by The CRM Chap | Nov 15, 2020 | Dynamics 365, Dynamics CRM, Microsoft Dataverse, Power Platform
More changes are afoot in the Power Platform! And this time around, not even the commonest terms within the Common Data Service are safe from being replaced with something entirely different...
by The CRM Chap | Nov 8, 2020 | Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Power Apps, Power Platform
On December 4th, 2020, Microsoft will start transitioning customers across to the new Unified Interface (UI), if you haven’t done so already. I hope this news does not come as a surprise to you, if it has, please read this blog post to find out more.
by The CRM Chap | Apr 19, 2020 | Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Field Service, Microsoft Dataverse, Power Apps, Power Platform, PowerShell, Project Service Automation, Sales, Service, Visual Studio
Power Apps Component Framework (PCF) controls are a new, shiny, thing that Power Platform / Dynamics 365 developers can work with. They are also a subject area within Microsoft exam MB-400. Therefore, in my next post on my series targeting this exam, let’s see how they work.
by The CRM Chap | Apr 12, 2020 | Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Field Service, Microsoft Dataverse, Power Apps, Power Platform, Project Service Automation, Sales, Service
It's taken seven posts into my MB-400 developer's exam series for us to start talking about our first code related topic, client-side scripting using JavaScript or TypeScript. And, as we'll see, this is something you should only really resort to after thoroughly exhausting the capabilities within Business Rules…
by The CRM Chap | Apr 5, 2020 | Customer Engagement, DevOps, Dynamics 365, Dynamics CRM, Microsoft Azure, Microsoft Dataverse, Power Platform, PowerShell
DevOps and Dynamics 365/the Common Data Service can go together like peaches and cream, with a bit of effort and utilisation of some community tools. And, as always, you may end up having to contend with pesky errors, such as one I had recently involving a TimeoutException...
by The CRM Chap | Mar 22, 2020 | Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Field Service, Microsoft Dataverse, Power Apps, Power Platform, Project Service Automation, Sales, Service
Dynamics 365 and Power Platform developers should always use Business Rules over JavaScript / TypeScript form functions. Full stop. However, there are situations where the native capabilities within Business Rules are not up to scratch, such as when you start working with multi-select option set fields…
by The CRM Chap | Jan 26, 2020 | Dynamics 365, Dynamics CRM, Identity, Microsoft Azure, Microsoft Dataverse, Power Platform, SSIS
OAuth authentication, especially involving the Common Data Service or Dynamics 365, is a subject you may not grasp fully the first time around. The technical setup required can be tricky to understand or even implement at all, meaning you find yourself dealing with error codes such as AADSTS65001.
by The CRM Chap | Nov 17, 2019 | Dynamics 365, Dynamics CRM, Microsoft Azure, Microsoft Dataverse, Power Apps, Power Platform
Developers typically get the short end of the stick in lots of things, and consistent learning tools is one area I’d highlight, particularly in the Dynamics 365 space. Fortunately, this no longer appears to be the case, thanks to the release of exam MB-400.
by The CRM Chap | Oct 20, 2019 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Microsoft Dataverse, Power Platform, Sales
Custom pricing is an invaluable feature within Dynamics 365 Customer Engagement, that can be used to fine-tune your sales processes. If you're interested in finding out more about them, then my latest tutorial video is for you - find out more in this post!
by The CRM Chap | Sep 22, 2019 | Customer Engagement, Dynamics 365, Dynamics CRM, Power Platform, Project Service Automation
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.
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