Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Previously on ReadyXRM Blog… This is the forth post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are based on my 2017 sessions at D365UG Summit and Extreme365. I will also be presenting this topic on Thursday, March 29th at the Ottawa IT Community… Continue reading Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Planning for Dynamics 365 Feature Deprecation

Deprecation In several fields, deprecation is the discouragement of use of some terminology, feature, design, or practice; typically because it has been superseded or is no longer considered efficient or safe – but without completely removing it or prohibiting its use. -From Wikipedia As Dynamics 365 continues to evolve, undoubtedly there will come to newer and better… Continue reading Planning for Dynamics 365 Feature Deprecation

Using Azure DevTest Labs for Dynamics 365 Development

When developing plug-ins for Dynamics 365/CRM, working with an on-premise system provides for better tracing and debugging than developing against an online instance.  Also when there is a large team working on common project it makes life much easier when the developers are working on isolated environments. Onpremise to Online Migration (sidebar) When working on… Continue reading Using Azure DevTest Labs for Dynamics 365 Development

Scheduling your Dynamics 365 Update

With the recent announcement that Customer Driven Updates (aka CDU) are now available to upgrade Dynamics 365 to the v9 release (aka July 2017 update, aka October 2017 update, aka February 2018 update) customers might be keen to upgrade their existing Dynamics 365 v8.x instances. This is a little side step from my ongoing “Migration… Continue reading Scheduling your Dynamics 365 Update

Reviewing your existing Dynamics 365 System (Moving to Online Part 3)

This is the third post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are from my recent sessions at D365UG Summit and Extreme365. In Part 1, I blogged about the various reasons of why to move from an on-premise version of Dynamics 365 to… Continue reading Reviewing your existing Dynamics 365 System (Moving to Online Part 3)

Reasons to move to Dynamics 365 Online from On-Premise (Part 1)

This blog posting is the first in a summary from sessions that I presented at D365UG and Extreme365 on migrating from on-premise to cloud based Dynamics 365 CE (Dynamics CRM). As Microsoft continues to invest in Dynamics in the cloud, it will become more and more compelling for companies using Dynamics 365 on-premise to consider… Continue reading Reasons to move to Dynamics 365 Online from On-Premise (Part 1)

Filter a Dynamics 365 Portal Entity List

When deploying a Dynamics 365 Portal, there are many use cases where you only want to show data related to the authenticated portal user.  Items such as registrations, invoices and other private data should only be accessible by the appropriate user. One method of showing data on the Portal is by using Entity Lists.  One… Continue reading Filter a Dynamics 365 Portal Entity List