Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever

Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]

Tip #1153: When Upgrading, Consider the Whole Ecosystem

It is that time of year when people turn their thoughts to upgrading; the October 18 release has been announced and for those on Dynamics 365 Online v8, the clock has started. I was recently with a client who had a pretty typical setup. They had Dynamics 365 Online, NAV 2016, and an online shopping […]

Tip #1074: The minimum you need for an opportunity

Min max knob

I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]

Tip #1068: How to Grant Access to Organization Insights

Back in my first TOTD post, I sung the benefits of Organization Insights. It is truly the administrator’s best friend. But what if a non-administrator wants in on the action? It turns out that, by default, the only two Security Roles that can see the Organization Insights dashboard are the System Administrator and System Customizer […]

Tip #906: Pets are dangerous

Kyle the dog from Descpicable me

You move into a new CRM system and you found a cute new feature. You love that feature–it is your favorite feature, and you adopt it. I call these features “pet” features–features that are viewed as significantly more important than anything else in the application. Some examples I’ve seen in real-world deployment pets include Connections, […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #849: Adding Security Roles to Dynamics 365 Apps

App Security

One of the great new features of Dynamics 365 is the new App Designer.  (For a video review of the App Designer, take a look at Tip #799). The App Designer allows the customization of Dynamics 365 to create targeted experiences for user navigation based on job function or system areas of importance. For example, a “Sales” app […]