Category: CRMUG

Create a Power Platform Trial Environment for Learning

Posted in Cloud, Common Data Service, CRMUG, Dynamics 365, Learning, Power Platform, PowerApps8 Comments

Perhaps you want to try out the latest preview features for the Power Platform, or maybe you are preparing for a Microsoft certification exam or even just taking an in-person or online class. In each of these scenarios, you will want to have an actual environment to get your hands dirty. The question was asked… Continue reading Create a Power Platform Trial Environment for Learning

PowerApps Portals Quick Start

Posted in CRMUG, liquid, Portals, Power Platform, PowerApp Portals, PowerApps, PowerApps Portals14 Comments

PowerApps Portals is now in public preview! Please read the annoucement: https://powerapps.microsoft.com/en-us/blog/powerapps-portals-is-now-available-for-public-preview/ The true power of PowerApps Portals is to be able to surface and interact with CDS data. The following are some quick steps to surface some sample data to allow you to get started using PowerApps Portals. PowerApps Portals 10 minute Quick Start… Continue reading PowerApps Portals Quick Start

Cookie Policy Acceptance in Dynamics 365 Portals

Posted in Cloud, CRMUG, Dynamics 365, Dynamics 365 Development, PortalsLeave a comment

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… Continue reading Cookie Policy Acceptance in Dynamics 365 Portals

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

Posted in CRMUG, Dynamics 365, Learning, UncategorizedLeave a comment

“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… Continue reading Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!

Limiting Users to specific Dynamics 365 Organizations

Posted in Configuration, CRMUG, Dynamics 365, SecurityLeave a comment

Whenever a new user is created in Office 365 and assigned a Dynamics 365 CE license, by default they are added as a user to *every* Dyn365 instance in the tenant. The particular user will still need to be assigned a security role in each instance before they will be able to access the system.… Continue reading Limiting Users to specific Dynamics 365 Organizations

Dynamics 365 Bookmarklets!

Posted in Bookmarklets, CRMUG, Dynamics 3652 Comments

A few months ago at CRMUG Summit, I was honored to be asked to compete in a friendly competition called “XrmFactor”. I pitched a concept called “Dynamics CRM Bookmarklets” which are really just a series of small, short JavaScript commands that you save as shortcuts in your browser that allow you to do a number… Continue reading Dynamics 365 Bookmarklets!