Day 3 Amsterdam 2019
Apr05

Day 3 Amsterdam 2019

Ryan Maclean – Workflow Booster Packs Ryan is from Scotland, and I couldn’t stop thinking about Breavheart while he was presenting early Friday morning.. Jokes aside, Ryan delivered a great session in the world of a functional consultant. One problem we always have is that we want to solve plugin related issues, but we can’t code. That is why we have these WF tools that give us… Continue Reading Thomas...

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Geo Coding addresses in D365 v9.1 with Unified Interface
Apr04

Geo Coding addresses in D365 v9.1 with Unified Interface

Very straight-forward and useful feature is Geo Coding addresses on Sales, PSA & Field Service entities. Like, on Account, Work Order etc. entity. Let’s take an example of Account in this article. Enable Geo Coding Geo Coding first, needs to be enabled in D365. If you try to access the Geo Coding feature, you’ll be treated with this error – So, let’s do the following – Navigate to the… Continue...

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KRM: Kylie’s Research Management: Improve Game Night with PowerApps: Data Import
Apr04

KRM: Kylie’s Research Management: Improve Game Night with PowerApps: Data Import

As you may know, I am trying to learn more about PowerApps by creating an application to help with board game selection in my household. We have already set up the entities. Next is the data import then we will use PowerBI and create a PowerApp. Since all of our fields are there we can import our data now. We already have the data in a consistent format (remember it was an export from… Continue Reading noreply@blogger.com (Kylie...

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Creating Surveys Using Microsoft Forms Pro
Apr04

Creating Surveys Using Microsoft Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will… Continue Reading Megan V. Walker’s Article on...

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Day 2 Amsterdam 2019
Apr04

Day 2 Amsterdam 2019

Malin Martnes – How Talent digitizes HR So I shouldn’t really write anything here because I am far to bias… hehe. Malin did a great job presenting a new product from Microsoft called Talent. Talent itself originates from Dynamics AX, but has been refurbished and made a lot better. The main pieces here are Attract, Onboard and Core HR. each plays vital roles in onboarding new talents,… Continue Reading Thomas...

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Dynamics 365 Portal – Authentication Series (Part 1) – The Basics | Work and Study book
Apr04

Dynamics 365 Portal – Authentication Series (Part 1) – The Basics | Work and Study book

I’ve been recently deployed a quite complex Dynamics 365 portal solution involving a custom authentication provider and other features such as Power BI Embedded and SharePoint integration. In this series, I’ll discuss in more detail about the authentication side based on my lesson learned out of this challenge to get them working properly. My plan is to discuss the following topics in… Continue Reading Andre Margono’s...

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5 Minutes To Get The Power (App)
Apr03

5 Minutes To Get The Power (App)

In this blog I’ll show you how even a non techie like me can get a PowerApp up and running within a few minutes. The plan is to create an app that: Allows me to view contact data in Dynamics 365Edit the data using the appReturn the changes back into Dynamics 365PowerApps are brilliant. They allow you to work with various data sets, are easy to use and can be set up in minutes. This… Continue Reading Chris Roberts’s Article...

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KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Data Structure
Apr03

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Data Structure

As you learned yesterday, I wanted to learn about PowerApps and decided to do this by improving the game night board game selection process. As a prerequisite for this learning experiment I exported our board game library from BoardGameGeek (to be honest, most of this was my husband’s idea and he maintains this list which he exported for me). Now it’s time to get started with the “easy”… Continue Reading...

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Day 1 Amsterdam 2019
Apr03

Day 1 Amsterdam 2019

Keynote Keynotes are always a tough thing to evaluate. Often you see the CEO of a company or other higher management entering the stage to talk about all of the amazing things going on. Often the topics can be high level CEO to CEO content, leaving the room of “tekkies” left with nothing to be excited about. During the User Group I felt the combination of tech and CEO material was well… Continue Reading Thomas Sandsør’s...

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Slides of my sessions at User Group Summit Europe 2019
Apr03

Slides of my sessions at User Group Summit Europe 2019

Last week at the User Group Summit Europe and Power Platform Summit Europe I did 4 sessions in total.Here are the slides of my sessions:– Unleashing the Power of Universal Resource Scheduling in Dynamics 365 CE– Invite Contacts to Dynamics 365 Portal as Guest User with Azure AD B2B & Custom Flow Connector– Automate Your Dynamics 365 CE Admin Tasks With Flow!– Take Full Control over Your Flow… Continue...

