by The CRM Chap | Sep 20, 2020 | Customer Engagement, Dynamics 365, Enterprise, Microsoft Dataverse, Power Apps, Power Platform
Have you played about with the Power Apps Solution Checker yet? It provides an excellent mechanism to fix common issues with your Dynamics 365 / Common Data Service solution. However, there may be occasions where you need to put time aside to figure out how to fix a recommendation...
by The CRM Chap | Sep 13, 2020 | Customer Engagement, Dynamics 365, Enterprise, Microsoft Azure, Microsoft Dataverse, Power Apps, Power Automate, Power BI, Power Platform, Sales, Service
As we close out my blog series on exam MB-400, I thought it might be useful to compile all previous posts together into a single location. So if you've been following along or are joining for the first time, I hope this post is useful.
by The CRM Chap | Aug 23, 2020 | Dynamics 365, Microsoft Dataverse, Power Platform
Often, even subjects that you profess to know deeply can surprise you, as what happened to me recently as I took a nosedive into the Dynamics 365 / Common Data Service SDK and discovered a new method that was familiar, yet different, at the same time.
by The CRM Chap | Aug 2, 2020 | Customer Engagement, Dynamics 365, Microsoft Dataverse, Power Apps, Power Platform, Visual Studio
We're back once more with another post in my MB-400 revision note series! And, this time around, we dive into the many capabilities that plug-ins can deliver for developers after tools such as Power Automate or Business Rules have been fully exhausted.
by The CRM Chap | Jul 5, 2020 | SQL Server, Transact-SQL (T-SQL), Visual Studio
Recently, I've been ducking and diving into some deeply technical areas involving C# which, while interesting, has had its share of struggles and lessons. One such experience I'd like to share consists of the use of Entity Framework Core when working with views from SQL Server...
by The CRM Chap | May 17, 2020 | Compute, Dynamics 365, Integration, Microsoft Azure, Microsoft Dataverse, Power Automate, Power Platform, Visual Studio
It's relatively rare that you will find differences between what's available in Power Automate flows and Logic Apps. The Common Data Service is perhaps the exception to this rule, as its missing some options to allow you to define which attribute data to return from your instance...
by The CRM Chap | Aug 11, 2019 | Dynamics 365, Project Service Automation, Sales
Project Service Automation provides a cornucopia of desirable functionality for organisations wishing to integrate their sales and project management processes tightly. Be careful, though when implementing this app when using custom calculations within Dynamics 365 Customer Engagement, as you may encounter a few issues…
by The CRM Chap | Jun 16, 2019 | Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Microsoft Dataverse, Power Platform, Sales, Service
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...
by The CRM Chap | Apr 22, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Service, Visual Studio
Typically, when working with Dynamics 365 for Customer Service entities, you expect a certain type of behaviour. A good example of this in practice is entity record activation and the differences between Active and Inactive record types. In simple terms, you are generally restricted in the actions that can be performed against an Inactive record, most [...]
by The CRM Chap | Mar 18, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Sales, Service, Visual Studio
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Custom Workflow Assembly. The video is part of my tutorial series on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/0r02M71U140 Below you will find [...]
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