Simple ALM for Dynamics 365/CDS Projects

Summary All PowerApps/Dynamics 365/CDS projects, big or small should be using some form of source control for customization. You don’t necessarily need to build complicated build pipelines or continuous integrations to implement an ALM process. This post provides instructions on installing tools and setting up some PowerShell scripts to automate some tedious chores when managing… Continue reading Simple ALM for Dynamics 365/CDS Projects

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

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… Continue reading Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

How to Create Your First Dynamics 365 SSRS Report

April 2020 Update I know this is a popular post, and the information is still very relevant today and will work both with Dynamics 365 and Model-driven Power Apps projects.  If you want more in-depth information and become a SSRS wizard, then take a look at Megan Walker’s SSRS REPORTS FOR CDS & D365 online… Continue reading How to Create Your First Dynamics 365 SSRS Report

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

Update: Its 2020, is this post still relevant? YES! This has been one of my most popular posts.  The fact that it was written in 2018 might turn people off, but the info is still valid and is applicable to the latest version of Dynamics 365 (Customer Engagement) and Model-Driven Power Apps. The number one… Continue reading Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Using Azure DevTest Labs for Dynamics 365 Development

When developing plug-ins for Dynamics 365/CRM, working with an on-premise system provides for better tracing and debugging than developing against an online instance.  Also when there is a large team working on common project it makes life much easier when the developers are working on isolated environments. Onpremise to Online Migration (sidebar) When working on… Continue reading Using Azure DevTest Labs for Dynamics 365 Development

Quickly Create Dynamics 365 Portal Pages using Portal Management (Wizard)

A common design pattern for Dynamics 365 Portals is to display a list of Dynamics 365 records and provide a mechanism to drill down into the details of each of these records on a list. This structure is setup by creating web pages, entity list, entity form and then wiring it all together.  While not… Continue reading Quickly Create Dynamics 365 Portal Pages using Portal Management (Wizard)

Determining What Configuration/Development Options to use on Dynamics 365 Projects

Every so often I am asked a question or see on a forum post similiar to this; “What is the best practice, a workflow or a plugin?”  Or “Should I use JavaScript, or could I use Business Rules for this?” For someone just starting out, its hard to determine what option/feature/tool to use, let alone… Continue reading Determining What Configuration/Development Options to use on Dynamics 365 Projects