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

Setting up a Non-Interactive User

Last week I posted a method to use a Dynamics 365 Non-Interactive user as a way to use external tools (XrmToolBox, Plug-In Registration Tool, etc).  This solution came about due to the fact that the Delegated Admin doesn’t seem to work to access Dynamics 365 using these tools. Non-Interactive users are also useful when connecting… Continue reading Setting up a Non-Interactive User

Getting around Delegated Admin Restrictions

Originally when Dynamics CRM Online first came on the market, in order for CRM partners to configure or support their clients they would either need to “borrow” one of their client’s login and passwords or the client would need to purchase an additional subscription meant specifically for their partner. These partner CRM login accounts would… Continue reading Getting around Delegated Admin Restrictions

The Future of Adxstudio Portals v7 and other portal related updates

The Future of Adxstudio Portals v7 This past week any Microsoft Partner involved in the legacy Adxstudio Partner program received a letter from Microsoft stating the end of the Adxstudio Partner program.  Now that Adxstudio has been part of Microsoft for a little over a year this is expected and part of the integration process.… Continue reading The Future of Adxstudio Portals v7 and other portal related updates

Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365

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 UPDATE July 2018:  I have created an updated version of this post specifically for Dynamics… Continue reading Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365

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