Guide to Currencies in Dynamics 365

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

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

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

CRM Debug Info from your Browser

Sometimes while debugging or diagnosing issues, you need to get some more info about your Dynamics CRM system.  A little known feature (that I discovered today) is the Microsoft CRM Debug page.  This will list things like the CRM server, CRM database name, versions, organization guids, etc. The page is accessed simply by navigating to… Continue reading CRM Debug Info from your Browser

CRMUG Session PowerPoint

Just a quick note to anyone who was in my session and can’t find the powerpoint deck, it is located here: http://www.crmugsummit.com/viewdocument/getting-started-using-dynamics-crm?CommunityKey=be70044c-38dc-44fc-970c-e29f66a41b0f&tab=librarydocuments Note that you will need to have a CRMUG Summit site login. If you have having trouble with the link, please let me know. There are a lot of hidden slides with my… Continue reading CRMUG Session PowerPoint

Setting Up CRM Online Portals (v8)

In a previous post, I walked through how to setup the “self hosted” version of Adxstudio Portals (v7).  This would be your only option currently for an on-premise version of Dynamics CRM.  If you use Dynamics CRM Online, you have the choice of a “self hosted” version (Adxstudio Portals) or to subscribe to CRM Online… Continue reading Setting Up CRM Online Portals (v8)