New Dynamics 365 Portal Features – ReadyXRM
Oct22

New Dynamics 365 Portal Features – ReadyXRM

Summary Two of the October release features for Dynamics 365 Portals are now generally available; Manage SharePoint Documents Power BI Integration The New Portal Editor is now in a public preview. Details on configuring these features can be found at the Microsoft Docs site: Manage SharePoint Documents Set Up Power BI Integration Manage SharePoint Documents Legacy Adxstudio Portals already… Continue Reading Nick Doelman’s...

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Cookie Policy Acceptance in Dynamics 365 Portals – ReadyXRM
Oct11

Cookie Policy Acceptance in Dynamics 365 Portals – ReadyXRM

Summary Cookies are small files that remember settings or other information on websites and portals. Websites from European companies are required to provide a mechanism for visitors to provide consent to use cookies. Implementing Cookie Policy Acceptance in portals is easily achieved by adding a small piece of JavaScript to a portal web template. Cookies Cookies are used in websites and… Continue Reading Nick Doelman’s...

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Missing Sitemap after Dynamics 365 Update – ReadyXRM
Sep26

Missing Sitemap after Dynamics 365 Update – ReadyXRM

Summary If your Dynamics 365 instance is set to “Application Mode”, when you update to Dynamics 365 v9, you might lose your main Sitemap Navigation menu. The Application mode checkbox is disabled in Dynamics 365 via the user interface or PowerShell commandlets. You can shut off the Application mode via the NEW Power Platform Administration Center. Something is broken… Today one of my… Continue Reading Nick Doelman’s...

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Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss! – ReadyXRM
Sep17

Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss! – ReadyXRM

“You must never be too busy to take time to sharpen the saw” – Stephen Covey If we look back over the last 365 days, the amount of change to the Dynamics 365 platform is staggering.  In the grand scheme of things, it really wasn’t that long ago that we were working with a business software platform call Dynamics CRM that was pre-configured for sales, service and some light… Continue Reading Nick Doelman’s Article on their...

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Dynamics 365 Portals – Switching Portal Between Instances – ReadyXRM
Sep10

Dynamics 365 Portals – Switching Portal Between Instances – ReadyXRM

Summary By default, there is only one Portal provided per Dynamics 365 Subscription with 5 plan 1 users. It is possible to configure multiple “portals” across different instances within a tenant (sandbox and production) but only one of these portal configurations can be connected to one “active” portal URL at any time. Portal solutions and portal configuration data can be added to… Continue Reading Nick Doelman’s Article...

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Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid – ReadyXRM
Sep03

Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid – ReadyXRM

Summary Entity Lists are an easily configurable way to show list data on a Dynamics 365 Portal, but lack a couple of key features; Entity Lists do not have the ability to drill down to different records from the view. Cannot dynamically show/hide columns or highlight fields. Sorting requires fields to be displayed on Entity List. Replacing an Entity List with HTML and Liquid Entity lists… Continue Reading Nick Doelman’s...

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Support Dynamics 365 Community Tools! – ReadyXRM
Aug22

Support Dynamics 365 Community Tools! – ReadyXRM

Imagine for a moment that on your current Dynamics 365 project that you needed to directly edit the RibbonDiffXml file via Notepad to add a button or menu command to a form.  How long would it take you?  Would you even get it right the first time? What about manually creating a REST query in JavaScript or building a complicated FetchXML query for an SSRS report? If you are a Business… Continue Reading Nick Doelman’s...

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How to Create Your First Dynamics 365 SSRS Report – ReadyXRM
Jul24

How to Create Your First Dynamics 365 SSRS Report – ReadyXRM

Summary SQL Server Reporting Services reports are a viable way to generate information from your Dynamics 365 system. The Dynamics 365 Report Wizard has limitations in terms of the reports that can be created. Creating SSRS Reports does not necessarily require deep development skills. This post outlines the steps to create a simple SSRS report integrated and connected to Dynamics 365… Continue Reading Nick Doelman’s...

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Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited – ReadyXRM
Jul24

Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited – ReadyXRM

Summary The process to set up a workstation to create SQL Server Reporting Services (SSRS) reports for Dynamics 365 involves a lot of steps and causes some confusion. The report authoring tool is Visual Studio, but a full licensed version of Visual Studio is not required. The Dynamics 365 Report Authoring Extensions has been recently updated to address TLS 1.2 requirements of Dynamics 365… Continue Reading Nick Doelman’s...

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Move Dynamics 365 Portal Configuration Data Using the XrmToolBox – ReadyXRM
Jul07
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It’s time to kill the “Reply All” button – ReadyXRM
Jun27
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The Curious Case of the Missing “Create Invoice” Button in Dynamics 365 – ReadyXRM
Jun03
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Importing Legacy Users to Dynamics 365 Online – ReadyXRM
May21
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Dynamics 365 Quick Tip – Getting Service Outage Info – ReadyXRM
May03
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Dynamics 365 Quick Tip – Determining when a Contact added to a Marketing List – ReadyXRM
Apr24
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Restoring Dynamics CRM/365 Database from Enterprise to Standard (Moving to Online – Sidebar) – ReadyXRM
Apr23
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Dynamics 365/Business Application Platform Glossary of Terms – ReadyXRM
Apr14
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Moving Dynamics 365 Attachments to Azure Blob using Logic Apps – ReadyXRM
Apr04
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Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4) – ReadyXRM
Mar27
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Planning for Dynamics 365 Feature Deprecation – ReadyXRM
Mar22
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xRM = CDS, Building Powerful Business Apps. – ReadyXRM
Mar21
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Using Azure DevTest Labs for Dynamics 365 Development – ReadyXRM
Feb28
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Scheduling your Dynamics 365 Update – ReadyXRM
Jan29
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