by The CRM Chap | Oct 25, 2020 | Dynamics 365, Microsoft Dataverse, Power Apps, Power Platform
When you start mixing and matching aspects of the Power Platform, you can sometimes stumble upon some odd behaviour. For example, working with entity image attributes from the Common Data Service within a canvas Power App can leave you wondering why your full image is not rendering...
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 | May 26, 2019 | Analytics, Customer Engagement, Dynamics 365, Dynamics CRM, Microsoft Azure, Sales, Service
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.
by The CRM Chap | May 12, 2019 | 2015, 2016, Analytics, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Microsoft Azure, Sales, Service
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...
by The CRM Chap | Jul 22, 2018 | Customer Engagement, Dynamics 365, Dynamics CRM, Microsoft Dataverse, Power Apps
Earlier this year, the Business Applications team at Microsoft published a blog post titled Modernizing the way we update Dynamics 365, a significant article that anyone involved with Dynamics 365 Customer Engagement (D365CE) should take time to read through carefully. Indeed, as a direct consequence of the announcements contained in this post, you may now be [...]
by The CRM Chap | May 6, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Service
After going through a few separate development cycles involving Dynamics 365 Customer Engagement (D365CE), you begin to get a good grasp of the type of tasks that need to be followed through each time. Most of these are what you may expect - such as importing an unmanaged/managed solution into a production environment - but [...]
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 [...]
by The CRM Chap | Feb 11, 2018 | Dynamics 365, Dynamics CRM
As part of developing Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) plug-ins day in, day out, you can often forget about the Execution Mode setting. This can be evidenced by the fact that I make no mention of it in my recent tutorial video on plug-in development. In a nutshell, this setting enables you to customise whether [...]
by The CRM Chap | Jan 28, 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 Plug-in, the second in a series aiming to provide tutorials on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/y0SgyieGYU8 Below you will find links to [...]
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