I originally posted this on my employer’s blog, BDO Insights last year. I was asked recently again on using different currencies in Dynamics 365 worked. So here again is a quick guide of how Dynamics 365 money fields, currency lookups and exchange rates work. This will apply to both Dynamics 365 Online and Onpremise. When a Dynamics… Continue reading Guide to Currencies in Dynamics 365
Author: Nick Doelman
Nick Doelman is an independent Power Platform specialist, trainer and coach. Nick delivers presentations, workshops and collaborates on Power Platform and Dynamics 365 projects worldwide. From 2021 to 2023, Nick worked as a Senior Content Developer at Microsoft where he worked on skilling content for Power Pages, Power Automate, and other parts of the Power Platform.
Nick has been awarded the Microsoft Most Valuable Professional (MVP) and is also a Microsoft Certified Trainer (MCT).
Nick is a cohost on the Power Platform BOOST podcast as well as one of the organizers of the Canadian Power Platform Summit. Nick is also a competitive Powerlifter and is a member of Team Canada competing at various international events.
Resetting Adxstudio Portal Passwords on Azure
Despite the fact that Microsoft will now only be selling Adxstudio Portals v7.0 on an exception basis (see here), there are still hundreds of portal implementations that still being deployed and supported. A common method of portal deployment is to deploy the master portal directly to Azure. As anyone who has deployed an Adxstudio Portal… Continue reading Resetting Adxstudio Portal Passwords on Azure
Setting up a Non-Interactive User
Last week I posted a method to use a Dynamics 365 Non-Interactive user as a way to use external tools (XrmToolBox, Plug-In Registration Tool, etc). This solution came about due to the fact that the Delegated Admin doesn’t seem to work to access Dynamics 365 using these tools. Non-Interactive users are also useful when connecting… Continue reading Setting up a Non-Interactive User
Getting around Delegated Admin Restrictions
Originally when Dynamics CRM Online first came on the market, in order for CRM partners to configure or support their clients they would either need to “borrow” one of their client’s login and passwords or the client would need to purchase an additional subscription meant specifically for their partner. These partner CRM login accounts would… Continue reading Getting around Delegated Admin Restrictions
Happy New Year!
It has been a few weeks since I posted here. Had a good Christmas break and was focused on the Canadian Powerlifting Central Championships. I did “OK”, I missed my first 2 squat attempts on depth so I had to settle for 190kg (got it on 3rd attempt with 2/3 lights). On my second attempt… Continue reading Happy New Year!
How to Avoid a Cascading Cataclysm
Despite the fact that I have worked on a lot of Dynamics CRM implementations over the years, even occasionally I will make a “Noob” mistake. Sometimes even twice. A few months ago one of my clients wanted to re-assign many of their accounts to different sales people based on a new territory setup. This process… Continue reading How to Avoid a Cascading Cataclysm
The Future of Adxstudio Portals v7 and other portal related updates
The Future of Adxstudio Portals v7 This past week any Microsoft Partner involved in the legacy Adxstudio Partner program received a letter from Microsoft stating the end of the Adxstudio Partner program. Now that Adxstudio has been part of Microsoft for a little over a year this is expected and part of the integration process.… Continue reading The Future of Adxstudio Portals v7 and other portal related updates
Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365
UPDATE 2021: There is a new release of the Report Authoring Tools that will work on SSDT 2019. Check out the updated blog post here: Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365 UPDATE July 2018: I have created an updated version of this post specifically for Dynamics… Continue reading Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365
Deploying an Adxstudio Portal to IIS
When working on a Portal project, eventually you will want it to be available to your stakeholders (whether it be the outside world or your staff). This blog posting will discuss a fairly easy method to deploy the Adxstudio v7 “Legacy” portal to Internet Information Services (IIS). These particular steps assume that you do not… Continue reading Deploying an Adxstudio Portal to IIS
Portals Web Page Structure
This is another posting about how Adxstudio/365 Online portals are structured. Today we will look at the concept of portal web pages and how they and their related components are structured in a Portal application. Hopefully after reading this post, you will have a better understanding on how web pages work within the Portal and… Continue reading Portals Web Page Structure
The ReadyXRM Blog by Nick Doelman 