KRM: Kylie’s Research Management: D365UG/CRMUG Houston 2019
Feb15

KRM: Kylie’s Research Management: D365UG/CRMUG Houston 2019

It’s less than a month until D365UG/CRMUG Focus conference in Houston. This event features 90-minute deep dive sessions in a smaller environment. This will be a great way to learn more about the product and discuss your questions with speakers.I will be participating in 3 sessions. Make sure you add them to your schedule! What are you hoping to learn in Houston? Continue Reading noreply@blogger.com (Kylie Kiser)’s Article...

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Update a User’s Business Unit and retain their Security Roles – Ryan Maclean
Feb15

Update a User’s Business Unit and retain their Security Roles – Ryan Maclean

If you have ever had to change the Business Unit of a User then you will know that the change causes their security roles to be dropped, so you need to ensure the security roles are reassigned. This is mildly frustrating when you have one or two Users to update, but what happens when you have to update all Users in your organisation? I recently encountered a scenario where the… Continue Reading ryannipper’s Article on...

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Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM ⋆ The Dynamics 365 Trenches
Feb14

Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM ⋆ The Dynamics 365 Trenches

As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions: How can I number existing records?How can I add dynamic content to the numbers? In a previous article I gave my solution to the first question. I will now dive into the second one and show a simple way of adding dynamic information from the numbered entity and related… Continue Reading Jonas Rapp’s Article on...

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Podcast Episode 8: Creating Power Platform Custom Connectors
Feb14

Podcast Episode 8: Creating Power Platform Custom Connectors

Home › Development › Podcast Episode 8: Creating Power Platform Custom Connectors By Stephan Smith on February 14, 2019 • In this episode (brought to you by KingswaySoft), we discuss what custom connectors are, how to create them and considerations to keep in mind when it comes to architecture/performance. We’ll also talk about some alternative architecture scenarios for… Continue Reading Stephan Smith’s Article on their...

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What You Need to Know About the New Microsoft Dynamics Upgrade Cycle
Feb13

What You Need to Know About the New Microsoft Dynamics Upgrade Cycle

If your organization is using Dynamics 365 Online or is considering moving to online, there are a few things you need to know and consider about the upgrade cycle. This blog pertains to Sales, Marketing, Customer Service, Field Service, and Project Service Automation. Here’s what we know: The upgrade cadence will include two major updates per year. One in April and the other in… Continue Reading Tricia Desso-Cox’s...

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Learn More With….. Microsoft Learn! – 365Knowledge
Feb13

Learn More With….. Microsoft Learn! – 365Knowledge

By365KAdmin Learn More With….. Microsoft Learn! I’m pretty well Microsoft through and through. However a few years ago I had a detour in to the depths of the realm know as Salesforce (It’s fine, I’m ok now)….. Seriously though, There are a few things that Salesforce do quite well, and one of the things I thought they did well was Trailhead…. Continue Reading 365KAdmin’s Article on their...

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Working with Dynamics 365 entity records in Canvas PowerApps
Feb13

Working with Dynamics 365 entity records in Canvas PowerApps

When creating a Canvas PowerApp connected to Dynamics 365/CDS, you may want to present the values in an entity as options within a drop down box (combo box) or a list box for selection. This would be useful if you wanted to present select-able data in a more user-friendly manner than the standard out of the box lookup functionality. A typical scenario might be selecting a lookup value to associate to a record e.g. Expense Type lookup...

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All the voices
Feb13

All the voices

TDG – A Microsoft Community: “A woman with a voice is by definition a strong woman. But the search to find that voice can be remarkably difficult.”  – Melinda Gates   Companies love dashboards. The idea of progress, of something to announce, is like a drug. Naturally, companies use data and dashboards to measure diversity.  With one click, we can see how many people of what origin,… Continue Reading Carrissa...