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Develop 1 Limited Blog | PowerPlatform.com is for sale*!
Apr03

Develop 1 Limited Blog | PowerPlatform.com is for sale*!

*Well ok it’s not for sale – but I’ve got your attention! 😂 Here’s my point – it wasn’t much over a year ago that it was for sale! Using the waybackmachine and whois history you can see the development of the domain which eventually was bought by Microsoft seemly only in the last year or so. PowerPlatformUG.com was only registered in July 2018. Before Microsoft started using this name, the…...

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Kylie’s Research Management: Improve Game Night with the Power Platform: Intro
Apr02

Kylie’s Research Management: Improve Game Night with the Power Platform: Intro

I have been wanting to learn more about PowerApps and Flow for some time but have been waiting to think of the best way to handle this. This week is the best time to learn since it is the Power Platform World Tour in Washington, DC.  I wanted to work through a scenario that would help me put together and learn so many new tools available for Dynamics 365. So I came up with this scenario for… Continue Reading noreply@blogger.com...

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Don’t ‘Stay In Your Lane’
Apr02

Don’t ‘Stay In Your Lane’

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Last week I was lucky enough to be able to attend the User Group Summit event in Amsterdam. Not only that, I had a session that I presented all about Power BI (you can see it here in video format if interested in that kind of thing!). So, what do I know? Primarily, I am a CRM girl…. Continue Reading Megan V. Walker’s Article on their...

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USD – Browser Choice | Microsoft Dynamics 365 and Unified Service Desk
Apr02

USD – Browser Choice | Microsoft Dynamics 365 and Unified Service Desk

All browsers are pretty much the same thing, right??? The actual answer to this question is a resounding no! When working with Microsoft’s Unified Service Desk (USD) selecting the “correct” browser for your hosting type can make the difference between a solution that’s fit for purpose and one that is slow and unreliable. Or put another way, your browser choice can be the difference… Continue Reading Neil Parkhurst’s...

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Introducing Data Export Validation Tool for D365
Apr01

Introducing Data Export Validation Tool for D365

The Data Export Validation Tool for D365 As a long time developer with an On-Premise development environment, the ability to see the SQL behind a CRM system/CE system [.. or whatever it’s called nowadays, but for habits sake it will hear on be called CRM…] can often be invaluable and was often the hurdle that a lot of people didn’t want to overcome in order to move to an Online environment…. Continue Reading...

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Dynamics Portals Script Libraries | FutureZ Consulting
Apr01

Dynamics Portals Script Libraries | FutureZ Consulting

Last year, I built out a simple approach for script management in Dynamics Portals, including a model for managing shared script modules and building common reusable validators across Portal components. I posted about some of this work in prior posts: Dynamics Portals Field Validation and Dynamics Portals Script Management. That project began as an Adxstudio v7 project that we later… Continue Reading Jim Novak’s Article on...

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Virtual Assistant replacing CafeX
Apr01

Virtual Assistant replacing CafeX

During the recent User Group in Amsterdam Microsoft was showing off the Virtual Assistant that uses flow type logic to build a great Chat experience for your web pages. One thing that caught my eye was a little button on the top right corner of the Dynamics screen. This is all taken from a demo Microsoft showed at the User Group, so I don’t have the live environment personally yet. If… Continue Reading Thomas...

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Plug-in Trace Logs only works in Sandbox mode in Dynamics 365 CE – Nishant Rana’s Weblog
Apr01

Plug-in Trace Logs only works in Sandbox mode in Dynamics 365 CE – Nishant Rana’s Weblog

In my current Dynamics 365 implementation, we are back in the On-Premise world, after many years. We thought of using the Plugin-Trace logs but was surprised to see that the Plug-Trace logs were not getting generated. After doing the search realized that it only works for the plugin registered in the Sandbox mode. Logging and tracing (Common Data Service) – PowerApps An alternative method to troubleshoot a plug-in or custom...

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Dynamics 365 Customer Engagement Web API, Power BI & FetchXML Revisited
Mar31

Dynamics 365 Customer Engagement Web API, Power BI & FetchXML Revisited

Functional consultants or administrators who have been using Dynamics CRM / Dynamics 365 Customer Engagement (D365CE) for any considerable length of time will likely have built up a solid collection of FetchXML queries, that are usable for a variety of different scenarios. Such privileged individuals are in the fortunate position of being able to leverage them in the following ways: When… Continue Reading The CRM Chap’s...

