Missing Sitemap after Dynamics 365 Update

Summary If your Dynamics 365 instance is set to “Application Mode”, when you update to Dynamics 365 v9, you might lose your main Sitemap Navigation menu. The Application mode checkbox is disabled in Dynamics 365 via the user interface or PowerShell commandlets. You can shut off the Application mode via the NEW Power Platform Administration… Continue reading Missing Sitemap after Dynamics 365 Update

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 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

Summary Entity Lists are an easily configurable way to show list data on a Dynamics 365 Portal, but lack a couple of key features; Entity Lists do not have the ability to drill down to different records from the view. Cannot dynamically show/hide columns or highlight fields. Sorting requires fields to be displayed on Entity… Continue reading Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

Support Dynamics 365 Community Tools!

Imagine for a moment that on your current Dynamics 365 project that you needed to directly edit the RibbonDiffXml file via Notepad to add a button or menu command to a form.  How long would it take you?  Would you even get it right the first time? What about manually creating a REST query in JavaScript… Continue reading Support Dynamics 365 Community Tools!

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