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

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

Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Previously on ReadyXRM Blog… This is the forth post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are based on my 2017 sessions at D365UG Summit and Extreme365. I will also be presenting this topic on Thursday, March 29th at the Ottawa IT Community… Continue reading Updating your Dynamics CRM/365 Customizations (Moving to Online – Part 4)

Dynamics 365 Solution Import Issue – Cannot add root component of type 60

For some reason solution imports have not been my friend the last few months. Usually when a solution doesn’t import, 99% of the time it comes down to dependency issues or a corrupt solution file.  For on-premise deployments, if the log file doesn’t provide good information, setting up server side traces or SQL profiler traces… Continue reading Dynamics 365 Solution Import Issue – Cannot add root component of type 60

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