Only someone as thorough as Feridun “Best Twitter Handle for CRM MVP” Kadir would spend their time analysing changes in the new (July 2017) edition of Dynamics 365 Enterprise edition Licensing Guide. As it turned out, it was a very good idea. Until now, one could purchase just a single Team Member license, and get […]
Tip #962: Microsoft Portals Source Code Is Available
After a very short private preview program, Microsoft has just made the source code for the Dynamics 365 Portals available on the Microsoft Download Center. We’ve already reviewed the topic on the podcast but this milestone is quite significant to deserve another discussion. tl;dr One-off release of portal source code is available for download. If […]
Tip #956: Encryption error when configuring Dynamics 365 for Outlook
You try to configure Dynamics 365 for Outlook (legacy Outlook Client) against a sandbox organization that has been copied from production, but when you do, you get an encryption error. This error can be caused by restoring a copy of a production environment that has data encryption enabled and not restoring the encryption key. If […]
Tip #947: Video Guide to Working with Activity Feeds and Auto Post Creation
In this video we look at Dynamics 365’s Activity Feed feature. We walk through how to configure Auto Posting at an Entity level, as well as how to enable the specific rules. In addition we explore how to create a workflow to handle creating rules that are not available by default. Give us your feedback, […]
Tip #946: Online Management API for Dynamics 365 Customer Engagement is here
Today is a good day if you care about development, and ALM in particular. I’ll be paraphrasing Matt “SDK Deity” Barbour in this post but the news is too big to spend time prettifying it. What is it? It’s a REST API that lets you create and manage Customer Engagement instances in your Office 365 […]
Tip #943: Upgrading development environment to Dynamics 365 On-premises
Today’s contribution is “an old school on-prem tip” from Brian Illand. Despite the marketing hype around Dynamics 365 being a whole new product, remember that it is a ‘minor’ upgrade from Dynamics 2016 to Dynamics 365 On-Premise. Dynamics 2016 is v8.0/8.1 and Dynamics 365 is Version 8.2. So, ‘theoretically’, there is a lower than usual […]
Tip #938: Talent is now generally available
Microsoft Dynamics 365 for Talent is now generally available (GA). Visit https://www.microsoft.com/en-us/dynamics365/talent and sign-up for a free 60-day test drive of Dynamics 365 for Talent. Dynamics 365 for Talent is quite important from technical perspective – I believe that it’s the first fully-fledged app built entirely on CDS platform. The first drop may not deliver […]
Tip #935: Notifications for Dynamics 365 Online service updates
The following clarifies how and when users of Dynamics 365 Online are notified for service updates, such as patches and hotfixes. Notifications are not sent out for regular maintenance activities on servers, like security patches or OS updates, as there is no impact on the customer, their orgs or their environments. Notifications are sent out […]
Tip #931: Too Few Business Units
In Tip 917 we talked about what happens if you have too many business units in Dynamics 365. But what about the opposite — can you have too few business units? If you are implementing Dynamics for a single group, it is common to only use the base business unit for all users. “We don’t […]
Tip #930: Important changes to the Voice of the Customer installation process
A new version of the Voice of the Customer solution was recently released (v.9). The new solutions introduces some changes in the way the solution authenticates with CRM to improve security. To start the installation of the solution, the admin should log in to the Dynamics 365 Administration Center portal in Office 365. In the Administration Center portal, click on the […]