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Azure guest accounts in CDS/Dyn365
Mar31

Azure guest accounts in CDS/Dyn365

Azure Active Directory (AAD) has a feature where it allows users of foreign tennants to be granted access to the current tennant. In other word, if you are running contoso.com and a user of northwind.com would like to have access, you can add this user as a guest account in Azure. However, I have found that giving this user… Continue Reading gustaf’s Article on their blog

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Sometimes the Problem is You
Mar30

Sometimes the Problem is You

There has been an odd issue going on in my implementation for the last several months. With the help of Microsoft support, we solved the issue this week! However, the solution is very embarrassing because it was a self-made problem (I guess most of them are). But maybe my failures will help others so here goes! The Problem Towards the end of October, users started reporting that they were… Continue Reading noreply@blogger.com...

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Making common developer/customizer tasks simpler by using “Level up for Dynamics CRM/365”
Mar30

Making common developer/customizer tasks simpler by using “Level up for Dynamics CRM/365”

I know how it’s like to be a developer/customizer for D365 and having to fumble between windows to reach ‘name’ of fields, look behind the scenes trying to get a schema name, etc. But all of that is simplified with this Chrome extension called as Level up for Dynamics CRM/365 offered by Natraj Yegnaraman Link: Level up for Dynamics CRM/365 Using the Chrome Extension Add the extension to… Continue Reading...

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Creating To-Do tasks from D365 PSA’s Resource Assignments with Flow
Mar29

Creating To-Do tasks from D365 PSA’s Resource Assignments with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.5, Unified Interface I recently traveled back from the MVP Global Summit with a colleague and fellow MVP Vesa “Vesku” Nopanen. Vesku is a “Microsoft Teams MVP” and a true expert on collaboration, modern workplace and digital transformation. Talking to him got me thinking about all the project and task management tools… Continue Reading Antti Pajunen’s Article on...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Discount Lists)
Mar29

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Discount Lists)

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 discount lists. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the… Continue Reading Neil Parkhurst’s...

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New Dynamics 365 Certifications
Mar29

New Dynamics 365 Certifications

As old Dynamics 365 certifications are getting retired, new ones have recently been introduced.Dynamics 365 for Sales Functional Consultant Associate Exam: MB-200 Microsoft Dynamics 365 Customer Engagement CoreExam: MB-210 Microsoft Dynamics 365 for Sales Dynamics 365 for Customer Service Functional Consultant Associate Exam: MB-200 Microsoft Dynamics 365 Customer Engagement Core Exam: MB-230… Continue Reading Henry...

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Power Platform Learning Resources
Mar29

Power Platform Learning Resources

In the past, most Dynamics 365 related e-learning were available on the Dynamics Learning Portal (DLP). New content is now published and available for free on Microsoft Learn and Microsoft OpenEdX.You will find below a summary of the various learning content available for Dynamics 365 and the Power Platform.Platform and fundamentalsMicrosoft OpenEdX: MB-200T01: Dynamics 365: Power Platform… Continue Reading Henry...

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TeleSign SMS Integration to D365 using Microsoft Flow
Mar29

TeleSign SMS Integration to D365 using Microsoft Flow

Introduction SMS integration is a requirement we come across every now and then in our D365 Consulting work. With the introduction of Microsoft Flow, SMS integration to Dynamics 365 has become a quick and easy task.  What I am going to cover in this article is on how we can integrate Dynamics 365 to the TeleSign SMS gateway using Microsoft Flow. The process is very simple as… Continue Reading Sahan Wijayasekera’s Article...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Price Lists)
Mar29

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Price Lists)

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 price lists. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the product… Continue Reading Neil Parkhurst’s...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Suggestions / Relationships)
Mar29

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Suggestions / Relationships)

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 product suggestions. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the… Continue Reading Neil Parkhurst’s...

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Convert you existing text fields into Autonumber field with the new entity designer in powerapps in Dynamics 365 – Nishant Rana’s Weblog
Mar29

Convert you existing text fields into Autonumber field with the new entity designer in powerapps in Dynamics 365 – Nishant Rana’s Weblog

Well this has long been awaited for. And how many times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can I convert an existing text field to AutoNumber field?”. Till this point my answer was Yes but with a suffix“but” in it. However going forward you can with the new entity designer in power apps. So you can select Primary Attribute Number field of your entity and covert it...

