Dynamics 365 Portals – Switching Portal Between Instances

Summary By default, there is only one Portal provided per Dynamics 365 Subscription with 5 plan 1 users. It is possible to configure multiple “portals” across different instances within a tenant (sandbox and production) but only one of these portal configurations can be connected to one “active” portal URL at any time. Portal solutions and… Continue reading Dynamics 365 Portals – Switching Portal Between Instances

Dynamics 365/Business Application Platform Glossary of Terms

With the recent announcements from Microsoft regarding the Business Application Platform, there are a number of blogs, presentations, white papers, tweets, videos and other media reviewing, previewing and going into detail of the power of this platform. Of course, all this information comes with a lot of acronyms and technical jargon, some of which is… Continue reading Dynamics 365/Business Application Platform Glossary of Terms

Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Previously on ReadyXRM Blog… This is the forth post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are based on my 2017 sessions at D365UG Summit and Extreme365. I will also be presenting this topic on Thursday, March 29th at the Ottawa IT Community… Continue reading Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

xRM = CDS, Building Powerful Business Apps.

The State of xRM A few months ago I posted an article on the state of xRM.  At the time, I felt that Microsoft didn’t “get” the power of their CRM platform and how it is used to build unique line of business applications.  I felt that their story pushed the “Sales-Service-Marking” App line of… Continue reading xRM = CDS, Building Powerful Business Apps.

Using Azure DevTest Labs for Dynamics 365 Development

When developing plug-ins for Dynamics 365/CRM, working with an on-premise system provides for better tracing and debugging than developing against an online instance.  Also when there is a large team working on common project it makes life much easier when the developers are working on isolated environments. Onpremise to Online Migration (sidebar) When working on… Continue reading Using Azure DevTest Labs for Dynamics 365 Development

Reasons to move to Dynamics 365 Online from On-Premise (Part 1)

This blog posting is the first in a summary from sessions that I presented at D365UG and Extreme365 on migrating from on-premise to cloud based Dynamics 365 CE (Dynamics CRM). As Microsoft continues to invest in Dynamics in the cloud, it will become more and more compelling for companies using Dynamics 365 on-premise to consider… Continue reading Reasons to move to Dynamics 365 Online from On-Premise (Part 1)

Show two Entity Lists on a Dynamics 365 Portal Page

The other day I needed to create a Dynamics 365 Portal page showing 2 entity lists.  Anyone who has worked with the Dynamics 365 Portal knows that you can simply define an entity list on the web page record which will render that entity list on your portal. That works great, but what if you… Continue reading Show two Entity Lists on a Dynamics 365 Portal Page