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New CrmSdk force us to use .NET v4.6.2
Feb12

New CrmSdk force us to use .NET v4.6.2

It’s that time of the year when all older organizations are upgraded to the latest version of Dynamics and with that upgrade tons of new issues are produced as usual. First of all, I have noticed that a lot of async jobs started to fail (not every time) due to 2 errors: System.ServiceModel.CommunicationObjectFaultedException: The communication object,… Continue Reading Dynamics Ninja’s Article on their...

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Major update to XrmToolBox Shared Controls
Feb12

Major update to XrmToolBox Shared Controls

I’ve published several posts about shared XrmToolBox controls, starting with this post several months ago: Shared XrmToolbox Controls: Entities List View. Since then, I’ve made updates and added new controls to the repository, such as updates to the EntitiesListView and an additional EntitiesDropdown control. So far, I’ve received some great feedback. Michael Ochs released his… Continue Reading Jim Novak’s Article on their...

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Unified View in Dynamics 365 without Data Duplication
Feb12

Unified View in Dynamics 365 without Data Duplication

Data integration are meant to solve two primary problems. Unified data by creating a co-relation between data available in different applications. Unified View by allowing users to see a unified view of the business data without hopping from one application to another. In this blog post, we will focus on Unified View. One of the shortcomings of achieving a unified view by data… Continue Reading Kunal Tripathy’s Article on...

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Entity Form Metadata On Subgrids
Feb12

Entity Form Metadata On Subgrids

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Portal pages are often made from Entity Forms or Entity Lists. However, on an Entity Form, you can display lists using subgrids on regular forms in D365. If you think about adding a subgrid to a form, you can set the columns on the grid, but you can’t change the name displayed on each column, unless… Continue Reading Megan V. Walker’s...

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We create XrmToolBox tools at Dynamics 365 Saturdays! ⋆ The Dynamics 365 Trenches
Feb12

We create XrmToolBox tools at Dynamics 365 Saturdays! ⋆ The Dynamics 365 Trenches

The community of developers for Microsoft Dynamics 365 / CRM in general and for XrmToolBox in particular is a great bunch of people. But I wish there were more of us – the more the merrier 😊 The D365 Saturday phenomenon with pro bono speakers at a full day event, free of charge for participants, has spread like wildfire over the last couple of years.The connection to the XrmToolBox… Continue Reading Jonas Rapp’s Article on...

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Solution History – Dynamics 365 Vs XRM TookBox
Feb11

Solution History – Dynamics 365 Vs XRM TookBox

  One of the biggest pain points of maintaining a Dynamics 365 CE Dev, Test or a Prod instance is a way to keep track of what solutions have been imported vs exported.  To get around this issue we had a add-on in XRM Tool Box called the “Solution History”.However recently, I came across a functionality that is within Dynamics 365 CE where we can monitor “Solution History”…. Continue Reading Sahan Wijayasekera’s Article on...

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Get Fields From Related Records Using Actions
Feb11

Get Fields From Related Records Using Actions

Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account. This article will explain how you can use an action as a placeholder for that information that is… Continue Reading Sara...

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Integration With Dynamics 365 CE And Companies House API – Azure Logic App – 365Knowledge
Feb10

Integration With Dynamics 365 CE And Companies House API – Azure Logic App – 365Knowledge

By365KAdmin Integration With Dynamics 365 CE And Companies House API – Azure Logic App Introduction and Background Before I start the overview of this process, I think it’s worth noting that over the last few years, the options for integration, and to be fair, any sort of extension and development in Dynamics 365 has/is shifting from being a C#… Continue Reading 365KAdmin’s Article on their...

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Exam 70-778 Revision Notes: Working with Apps and App Workspaces
Feb10

Exam 70-778 Revision Notes: Working with Apps and App Workspaces

Welcome to the final post in my blog series concerning Microsoft Exam 70-778, where I hope to provide a revision tool for those planning to take the exam or a learning aid for those looking to increase their Power BI knowledge. Last weeks post discussed a range of topics about access and security when using Power BI as your Business Intelligence solution. We now move onto the final exam focus… Continue Reading The CRM...