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D365 Quick Tip: Hide Dashboards in D365
Mar28

D365 Quick Tip: Hide Dashboards in D365

This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators! Unlike usual forms, view or other records, And Deleting the Dashboard isn’t an option. Enable Security Roles way So a simple trick is to remove entire access from Enable Security Roles Make sure Display only to these selected security roles

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Using Power BI to Create A Visual Overview of Your Customers
Mar28

Using Power BI to Create A Visual Overview of Your Customers

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. On Thursday March 28th I spoke at the User Group Summit event in Amsterdam. My session was all about Power BI and helped attendees ‘Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive… Continue Reading Megan V. Walker’s Article...

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The Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?
Mar27

The Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?

Dynamics 365  Dynamics 365 is cost friendly solution and provides companies with the flexibility to choose the best model for your organization. It also features primary CRM-focused apps which include: Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Retail, and Dynamics 365 for Marketing. A major factor with Dynamics 365 is that companies can use each… Continue Reading Laura Brewer’s Article on...

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7 Tips for Planning a Dynamics 365 Deployment
Mar27

7 Tips for Planning a Dynamics 365 Deployment

I’ve written a few blogs around user adoption and how to engage users throughout the whole process (6 Ways to Form a CRM Habit; 13 Ways to Get CRM Buy in). But how do you plan your deployment during this process? Here’s 7 things to help get the ball rolling: Migration: How much storage is required for the migration of your current CRM or another system? You’ll need to… Continue Reading Chris Roberts’s Article on their...

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Cannot find the administrative settings with Unified Interface apps in my Dynamics 365 trial
Mar27

Cannot find the administrative settings with Unified Interface apps in my Dynamics 365 trial

When go to https://trials.dynamics.com and create a new trial environment the first step I always do is to go to the Settings => Security => User to promote my user as admin. With the new unified interface you might find out quickly that this approach will not help you in the classic way where you tried to open the Dynamics 365 – custom – App in order to navigate to the Security settings…. Continue Reading Andreas...

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Power BI RLS report for Dynamics 365
Mar27

Power BI RLS report for Dynamics 365

RLS stands for Row Level Security and is a function within Power BI used to securely manage what the users see. I am reusing the steps from the Power BI embedding blog, and continuing with the same dataset to define RLS. We start the process in Power BI for Desktop. Open the same report, and then navigate to Modeling and Manage Roles. This brings up a DAX console, and I… Continue Reading Thomas Sandsør’s Article on their...

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Power BI RLS report for Dynamics 365
Mar27

Power BI RLS report for Dynamics 365

RLS stands for Row Level Security and is a function within Power BI used to securely manage what the users see. I am reusing the steps from the Power BI embedding blog, and continuing with the same dataset to define RLS. We start the process in Power BI for Desktop. Open the same report, and then navigate to Modeling and Manage Roles. This brings up a DAX console, and I… Continue Reading Thomas Sandsør’s Article on their...

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Top 5 Things You Need to Know for 2019 – Post Microsoft MVP 2019 Thoughts – 365lyf.com
Mar26

Top 5 Things You Need to Know for 2019 – Post Microsoft MVP 2019 Thoughts – 365lyf.com

The 2019 Microsoft MVP Summit is now over and I can’t help feeling positively excited about the direction in which Microsoft is taking and what it will mean for partners, customers and end users. This was my second year attending the MVP Summit and it was an immense pleasure to spend time with others MVPs and the Microsoft Product teams. So I wanted to take this… Continue Reading Andrew Ly’s Article on their...

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Understanding Dynamics 365 CRM Playbooks
Mar26

Understanding Dynamics 365 CRM Playbooks

Microsoft recently released Playbooks for Dynamics 365 for Sales and Customer Engagement. What are these, how might you use them, and what should you be careful about when working with them? Let’s take a quick look at all of those items. Spoiler Alert: I’m not a big fan. When you read over the official documentation (click here) and play around a bit, the functionality is intriguing, but… Continue Reading Geoff...

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C/SIDE Development 101 #10 – C/AL – How to access the data – YouTube
Mar26

C/SIDE Development 101 #10 – C/AL – How to access the data – YouTube

In Dynamics NAV, being a database application, a substantial part of our coding is about accessing this database. Retrieving and updating the data. What are the typical methods and coding patterns to achieve that? Presenter : Luc van Vugt Moderator : David Singleton source

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InfoStrat Grants Manager Plus Review on FinanceOnline
Mar26

InfoStrat Grants Manager Plus Review on FinanceOnline

FinancesOnline recently reviewed InfoStrat Grants Manager Plus and named it a rising star of 2019 as well as one of the top 50 grant management software products.  FinancesOnline is a European  independent reviewer of business-to-business (B2B) software in many categories such as accounting, customer relationship management, human resources and help desk software. Continue Reading noreply@blogger.com (Jim Townsend)’s Article on...

