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

Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Update: Its 2020, is this post still relevant? YES! This has been one of my most popular posts.  The fact that it was written in 2018 might turn people off, but the info is still valid and is applicable to the latest version of Dynamics 365 (Customer Engagement) and Model-Driven Power Apps. The number one… 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

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