You likely don’t need Dynamics CRM. You need a Power App.

Summary You don’t necessarily need to buy Dynamics 365 (Dynamics CRM) licenses to get the CRM functionality you need. Power Apps and the Common Data Service have the components to build a simple CRM app that looks and operates *exactly* like Dynamics CRM (without the features that you don’t need) Dynamics 365 is a Power… Continue reading You likely don’t need Dynamics CRM. You need a Power App.

Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.

In order to be successful with a career in technology, you must constantly be learning. This may involve reading, taking classes or watching videos. Not only about the Power Platform or Dynamics 365 but learning about other technology stacks and methods, and thinking about how to apply them to your projects. One week ago I… Continue reading Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.

Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)

It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS. If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the… Continue reading Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)

Guide to Currencies in the Common Data Service

A few years back I wrote a blog post on how currencies worked in Dynamics CRM. This was before the Power Platform and the concept of model-driven Power Apps, but essentially, Dynamics CRM was a model-driven Power App. The question came up recently on a Power Apps forum (Facebook, I think) and I realized there… Continue reading Guide to Currencies in the Common Data Service

Simple ALM for Dynamics 365/CDS Projects

Summary All PowerApps/Dynamics 365/CDS projects, big or small should be using some form of source control for customization. You don’t necessarily need to build complicated build pipelines or continuous integrations to implement an ALM process. This post provides instructions on installing tools and setting up some PowerShell scripts to automate some tedious chores when managing… Continue reading Simple ALM for Dynamics 365/CDS Projects

Create a Power Platform Trial Environment for Learning

Perhaps you want to try out the latest preview features for the Power Platform, or maybe you are preparing for a Microsoft certification exam or even just taking an in-person or online class. In each of these scenarios, you will want to have an actual environment to get your hands dirty. The question was asked… Continue reading Create a Power Platform Trial Environment for Learning

Diagnosing Errors in PowerApps Portals

Every so often something weird might happen when a user is navigating a PowerApps Portal (which includes Dynamics 365 Portals). They might get an error message or strange pop-up, some examples; This type of error does not really indicate what the issue could be. Another example is an error could appear on a particular entity… Continue reading Diagnosing Errors in PowerApps Portals

Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

A common question I get about using Dynamics 365 Portals (aka Dynamics 365 Customer Service PowerApps Portal) is the ability to create cases on behalf of other customers or accounts. A typical use case would be if a partner needs to open a support incident on behalf of their customer on the portal. Consider if… Continue reading Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

What is the Power Platform?

The concept of the Power Platform is just over a year old. However, I find that there are still a lot of clients, consultants and even Microsoft employees that don’t fully grasp just what the Power Platform is and what it can do. Is the Power Platform just Dynamics 365? Isn’t PowerApps a front end… Continue reading What is the Power Platform?

Reasons to Use the New View Designer for Dynamics 365 and Model Driven PowerApps

The new updated view designer to customize and extend Dynamics 365 apps or to build your own model driven Power Apps became generally available (“GA”) this past week. Dynamics 365 and Model Driven PowerApps in their simpliest form are really just a excel list of data (“view”) and the details can be viewed in a… Continue reading Reasons to Use the New View Designer for Dynamics 365 and Model Driven PowerApps