xRM – What is it? A week ago I went to my first Canadian MVP day at the Microsoft offices in Mississauga, Ontario. It was great to network with MVPs from other Microsoft products. Most were aware of Dynamics 365/CRM but I found a few who were not aware of the full platform capabilities. So… Continue reading What is “xRM”?
There was a question recently on CRMUG about how to modify security to prevent users from Deactivating Contacts. In Dynamics 365, the security roles can be configured (and is best practice) to prevent users from deleting records. Deactivating records is generally a safer process as it can be reversed and no information is lost. However, there… Continue reading Stopping Deactivation of Records in Dynamics 365
This may be a surprise to some, but the Internet is available in other languages beside English. Shocking news! When this happen? Is this real or just “Fake” news? The following is a step by step guide to enable multi-language in the Dynamics 365 Portal. These instructions also appear in the official documentation, but I… Continue reading Setting Multilanguage in Portals
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
I was scanning the Microsoft Community Forums the other day when someone was asking a question about why the Actual Revenue field would get populated even if an Opportunity was closed as “Lost.” This didn’t make any sense to me, so I logged into a sandbox instance of Dynamics CRM 2016 sp1 and tried it… Continue reading Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)