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.
It seems to be non-stop changes and announcements when it comes to licensing for Dynamics 365 Customer Engagement at the moment. Now, as we move into September, we get yet another, which informs us of some potentially troublesome API limits, that will take effect from October onwards.
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...
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...
Modifying Default Lead Qualification Behaviour via C# (Dynamics CRM/Dynamics 365 for Customer Engagement)
Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE) is an incredibly flexible application for the most part. Regardless of how your business operates, you can generally tailor the system to suit your requirements and extend it to your heart's content; often to the point where it is completely unrecognisable from the base application. Notwithstanding this argument, [...]
I was recently showing a colleague how to use the rather excellent CRM REST Builder Managed Solution, in particular, its ability to generate code snippets for predefined query requests into Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E). During the demo, I noticed the following options under the Query Type drop-down with interest: I did some further [...]
I have had an opportunity recently to start getting to grips with the wonderful world of PowerBI. For those who have walked the tightrope between Excel and SQL Server Reporting Service (SSRS) Reports, PowerBI appears to be the tool with these individuals in mind. It enables you to leverage existing Excel knowledge (through PowerQuery or [...]