(Update) this seems to be old news because of this older post: https://community.dynamics.com/crm/b/crminogic/archive/2017/12/20/reference-panel-section-in-dynamics-365-v9-0 No navigation icons on the screenshots there, though.. hm.. While looking at the Health Care Accelerator solution earlier today, I noticed this strange navigation panel on the right: Have never seen it before, so I tried clicking some of those items. Lo… Read More »
I see the error below relatively often, since it’s not extremely unusual to see a user that was created without giving that user any roles in Dynamics (or, maybe, that user was moved to another business unit and lost his/her roles in the process): The error is absolutely clear – we just need to assign… Read More »
You know how security roles in Dynamics are duplicated for each business units, right? So you have a role in the root BU, and there is a copy of that role in each of the child business units. So what would you be thinking if there were a role in the root business unit for… Read More »
Was absolutely happy to find this translation from the old (and more familiar to me) VSTS/TFS to the new Azure DevOps language earlier today (it’s like, “aha.. that’s what it means!”): https://docs.microsoft.com/en-us/azure/devops/user-guide/what-happened-vsts?view=vsts
Did you ever try to create a copy of Dynamics Portal web site in the same Dynamics Instance? You may want to ask “why would I do such a thing”, but think of it this way: You cannot link the same Dynamics Portal to more than one web site record at a time, but… Read More »
A lot has changed for Dynamics developers over the years. I was looking at this old post (well, 6 years old) by Gonzalo Ruiz, and I am still wondering what to make of it now: http://gonzaloruizcrm.blogspot.com/2012/01/setting-up-your-development-environment.html I think traditionally we had these 4 options when setting up the environments for the project (well, other… Read More »
A couple of hours, and I finally got my Dynamics authentication token in PostMan! The rest will be all about using that token, but, if you have not tried setting up PostMan before and don’t want to spend a couple of hours figuring out the authentication part.. Maybe this post will help. Actually, the essence… Read More »
If you are not sure whether Dynamics Portals address global accessibility requirements, there is an easy way to find out without actually having to re-test each and every page. Although, I have to say when this question came up earlier today I really had no idea what to answer. On the one hand, as… Read More »
If you had different applications which could all be implemented in Dynamics (maybe different flavors of the case/contact management), how would you decide whether to put those applications in the same instance or whether to set up different instances for some of them? Not sure if there is a simple answer.. My colleague and… Read More »
Since I am using “event” entity to actually work with the event registrations through the extra fields (see Part 3 of these series of posts), I need some server-side logic to process those fields. In this post, I’ll describe how it’s been set up using classic Dynamics workflows, but it might be interesting to convert… Read More »