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Word Templates – Advanced Features
Feb09

Word Templates – Advanced Features

In the first two parts to this blog series, we learned how to create a simple letter/mailmerge as well as Quotes using repeating lines in a table. These are some of the basics which you can build upon to create more complex Word Templates.One thing we haven’t touched on yet is automation, how can we automate any of these processes and bring some value added to your D365CE enviroment.An… Continue Reading Matt Collins’s...

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Fixed – Copy Paste not working in Remote Desktop Connection – Windows 10 – Nishant Rana’s Weblog
Feb09

Fixed – Copy Paste not working in Remote Desktop Connection – Windows 10 – Nishant Rana’s Weblog

Copy and Paste which was working as usual suddenly stopped working one fine day. Had the following setting enabled Restarted the following process on the remote machine, but that also didn’t help. Finally updating the following setting on the remote machine helped fix the issue Go to command prompt – open Local Group Policy Editor gpedit Navigate to: Computer Configuration Administrative Templates Windows Components Remote Desktop...

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D365 Quick Tip: Bulk Clear field values
Feb09

D365 Quick Tip: Bulk Clear field values

A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!! So here’s the scenario – You want to clear the selected records for their Credit Score field Because primarily, you can commonly put a value in a field using Bulk Edit, but not clear the value.   Workaround What you can…...

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Upgrade Common Data Service from v1 to v2
Feb08

Upgrade Common Data Service from v1 to v2

If you have a CDS v1 database, you can upgrade to v2 now and you must upgrade by 15th March or your database will be deleted! We have a CDS database, originally provisioned in late 2016. Here are the steps. First, navigate to the PowerApps Admin Centre, https://admin.powerapps.com Your environment, will be highlighted, so go ahead and select Upgrade Now.

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My Apps and Processes Disappeared From the Sitemap
Feb07

My Apps and Processes Disappeared From the Sitemap

Lately I have had several occasions where deleting or importing a managed solution has removed groups and their subareas from the Microsoft Dynamics 365 Customer Experience (from here on out known as CRM) sitemap. The sitemap is the area at the top of CRM used for navigation. The two groups that seem to be affected are under Settings. The Process Center group, which contains the subarea… Continue Reading Paige Cassada’s...

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Dynamics 365 for Marketing Demo
Feb07

Dynamics 365 for Marketing Demo

I recently presented at D365UG in Birmingham. Having given a demonstration at our local user group, I decided to record a video of demo so more people could see the content I’d prepared. You can view my demo below, if you are interested in seeing an overview of Dynamics 365 for Marketing then this might be worth viewing ….       Like this:Like Loading… February 7, 2019… Continue Reading Neil Parkhurst’s Article on...

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Schedule daily email with summary of opportunities from Dynamics 365 CE in Flow
Feb07

Schedule daily email with summary of opportunities from Dynamics 365 CE in Flow

Based on a question in the forum of the Dynamics 365 community, I’ve created a Flow to schedule a daily email with a summary of the Opportunities that were created on that day. Here’s an overview of the Flow: The Recurrence trigger will start the Flow every day to get a list of Opportunities that were created on that day. If the list is not empty, the relevant fields of every… Continue Reading StefanS365’s...

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WTF: Delaying a birthday email to the recipients’ local time
Feb07

WTF: Delaying a birthday email to the recipients’ local time

TDG – A Microsoft Community: In this WTF Flow you are able to delay sending a birthday email based on the recipients local time. For example, if you want to send a birthday email in Seattle to a recipient who lives there at 8am, my WTF Flow will send the email when it is 8am their time. For this Flow to work, you need: A Bing Maps Key A Bing Maps connection A CDS connection Please note that… Continue Reading Elaiza...

