The State of xRM A few months ago I posted an article on the state of xRM. At the time, I felt that Microsoft didn’t “get” the power of their CRM platform and how it is used to build unique line of business applications. I felt that their story pushed the “Sales-Service-Marking” App line of… Continue reading xRM = CDS, Building Powerful Business Apps.
Category: Dynamics 365
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
Scheduling your Dynamics 365 Update
With the recent announcement that Customer Driven Updates (aka CDU) are now available to upgrade Dynamics 365 to the v9 release (aka July 2017 update, aka October 2017 update, aka February 2018 update) customers might be keen to upgrade their existing Dynamics 365 v8.x instances. This is a little side step from my ongoing “Migration… Continue reading Scheduling your Dynamics 365 Update
Reviewing your existing Dynamics 365 System (Moving to Online Part 3)
This is the third post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online. The content and topics are from my recent sessions at D365UG Summit and Extreme365. In Part 1, I blogged about the various reasons of why to move from an on-premise version of Dynamics 365 to… Continue reading Reviewing your existing Dynamics 365 System (Moving to Online Part 3)
When to Move to Dynamics 365 Online (Part 2)
This is second in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online. The content and topics are from my recent sessions at D365UG Summit and Extreme365. In Part 1, I blogged about the various reasons of why to move from an on-premise version of Dynamics 365 to Online. This… Continue reading When to Move to Dynamics 365 Online (Part 2)
Reasons to move to Dynamics 365 Online from On-Premise (Part 1)
This blog posting is the first in a summary from sessions that I presented at D365UG and Extreme365 on migrating from on-premise to cloud based Dynamics 365 CE (Dynamics CRM). As Microsoft continues to invest in Dynamics in the cloud, it will become more and more compelling for companies using Dynamics 365 on-premise to consider… Continue reading Reasons to move to Dynamics 365 Online from On-Premise (Part 1)
Filter a Dynamics 365 Portal Entity List
When deploying a Dynamics 365 Portal, there are many use cases where you only want to show data related to the authenticated portal user. Items such as registrations, invoices and other private data should only be accessible by the appropriate user. One method of showing data on the Portal is by using Entity Lists. One… Continue reading Filter a Dynamics 365 Portal Entity List
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
Show two Entity Lists on a Dynamics 365 Portal Page
The other day I needed to create a Dynamics 365 Portal page showing 2 entity lists. Anyone who has worked with the Dynamics 365 Portal knows that you can simply define an entity list on the web page record which will render that entity list on your portal. That works great, but what if you… Continue reading Show two Entity Lists on a Dynamics 365 Portal Page
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)
The ReadyXRM Blog by Nick Doelman 