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Dynamics 365 autonumber now available in PowerApp config
Mar26

Dynamics 365 autonumber now available in PowerApp config

The API approach has been available for a long time, but now the autonumber is available through the config. Jonas Rapp’s autonumber solution in XrmToolbox has been absolutely one of the best tools for this purpose so far, and not we might not need it any more. I belive the first release is missing some of advanced options that Jonas has, but it might work for most of us. This is the… Continue Reading Thomas...

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User Group Focus 2019 Recap
Mar25

User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip! I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to XrmToolBox which taught participants how to use it and we… Continue Reading noreply@blogger.com...

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Dynamics 365 force classic mode from admin panel
Mar25

Dynamics 365 force classic mode from admin panel

I know we are supposed to use the UI, but it’s not ready for all purposes yet. Therefore it is nice to know that you can force the classic view for a little while longer. If for some reason you can’t use this approach, you can also change the URL like Jamie Bowman mentions here Power platform admin center No Description Open Environment and then behavior and change the...

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Power Platform – CDS Explained for Normal People – Steve Mordue
Mar25

Power Platform – CDS Explained for Normal People – Steve Mordue

There is quite a bit of information in the wild for technically savvy people, around the Power Platform and it’s underlying Common Data Service. I want to see if I can make that understandable to us Normal people. Skipping History I know, many of you were thinking, “Ugh, here comes Steve’s long, drawn-out ‘How we got here’ story”. But this is for the normal people, who… Continue Reading Steve Mordue MVP’s Article on their...

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Dynamics 365 – Dead is a Strong Word – Steve Mordue
Mar24

Dynamics 365 – Dead is a Strong Word – Steve Mordue

My fellow MVP, good friend and co-collaborator on PowerISV, Mark Smith (aka @nz365guy) is on a “Shock and Awe” campaign that opens with the phrase: “Dynamics 365 is Dead!“. But is it? The House that D365 Built At the recently concluded MVP Summit, Mark had the opportunity to lob his “D365 is Dead” grenade at Charles Lamanna for reaction. Charles seemed legitimately puzzled… Continue Reading Steve Mordue MVP’s Article on...

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Cannot Provision Skype for Business / Microsoft Teams Audio Conferencing License via CSP
Mar24

Cannot Provision Skype for Business / Microsoft Teams Audio Conferencing License via CSP

The Audio Conferencing add-on for Skype for Business / Microsoft Teams can oft be a requirement if you find yourself needing to schedule frequent online meetings that involve external participants. While most tech-savvy organisations these days will be fully equipped for taking calls via their laptops or other devices, a lot of businesses still do rely on traditional telephone headsets as… Continue Reading The CRM Chap’s...

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Power BI embed to Dynamics 365 form with filtering
Mar24

Power BI embed to Dynamics 365 form with filtering

There have been several post about this topic before, but this one is the only way I got it to work. Rasmus wrote about this a few weeks ago, and I am using most of his code. Ida was also early out mentioning this possibility, but I just couldn’t get it all to work before now. Big thank you to Jeroen Vos for BI assistance:) Bear in mind that I had to start from scratch here to make sense of… Continue Reading Thomas...

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Power Platform – The Uncommon Data Service – Steve Mordue
Mar24

Power Platform – The Uncommon Data Service – Steve Mordue

Fresh from a week of “drinking from the firehose” at the Microsoft MVP Summit, several things became quite apparent to me. MVPs like to drink, and the Common Data Service, is anything but “Common”. It will continue… indefinitely It seems that whenever Microsoft announces a “new” way to do something, they are hesitant to say the the “old” way will be eliminated. “We… Continue Reading Steve Mordue MVP’s Article on their...

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How to change Dynamics 365 CRM web interface from UCI to Classic version? – Nishant Rana’s Weblog
Mar23

How to change Dynamics 365 CRM web interface from UCI to Classic version? – Nishant Rana’s Weblog

Recently created a Dynamics 365 CRM 30 days trial version (Ref: How to Setup Dynamics 365 30 days Online Trial version?) and it was navigating to CRM home page showing the list of UCI Apps, instead of showing CRM Classic Web UI. Below is the screenshot for reference. Later found that, the rendered URL was showing differently in the browser and having forceUCI and pagetype parameters....

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