Reviewing your existing Dynamics 365 System (Moving to Online Part 3)

This is the third post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are from my recent sessions at D365UG Summit and Extreme365. In Part 1, I blogged about the various reasons of why to move from an on-premise version of Dynamics 365 to… Continue reading Reviewing your existing Dynamics 365 System (Moving to Online Part 3)

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)

Filter a Dynamics 365 Portal Entity List

When deploying a Dynamics 365 Portal, there are many use cases where you only want to show data related to the authenticated portal user.  Items such as registrations, invoices and other private data should only be accessible by the appropriate user. One method of showing data on the Portal is by using Entity Lists.  One… Continue reading Filter a Dynamics 365 Portal Entity List

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

Dynamics 365 Attachment Storage Revisited

I recently wrote a couple of blogs regarding the Microsoft Dynamics 365 Attachment Management solution that highlighted the benefits of using Azure Blob storage to hold attachments.  I also uncovered an issue when using the Attachment Management solution with Dynamics 365 Portals. The team at Microsoft Labs did not let this go unnoticed and created… Continue reading Dynamics 365 Attachment Storage Revisited

Setting the Default Org for Dynamics CRM

If you work a lot with Dynamics 365/CRM On-premise systems with multiple organizations (business lines or DEV/TEST), sooner or later you will likely to run into some known issues with users running reports because their user account does not have a security role in their “default” CRM organization. Essentially if a user was created first… Continue reading Setting the Default Org for Dynamics CRM