If Microsoft Dataverse were a human, they would now be legally old enough to vote, drive, and drink alcohol. The feature is more than just a database, it truly a Common Data Service (it’s previous name) that evolved from the data layer that was part of Dynamics CRM since 2002. Over the years, Dataverse has… Continue reading Five forgotten features of Dataverse
Tag: dynamics crm
I recreated Dynamics CRM with the Power Platform Plan designer
In January 2003 after many months of engineering and development, Microsoft released one of the first business solutions built-in house; Microsoft Business Solutions Customer Relationship Management (CRM). This of course evolved into Dynamics CRM, of which much of the technical foundation became Dataverse, the bedrock of the Power Platform. I just rebuilt Dynamics CRM in… Continue reading I recreated Dynamics CRM with the Power Platform Plan designer
Secrets of the Dataverse: The Report Wizard
Anyone who has been working with Dynamics CRM/Dynamics 365 at some point likely tried the Report Wizard. The Report Wizard was introduced in Dynamics CRM v4.0 as a way to quickly create ad-hoc reports. A video version of this blog post can be found on the 365.Training YouTube channel. Reports created using the Report Wizard… Continue reading Secrets of the Dataverse: The Report Wizard
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.
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
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
Dynamics 365 Portals – Switching Portal Between Instances
Summary By default, there is only one Portal provided per Dynamics 365 Subscription with 5 plan 1 users. It is possible to configure multiple “portals” across different instances within a tenant (sandbox and production) but only one of these portal configurations can be connected to one “active” portal URL at any time. Portal solutions and… Continue reading Dynamics 365 Portals – Switching Portal Between Instances
Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid
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
The ReadyXRM Blog by Nick Doelman 