Authentication to the Dynamics 365 oData API (CRM) is something that all CRM Developers have been busy with. Previously, this was done by a normal user. The downside of this method is that the CRM web interface can be used with this user as well. Some versions ago, Microsoft introduced the concept of “Non-Interactive” users …
When importing or migrating data to a Dynamics 365 / CRM environment you cannot migrate the fields Created By, Modified By and Modified On. Most customers won’t bother about it until it comes down to the migration of ‘old’ activities. By default, the Social Panes show activities sorted on the Modified On date. So when you …
For those who attended my session about basic permissions in CDS, here is everything I promessed you during the session. The presentation Here’s the PowerPoint with the relevant information. The links Minimum privileges to run an app (security role) Try and create your own CDS (and much more) for free! Definitions of ‘Append’ and ‘Append …
One of the tools I use on a daily basis (as a Power Platform consultant) is Natraj Yegnaraman’s Level Up for Dynamics 365. It’s an extremely usefull tool that helpt me developing, analysing issues, navigate through the application and many more. Unfortunately, this tool is made for Google Chrome only, since it’s a Chrome extension. …
When using Power Automate, there is no default method in the Common Data Service connector to merge accounts, contacts, leads or incidents. As you can see, there is only the ability to create, update or delete records. That’s a bummer, cause sometimes you want to merge twee records. Luckily it’s possible! You just have to …
For those who attended my session about customizations.xml advances hacks, here is everything I promessed you during the session. The presentation Here’s the PowerPoint with the relevant information. Enable / Disable the Jumpbar on subgrids First example was to enable or disable the jumpbar on subgrids. In order to do so, you need to add …
You can’t have missed it. All Dynamics applications that are based on the PowerPlatform will be using the same interface: the Unified Interface. Microsoft has announced deprecation of the the ‘old’ web client (see this article for more information), so there’s no way back. On October 1, 2020, the legacy web client will no longer …
UPDATE: Ok, in the meantime a couple of people showed me the feature. Apparently it’s available after all! I was looking for server-side sync as I always thought the Outlook Add-In only works with server-side sync. However, it turns out the Outlook Add-In works without server-side sync and is available in CDS. Here’s the link: …
Together with a lot of other Dynamics 365 / Power Platform professionals, I was very surprised with the announcement of Microsoft about API limits. Now that the dust has settled and the documentation has cleared some first questions, we’re able to review the decision. My first thought about the API limits were: there goes one …
It’s been always a mystery to me why we’re not able to change the status field on an entity. We just get to change the status reason field, but sometimes you just want some more. Microsoft knows it, cause they use multiple status fields on for instance the Lead and Opportunity entity. Let face it: …
So at my current CE project, we want to work with guest user access in CE. This company uses an external company to process incoming e-mail and phone calls. They would like the users from the external company to directly login to their CE instance and do their jobs. This can be done perfectly by …
I’ve setup the Dynamics 365 Data Export Service numerous of times and I’ve made a lot of companies happy with this service. Having your Dynamics 365 CE data in a separate database has advantages for reporting, but also for data quality checks. In my current project, we’ve done a data migration from a previous custom …