Convert a Classic Customized Dynamics 365 Site Map to a Unified Interface App

The new Unified Interface provides a faster, easier way to navigate Dynamics 365 and Model-Driven PowerApps. However, there are still many Dynamics 365 implementations that are still using the “classic” web interface. The best practice approach to convert from a classic interface to the new Unified Interface is to create a series of “role based”… Continue reading Convert a Classic Customized Dynamics 365 Site Map to a Unified Interface App

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

Missing Sitemap after Dynamics 365 Update

Summary If your Dynamics 365 instance is set to “Application Mode”, when you update to Dynamics 365 v9, you might lose your main Sitemap Navigation menu. The Application mode checkbox is disabled in Dynamics 365 via the user interface or PowerShell commandlets. You can shut off the Application mode via the NEW Power Platform Administration… Continue reading Missing Sitemap after Dynamics 365 Update

Importing Legacy Users to Dynamics 365 Online

Introduction Users need to be created in Office 365 and assigned a Dynamics 365 license to be added to Dynamics 365. Migration projects often require historical users created to properly map ownership of historical data. This post outlines is a simple, faster way to import historical users to Dyn365 Online without adding them to Office365.… Continue reading Importing Legacy Users to Dynamics 365 Online

Restoring Dynamics CRM/365 Database from Enterprise to Standard (Moving to Online – Sidebar)

As I continue to write my blog series of migrating Dynamics 365/CRM on-premise to online, I was working in my lab environment putting together steps for my next post when I came across an issue that might be faced by others when working on their migration/upgrade projects. Many production on-premise Dynamics CRM/365 systems will very… Continue reading Restoring Dynamics CRM/365 Database from Enterprise to Standard (Moving to Online – Sidebar)

Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Previously on ReadyXRM Blog… This is the forth post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are based on my 2017 sessions at D365UG Summit and Extreme365. I will also be presenting this topic on Thursday, March 29th at the Ottawa IT Community… Continue reading Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Planning for Dynamics 365 Feature Deprecation

Deprecation In several fields, deprecation is the discouragement of use of some terminology, feature, design, or practice; typically because it has been superseded or is no longer considered efficient or safe – but without completely removing it or prohibiting its use. -From Wikipedia As Dynamics 365 continues to evolve, undoubtedly there will come to newer and better… Continue reading Planning for Dynamics 365 Feature Deprecation