or send to a contact when a case is closed. Another way is to import a CSV fill full of recipients. To get started, navigate to the Send Survey tab on your survey, click on the Email option, then click on the Import recipients button on the top right of… Continue Reading Megan V....

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Enable Flow button on D365 Ribbon
Jul22

Enable Flow button on D365 Ribbon

This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon. Flow Button Not Visible System Settings Navigate to Settings > Administration. Go to System Settings In System Settings, under Customization tab, look for Enable Microsoft Flow option. You’ll be asked for permission Now, this is turned on Flow Button Visible Now, once you have enabled this… Continue Reading...

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Case Study: Alert for Old Cases
Jul22

Case Study: Alert for Old Cases

I was recently approached at a conference about a unique question on the best way to do something in Dynamics365. The question led to a very interesting discussion because I realized that there were actually many possible ways that the objective could be achieved. So today I’m launching a new recurring Case Study mini-series where I will be doing a deep dive into solving unique issues or… Continue Reading Kylie...

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Change Dynamics 365 Portal Banner
Jul22

Change Dynamics 365 Portal Banner

Often when we update the portal to match the Customer’s branding , one of the primary requirements we come across is the ability to change the out of the box banner . In this article I am going show how…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Change Dynamics 365 Portal Banner Often when we update the portal to match the Customer’s branding , one of the primary requirements we come...

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Adding a Carousel Banner to Microsoft Portals
Jul22

Adding a Carousel Banner to Microsoft Portals

In my previous article I provided the steps to change the out of the box Portal Banner. But, what if you want to take this a step further and add a carousel banner to the Portal ? In this article I am…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Adding a Carousel Banner to Microsoft Portals In my previous article I provided the steps to change the out of the box Portal Banner. But, what if...

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Grant access to folder in SharePoint for Access Team members with Flow
Jul22

Grant access to folder in SharePoint for Access Team members with Flow

There was a question on the Dynamics CRM community forum how to add folders to a document location in SharePoint and grant access to that folder for the members of the Access Team on a record in Dynamics 365 CE. This turned out to be much easier than I first thought, especially with the new actions of the SharePoint connector in Flow. Here is the overview of the Flow: To start the… Continue Reading StefanS365’s Article on...

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Fixing Plugin registration tool crash after login
Jul22

Fixing Plugin registration tool crash after login

Plugin registration tool (v.9) was working fine but I had to change the user account to deploy a plugin and tool started crashing. It was accepting my password, showing available CRM instances, and after I select the instance, without reporting any error it was crashing. To fix I downloaded plugin registration tool again and also deleted files from: <blockquote… Continue Reading Yawer Iqbal’s Article on their blog...

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Getting entity record counts
Jul22

Getting entity record counts

Originally posted on Dreaming in CRM: There are couple of ways to gets entity record counts: you could use XrmToolBox’s Record Counter Tool, or write the FetchXml to count the records as you navigate from one page to the next. But, if you just want to use the SDK here is a simple method: a… Continue Reading Nishant Rana’s Article on their blog Getting entity record counts RetrieveTotalRecordCountRequest to get the...

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Working with utcNow within an Azure Logic App Resource Template
Jul21

Working with utcNow within an Azure Logic App Resource Template

An area I’ve been doing a lot of work with so far this year is Azure Resource Manager templates. The primary driver behind this is to ensure our team has fully automated our development/deployment processes within Azure DevOps. The list of recent posts on this blog certainly reflects this fact, as we’ve seen: How to configure streaming units when working with Stream Analytic jobs, Perform… Continue Reading The CRM...

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