Project Service Automation (PSA) can be a beast when first approached. The application contains a breadth of functionality which is not always properly documented and can be challenging to figure out. To find proof of this assertion, we only need to look at how price list mark-ups and discounts operate.
A week is a small space of time in the Dynamics 365 Customer Engagement world at the moment, as we ramp up to the October release and the many changes this brings to the table. This week, some interesting developments occurred concerning CSP licensing for the product.
When starting with Power Bi Desktop in conjunction with Dynamics 365 Customer Engagement, you are presented with several routes to bring your data into the application. In this week’s blog post, I take a detailed look at four of these avenues, outlining the benefits of each one.
Having the ability to straightforwardly obtain a records Globally Unique Identifier after programmatically creating it within Dynamics 365 Customer Engagement can help significantly with data integration requirements. This is a relatively easy task when working with the Web API using JScript but less so if C# is your language of choice...
Sink Limitations with the Dynamics 365 Customer Engagement/Common Data Service Connector for Azure Data Factory
The Dynamics 365 Customer Engagement/Common Data Service connector for Azure Data Factory can, in most cases, fit into your data integration needs. However, it is worth highlighting the two field types which are, specifically, not supported; namely, the Customer and Owner field types.
By default, the Dynamics 365 Customer Engagement connector for Azure Data Factory V2 exposes a predefined list of fields, that must have data mapped to them for any Copy Data task to complete successfully. This behaviour can be impractical depending on your particular scenario; fortunately, there is a way in which you can override this.
Feature deprecations can often cause some degree of disruption, especially if they involve custom code. Microsoft has recently deprecated the Xrm.Page object for JScript form functions in Dynamics 365 Customer Engagement. Find out more about this change and what you will need to do to fix this as part of this week's blog post.
Azure Data Factory V2 not just has 1, but three separate connectors that all claim to hook up to Dynamics 365 Customer Engagement/Dynamics CRM! So which connector is the "right" one to use and what differences do they have? With a little help from Alan Partridge, we can clear up any confusion...
A few years ago on the blog, we saw how it was possible to utilise Fetch XML queries within Power BI. Things have moved on since then and, thanks to the awesome Dynamics community, there is now a way of getting around the issues highlighted in the original post...
The importance of segregated deployment environments for any IT application cannot be understated. Even if this only comprises of a single test/User Acceptance Testing (UAT) environment, there are a plethora of benefits involved, which should easily outweigh any administrative or time effort involved: They provide a safe "sandbox" for any functionality or developmental changes to be [...]