How to Create Your First Dynamics 365 SSRS Report

Summary SQL Server Reporting Services reports are a viable way to generate information from your Dynamics 365 system. The Dynamics 365 Report Wizard has limitations in terms of the reports that can be created. Creating SSRS Reports does not necessarily require deep development skills. This post outlines the steps to create a simple SSRS report… Continue reading How to Create Your First Dynamics 365 SSRS Report

Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Summary The process to set up a workstation to create SQL Server Reporting Services (SSRS) reports for Dynamics 365 involves a lot of steps and causes some confusion. The report authoring tool is Visual Studio, but a full licensed version of Visual Studio is not required. The Dynamics 365 Report Authoring Extensions has been recently… Continue reading Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Move Dynamics 365 Portal Configuration Data Using the XrmToolBox

Summary There are challenges copying Dynamics 365 Portal Data from one instance to another due to the complexity of the entity structure. Semi-official method of using the Configuration Data Mover has potential to leave gaps and data and other pitfalls. The XrmToolBox Portal Data Mover has been recently updated and when used correctly is an… Continue reading Move Dynamics 365 Portal Configuration Data Using the XrmToolBox

It’s time to kill the “Reply All” button

We have seen that email come in. “Let’s all congratulate Susie and team for successfully making Contoso’s Go Live a success last weekend!” Nothing wrong with that, its important to highlight and recognize team successes. Then it starts… A string of emails come streaming in. “Great work team”. “Congrats” “awesome”.  Nice gestures, and again, important… Continue reading It’s time to kill the “Reply All” button

The Curious Case of the Missing “Create Invoice” Button in Dynamics 365

Overview The out of the box process for Dynamics 365 Customer Engagement Sales Process is that an Quote can be converted to an Order, and an Order can be converted to an Invoice. There is a little known feature called “Is Sales Order Integration Enabled” that can change the behavior of this process such that… Continue reading The Curious Case of the Missing “Create Invoice” Button in Dynamics 365

Importing Legacy Users to Dynamics 365 Online

Introduction Users need to be created in Office 365 and assigned a Dynamics 365 license to be added to Dynamics 365. Migration projects often require historical users created to properly map ownership of historical data. This post outlines is a simple, faster way to import historical users to Dyn365 Online without adding them to Office365.… Continue reading Importing Legacy Users to Dynamics 365 Online

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