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What Is Dynamics 365 And How Will It Benefit My Business? Released back in 2016, Microsoft Dynamics 365 replaced Microsoft Dynamics CRM. The purpose of this was to provide a modular approach to business applications. Microsoft Dynamics 365 is a cloud-based business application What makes Dynamics 365 unique[…]
Read MoreQuick tip here, when setting a custom view on a lookup in the form designer: Always ensure that the name attribute is on the view too, even if it wont be displayed. I had noticed that my search results were not working at all when I had typed[…]
Read MoreI recently wanted to install and configure D365 for Marketing to our existing environment and faced a few issues and gotchas which I wanted to jot down. Primarily, if you have a portal configured (e.g customer portal) you will need to reset your portal to leave it in[…]
Read MoreWe recently had a requirement to display the out of the box product images within a quote generated by the standard Dynamics document generation process. The expected output would be similar to the below. Unfortunately, the document generation wizard in Dynamics doesnt go beyond a depth of 2[…]
Read MoreWhen you have a Dynamics 365 Portal up and running and you provide the capabilities for contacts to create cases, the standard out of the box ‘Create Case’ form maps the contact to the customer field (whilst the contact field is left blank) In my scenario, I wanted[…]
Read MoreWhen creating a Canvas PowerApp connected to Dynamics 365/CDS, you may want to present the values in an entity as options within a drop down box (combo box) or a list box for selection. This would be useful if you wanted to present select-able data in a more[…]
Read MoreA few months ago I had a requirement where I needed to flag records as expired which were past their expiry date within Dynamics. I have seen/implemented various techniques before that involved using Dynamics itself as the scheduling engine, but that wasn’t always consistent nor performant. I have[…]
Read MoreWhen working with a canvas PowerApp that integrates into Dynamics 365, you occasionally need the current users’ Dynamics user GUID. This could be used to populate lookup references on the various records within Dynamics. The user details provided by the User function within a Canvas app relates to[…]
Read MoreIn the 2nd episode of the video series I started a while back, Money in the Bank, I take a look at the ‘quick’ quoting capabilities within Dynamics and see how a canvas app could be used as an alternative. As per usual, the guiding principles I will[…]
Read MoreAs a continuation on my current focus on canvas apps for Dynamics 365, I wanted to show a quick mockup I made to display related images (hosted in SharePoint) for a specific record in Dynamics. This would be useful in a quoting or shopping scenario. The approach below[…]
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Recent Posts
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