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Basics CRUDE JavaScript V9.x webapi Unified Interface
Feb07

Basics CRUDE JavaScript V9.x webapi Unified Interface

Hello, Thanks for visiting, some goodies for you. Recently I have met CRM MVP Guido Preite  came to know the beauty of webapi on JavaScirpt. Smart code and quick development by XRM.WebApi wrapper for server side calls on clientside. Amazing part is, response is quite fast.   function CreateRecord() { var data = { “name”: “Sample… Continue Reading mscrmsama’s Article on their...

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The Tour Visits Washington, DC
Feb06

The Tour Visits Washington, DC

This week Microsoft took its tour of the Ignite conference to Washington, DC.  The initial Ignite conference was held in Las Vegas, Nevada, but the tour brings much of the content to a broader audience. You can access recordings of the sessions online. Because there were over 100 sessions and workshops in two days, it was impossible to attend all of them.  Here are the learning paths… Continue Reading noreply@blogger.com (Jim...

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Getting the April 19 CE Update
Feb05

Getting the April 19 CE Update

Reading Time: 1 minute The April 2019 release is out now, and you are able to activate this in your environment in order to be able to preview the features. You are able to manage this update through the power platform. Power platform admin center No Description From the PowerPlatform admin centre, you are able to navigate to view a list of your environments. I would recommend not doing… Continue Reading Dave Burrell’s...

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Using Liquid To Enhance Cases In Portals
Feb05

Using Liquid To Enhance Cases In Portals

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Continuing on from Using Liquid To Enhance The Portal Experience, let’s take a look at using Liquid a bit further. Calling fields that are linked to the user (Contact logged in) record is pretty straightforward once you know how. It’s global throughout the portal so we can call {{ user.firstname }}… Continue Reading Megan V. Walker’s...

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Power BI & Emoji

TDG – A Microsoft Community: This is a Power BI Desktop file which includes the Unichar Values for the emoji. This will be helpful if you are planning to use emoji in your Power BI reports.The post Power BI & Emoji appeared first on TDG. Continue Reading Kasun’s Article on their blog

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Dynamics 365 for Marketing – Scan QR codes at Event Check In
Feb04

Dynamics 365 for Marketing – Scan QR codes at Event Check In

You may have noticed that when people register for events in Dynamics 365 for Marketing the registration records include a QR code. But how can we use these to quickly check attendees into the event or individual sessions? I’m currently running an event using Dynamics 365 for Marketing, I really wanted to use the QR codes to help make the check-in process quicker and less prone to human… Continue Reading Neil Parkhurst’s...

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PowerApps Quick Tip: Use Alt+Spacebar to test your apps in the canvas
Feb04

PowerApps Quick Tip: Use Alt+Spacebar to test your apps in the canvas

TDG – A Microsoft Community: App makers like us often need to test apps in an incremental fashion to help progress the app design by validating formulas, expressions, data manipulation, control settings etc. Knowing the shortcuts to test apps in the canvas/web studio will save us time! Here are two Windows keyboard shortcuts to improve your app testing experience: Alt key (Ctrl+Shift key on… Continue Reading Geetha...

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Flow to Email PDF from Dynamics 365 using the Word Online Connector
Feb03

Flow to Email PDF from Dynamics 365 using the Word Online Connector

One of the never ending challenges of using Dynamics 365 was how to generate and email PDF’s using data from Dynamics. While Word templates went some way towards solving the problem they have not been improved for a number of years. So generating PDF’s usually requires third party tools. With the release of the new Word Online (Business) connector for Flow and Logic Apps it looks like we… Continue Reading Joe...

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Demystifying Dynamics 365 & Power Platform Licensing: Part 2
Feb03

Demystifying Dynamics 365 & Power Platform Licensing: Part 2

In the previous post I highlighted some of the recent updates on Dynamics 365 licensing. Now let’s have a look at how the birth of Power Platform has further expanded the licensing options for delivering business applications to customers. Just like before, the content is taken from my session at Dynamics Power 365 Saturday London 2019 and you’ll find the complete slide deck on… Continue Reading Jukka Niiranen’s Article on...

