Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!

“You must never be too busy to take time to sharpen the saw” – Stephen Covey If we look back over the last 365 days, the amount of change to the Dynamics 365 platform is staggering.  In the grand scheme of things, it really wasn’t that long ago that we were working with a business… Continue reading Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!

Dynamics 365 Quick Tip – Getting Service Outage Info

Growing up in South Western Ontario off the shores of Lake Huron meant that we got a lot of windy, unpredictable weather.  It wasn’t until I moved to the other side of the province that I learned that snow *falls down* and not *sideways*. With that type of weather meant quite often we would lose… Continue reading Dynamics 365 Quick Tip – Getting Service Outage Info

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.

XrmToolBox: Portal Code Editor Overview and Review

Before we dive into today’s topic, I want to thank everyone who attended my “Portal Developer Primer” webinar on March 30th.  My apologies to those of you who tried to attend on March 28th, thankfully we were able to sort out the technical diffuculties.  The recording can be found by clicking here. Without further delay,… Continue reading XrmToolBox: Portal Code Editor Overview and Review

More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)

Before we dive into today’s tutorial, today Adoxio (the consulting arm of the old Adxstudio) released Adoxio Connect Framework to allow seamless integration to other platforms.  Something I will be definitely checking out. Retrieving Dynamics 365 Data with Liquid In Part 1 we looked at a very basic Web Template using Liquid.  One of the great… Continue reading More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)

What are the Portal Options for Dynamics 365?

Updated June 6, 2018 In the past year there has been a lot of movement and activity in Dynamics 365 (CRM) community in regards to portal options so it sometimes can be confusing when starting a new project. I am hoping this posting provides a bit of insight of the Dynamics 365 portal options and… Continue reading What are the Portal Options for Dynamics 365?

Adding a Simple Language field to Dynamics 365

Recently a customer emailed me and wondered why the “Language” field was missing from the Lead forms in Dynamics 365 (CRM). As we all know, a “Language” field does not come out of the box with D365. Note: A language option (lookup) does appear with the recent Portals 8.2 update. It turned out that a… Continue reading Adding a Simple Language field to Dynamics 365