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
Support Dynamics 365 Community Tools!
Imagine for a moment that on your current Dynamics 365 project that you needed to directly edit the RibbonDiffXml file via Notepad to add a button or menu command to a form. How long would it take you? Would you even get it right the first time? What about manually creating a REST query in JavaScript… Continue reading Support Dynamics 365 Community Tools!
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 2021: There is a new release of the Report Authoring Tools that will work on SSDT 2019. Check out the updated blog post here: Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365 If you want more in-depth information and become a SSRS wizard, then take a look… Continue reading Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited
Move Dynamics 365 Portal Configuration Data Using the XrmToolBox
Summary There are challenges copying Dynamics 365 Portal Data from one instance to another due to the complexity of the entity structure. Semi-official method of using the Configuration Data Mover has potential to leave gaps and data and other pitfalls. The XrmToolBox Portal Data Mover has been recently updated and when used correctly is an… Continue reading Move Dynamics 365 Portal Configuration Data Using the XrmToolBox
It’s time to kill the “Reply All” button
We have seen that email come in. “Let’s all congratulate Susie and team for successfully making Contoso’s Go Live a success last weekend!” Nothing wrong with that, its important to highlight and recognize team successes. Then it starts… A string of emails come streaming in. “Great work team”. “Congrats” “awesome”. Nice gestures, and again, important… Continue reading It’s time to kill the “Reply All” button
The Curious Case of the Missing “Create Invoice” Button in Dynamics 365
Overview The out of the box process for Dynamics 365 Customer Engagement Sales Process is that an Quote can be converted to an Order, and an Order can be converted to an Invoice. There is a little known feature called “Is Sales Order Integration Enabled” that can change the behavior of this process such that… Continue reading The Curious Case of the Missing “Create Invoice” Button in Dynamics 365
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
Dynamics 365 Quick Tip – Getting Service Outage Info
Growing up in South Western Ontario off the shores of Lake Huron meant that we got a lot of windy, unpredictable weather. It wasn’t until I moved to the other side of the province that I learned that snow *falls down* and not *sideways*. With that type of weather meant quite often we would lose… Continue reading Dynamics 365 Quick Tip – Getting Service Outage Info
Dynamics 365 Quick Tip – Determining when a Contact added to a Marketing List
The Question If you have questions regarding Dynamics 365 there are plenty of resources online to help out. A couple of places I recommend is the Microsoft Community or the D365UG/CRMUG forums. Sometimes a post/answer can be 6 years old and still relevant. Today I got a message out of the blue from a community member… Continue reading Dynamics 365 Quick Tip – Determining when a Contact added to a Marketing List
The ReadyXRM Blog by Nick Doelman 