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Postcode Region Mapping via Workflow – Ryan Maclean
Feb03

Postcode Region Mapping via Workflow – Ryan Maclean

I recently delivered a session at Dynamics 365 Saturday Scotland covering some advanced functionality you can implement in your Dynamics 365 environment using free custom workflow activities. To read my thoughts on #D365SatSco and how amazing it was, see the article I posted on LinkedIn One of the scenarios I covered in my session was looking at how we can carry out regional analysis… Continue Reading ryannipper’s Article...

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Exam 70-778 Revision Notes: Securing Power BI Dashboards, Reports and Apps
Feb03

Exam 70-778 Revision Notes: Securing Power BI Dashboards, Reports and Apps

Welcome to the twelfth and penultimate post in my blog series concerning Microsoft Exam 70-778, where I hope to provide a revision tool for those planning to take the exam or a learning aid for those looking to increase their Power BI knowledge. We’re on the home stretch now and, after reviewing last week the various options available to publish Power BI Reports both online and on-premise, we… Continue Reading The CRM...

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Accessing the D365 Legacy Web Client for Configuring v 9.1
Feb02

Accessing the D365 Legacy Web Client for Configuring v 9.1

If you’re working with Dynamics 365 CRM in a trial account or, soon, in the latest version (9.1) you may have noticed that the “Dynamics 365 – Custom” app is no longer available. Where do you go to access all of the configuration settings? Accessing the Dynamics 365 Legacy UI Web Client Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM… Continue Reading...

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Microsoft Dynamics 365 without code: Set-up AI for Sales with Dynamics 365
Feb02

Microsoft Dynamics 365 without code: Set-up AI for Sales with Dynamics 365

This is part II of my blogs on Dynamics 365 AI. In part-1 I wrote about how you can increase your Sales by using Dynamics 365 AI for Sales. This blog is about setting up AI for Sales. There may be some challenges in installing AI for Sales and I hope this blog helps you to simplify the process.Follow the steps below to set-up AI for Sales in a trial environment.1. Trial environments &… Continue Reading Mihir Shah’s...

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Auto Numbering existing records in Microsoft Dynamics 365/CRM ⋆ The Dynamics 365 Trenches
Feb02

Auto Numbering existing records in Microsoft Dynamics 365/CRM ⋆ The Dynamics 365 Trenches

As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions: How can I number existing records?How can I add dynamic content to the numbers? To answer these questions once and for all, I will post my suggestions in two articles. I will step way outside my comfort zone of coding the solutions and give you strictly no-code… Continue Reading Jonas Rapp’s Article on their...

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Opt-in for April 2019 Preview Updates
Feb01

Opt-in for April 2019 Preview Updates

Finally, as scheduled on 1st Feb 2019, April 2019 Preview Updates can now be opted in for your organization. Opting-in is available for Sandbox, Trail and Production environments. Opt-In You can now go to https://admin.powerplatform.microsoft.com/ and look for the Organization on the left hand pane Select your Organization, look for Updates section on the bottom or right hand side Zoomed… Continue Reading priyeshwagh777’s...

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Set Multi-OptionSet values with a custom workflow activity
Feb01

Set Multi-OptionSet values with a custom workflow activity

As the relatively new multi-optionset field type arrived with v.9 of Dynamics 365 the need to set values via workflow is quite a common requirement. So I searched within the community to find some ideas on how to solve and create such a workflow activity and so I stumbled upon Demian Raschkovan’s Workflow Tools with can be found on his github repository: It gave me some basic… Continue Reading Andreas Cieslik’s Article on...

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Updating custom workflow activites with additional input parameters
Feb01

Updating custom workflow activites with additional input parameters

While developing new or extending existing custom workflow activies you might experience a problem that new or updated  input parameters will not show up on the workflow designer UI. In the Plugin Registrations tool you successfully updated the assembly, but still it does not show up on the UI. A simple trick solves the issue: In the Plugin Registration Tool select the workflow… Continue Reading Andreas Cieslik’s Article...

