A new feature landed in preview last week which is something that has been a big ask of Microsoft for many years, multi-table lookups, otherwise known as polymorphic relationships. What are polymorphic relationships and how can they help you? A polymorphic relationship lookup allows you to specify more than one type of Dataverse table to… Continue reading Using Multi-table lookups (polymorphic relationships) in Microsoft Dataverse
Category: Dynamics 365 Development
Updating Currency Exchange Rates in Dataverse (including Dynamics 365)
A little know feature of Dataverse is the ability to manage multiple currencies. This is one of the many standard features of Microsoft Dynamics 365 that is also available when building your own Power Apps based on Dataverse. A while back I posted a blog called Guide to Currencies in the Common Data Service (Note that… Continue reading Updating Currency Exchange Rates in Dataverse (including Dynamics 365)
Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.
In order to be successful with a career in technology, you must constantly be learning. This may involve reading, taking classes or watching videos. Not only about the Power Platform or Dynamics 365 but learning about other technology stacks and methods, and thinking about how to apply them to your projects. One week ago I… Continue reading Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.
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
Updated Tools to Build and Configure Dynamics 365 Applications
Summary 2018 was a busy year for Microsoft as they released many new features and restructured the entire Dynamics 365 platform to run on top of the Common Data Service. Along with these structural changes, Microsoft introduced a new user interface and new “maker” tools to and configure and create a unique line of business… Continue reading Updated Tools to Build and Configure Dynamics 365 Applications
How to Fix Missing Menus in the Dynamics 365 Unified Interface
Summary Some custom entity views and subgrids missing the Menubar in when being added to Model Driven Power Apps in the new Unified Interface. Resolution is to Edit Ribbon and Publish. Following post describes symptoms and resolution steps. Moving to the new Unified Interface If you have been keeping up with the fast pace of… Continue reading How to Fix Missing Menus in the Dynamics 365 Unified Interface
Cookie Policy Acceptance in Dynamics 365 Portals
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/Business Application Platform Glossary of Terms
With the recent announcements from Microsoft regarding the Business Application Platform, there are a number of blogs, presentations, white papers, tweets, videos and other media reviewing, previewing and going into detail of the power of this platform. Of course, all this information comes with a lot of acronyms and technical jargon, some of which is… Continue reading Dynamics 365/Business Application Platform Glossary of Terms
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
Creating a Drill Down Link on a Dynamics 365 Portal Entity Form
The Dynamics 365 CE Portal is great way to extend Dynamics 365 functionality to external users and build powerful web applications. However, through configuration it still lacks some basic features that internal Dynamics 365 users are used to. One example of this is the ability to drill down on lookup fields. If we were to… Continue reading Creating a Drill Down Link on a Dynamics 365 Portal Entity Form
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