How to setup a Common Data Service Application User (and why)

When you build custom solutions where you need to create, read, update or delete data in the Common Data Service (including Dynamics 365 apps), you don’t necessarily want that application to use specific user credentials to do its work. This used to be a common way for external applications and integrations to authenticate to the… Continue reading How to setup a Common Data Service Application User (and why)

Get Geo Co-ordinates from Address values in Common Data Service Records

This is a reference post for another blog post I am working on. I figured it would be a good as standalone post as well. Power Automate has opened up a whole new world of connectors and APIs that would traditionally have been reserved for professional developers. A great use case for Power Automate calling… Continue reading Get Geo Co-ordinates from Address values in Common Data Service Records

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