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The Rise of the Power Platform
Feb01

The Rise of the Power Platform

TDG – A Microsoft Community: This is the presentation Chris Huntingford did at the D365 Saturday Scotland Event on the Rise of the power platform.The post The Rise of the Power Platform appeared first on TDG. Continue Reading Chris Scruff Huntingford’s Article on their blog

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Audit Workbench – Dynamics 365 for Finance And Operations
Feb01

Audit Workbench – Dynamics 365 for Finance And Operations

TDG – A Microsoft Community: Within Dynamics 365 for Finance and Operations sits a module named the Audit Workbench, this is starting to feel like a start to a short children’s story book but I promise it’s an article ha! This module allows you to setup certain audit policies for Expenses, Purchase Orders and Invoices. Some examples of Audit Policies include the following: Checking for… Continue Reading William...

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D365 Solutions History – Keep track of your deployments
Jan31

D365 Solutions History – Keep track of your deployments

As you might have observed, newer updates to D365 are bringing out vital features which were much needed in Dynamics 365 are finally rolling out. One such feature is Solution History! As you can see in your SiteMap, you’ll see Solutions History has been added It gives you a summary what solutions were imported, exported or deleted. Where does this come from? If you look at the Default… Continue Reading...

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Dynamics 365 – ExecuteMultiple Request batch size exceeds the maximum batch size allowed
Jan31

Dynamics 365 – ExecuteMultiple Request batch size exceeds the maximum batch size allowed

For data migration in Dynamics 365, we use to deactivate all plugins SDK steps and workflows before migration and activate them back once migration is completed. Recently while deactivating plugins steps we faced an issue as shown below: When we downloaded log file and checked, error message was “ExecuteMultiple Request batch size exceeds the maximum batch size allowed”. On… Continue Reading Sachin Bansal’s Article on...

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Demystifying Dynamics 365 & Power Platform Licensing: Part 1
Jan31

Demystifying Dynamics 365 & Power Platform Licensing: Part 1

At Dynamics Power 365 Saturday London 2019 I presented on a topic that I had never attempted to cover in any public forum earlier: licensing. In fact, I bet it’s an area most members of the Dynamics 365 community would want to avoid touching at all cost in their sessions. It’s even worse if you’re a technical specialist working for Microsoft, because then you’re under strict guidance… Continue Reading Jukka Niiranen’s...

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Microsoft Dynamics 365 Customer Engagement Core Exam
Jan31

Microsoft Dynamics 365 Customer Engagement Core Exam

There is a new exam, MB-200, Microsoft Dynamics 365 Customer Engagement Core been released. This is an exam that you will need to take to gain any of the new role based certifications. The exam has six areas in its Objective Domain. Perform Discovery, Planning, and Analysis (5-10%) Manage user experience design (20-25%) Manage Entities and Data… Continue Reading Julian Sharp’s Article on their...

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New Certifications for Dynamics 365 Customer Engagement
Jan31

New Certifications for Dynamics 365 Customer Engagement

Microsoft have announced new certifications and exams for Dynamics 365 CE and F&O. Roles There are new role based certifications: The role based certifications require two exams. Exams There is a new Dynamics 365 Fundamentals exam, MB-900, coming out at the end of March which I think will be positioned similarly to the AZ-900 Azure Fundamentals i.e., an… Continue Reading Julian Sharp’s Article on their...

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Dynamics 365 Saturday in Tampa – BethB-D365.com
Jan31

Dynamics 365 Saturday in Tampa – BethB-D365.com

Saturday  -February 23, 2019 Join us for a full day of amazing content   We have the most amazing line up of speakers!  Microsoft is hosting with Breakfast and Lunch LIMITED SEATING Register today  http://365saturday.com/dynamics/d365-tampa-florida/ Friday February 22 – Connect Field Services – Workshop / Hackathon – run by Mr FS himself – Ben Vollmer Like this:Like...

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