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One of the great things about Microsoft Dynamics 365 is that it can be configured to meet YOUR company's needs. How are you configuring your Dynamics system? Do you struggle with choosing the proper type of component to use when configuring your Dynamics 365 system? Do you often ask "What is the best way to do this" or “What is the right way to do this”? Do you have a "go-to method" that you use because it's "what you know"?   Join our webinar on Thursday, April 11th at 11:00 AM ET CLICK HERE TO REGISTER!   In this webinar, we will discuss different business scenarios and explain when and why to use Business Rules vs JavaScript vs Workflows ...
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Here on D365UG/AXUG, you can control what information shows to others on your D365UG/AXUG profile! Reviewing your D365UG/AXUG profile privacy settings periodically will allow you to understand what information of yours is viewable on our site and allow you to protect your information. To access your privacy settings, go to your D365UG/AXUG profile and click on MY SETTINGS>PRIVACY SETTINGS. What are my Privacy Setting options? You can set your information to four different settings: Public: This will allow anyone, even those who is not logged into D365UG/AXUG, to view this information Members Only: This will only allow people who have a D365UG/AXUG ...
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The merger of CRM and CMS is one such magical occurrence. And portals make it even better. You can connect with your customers and manage their data by having control over it. It makes customers happier and enables agencies to work with better efficiency. Being one of the popular portal providers for Dynamics CRM, people often come complaining to us about the cost of Microsoft Dynamics CRM Portal.  Let’s check out some of the features of our Dynamics CRM Portal and the benefits it can render you with: Easily Configurable & User-Friendly Dynamics CRM Customer Portal with the intent to extends the basic functionality of MS DynamicsCRM and make ...
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There are a couple questions I get/issues I see quite often around setting up security in the D365FO user interface so I figured I would make a post around things to watch out for. Security is still hierarchy based, and needs to be created in that way One of the things I’ve seen done quite often is a user trying to set up security where they assign just the access type to an object that a security layer should have (so assigning just Create like in the scenario below). If this is done, when the user tries to use this access later on they will get a permission error. The reason for this is that the user only has Create permission but not Read ...
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The Microsoft Dynamics 365 Release Notes for the April 2019 release have arrived - CRM nerds rejoice! The Business Applications April 2019 release bring some enhancements and updates to the  Dynamics 365  platform which promise to deliver significant capabilities to transform your business. It's important to note that deployment of some of these features in the "April 2019" release actually happen anytime from April through September 2019. Dates and features are subject to change as well. For those of you who don't feel like spending a few hours reading through the entire notes, I've summarized some of the updates/changes/enhancements below. Without further ...
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D365 Finance & Operations Entity Store on Azure Data Lake We are aware of BYOD or Bring your own database option which was quite a big deal when this feature was initially released in Dynamics 365 for finance and operations on 2016. It is a good option for customers to bring finance and operations business data into their own Azure SQL database. Administrators can schedule data entities export to one or more Azure SQL databases by full or incremental refreshes including rich scheduling capabilities all configurable from the Data management workspace.  Reporting was then made easy by connecting to the database directly. One of the draw back though was that ...
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The Extensible Data Security (XDS) framework is a feature in D365FO and AX 2012 that allows users to supplement role based security and allow access to tables to be restricted by a policy. This feature was an evolution of the record-level security that existed in previous versions of Dynamics AX. In simple terms, XDS is placing a WHERE (or ON) statement on any SQL SELECT, UPDATE, DELETE, or INSERT statement done to a table based on parameters from another related table. Data Security Policy Concepts Before we jump into how the functionality works we need to have an overview of some of the concepts and terms. In the below terms I’m going to use the example ...
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Have you had trouble in the past few days with your Chrome users having to rename the files they download? This is a known bug in Dynamics exposed by a recent update in Chrome. It can be easily resolved by having your users rename the download file, but I have made it a little easier and have written a Chrome plugin for you that will automatically rename download files start start and end with `'`. Click the image or link below for the extension that will resolve this issue for you and your users automatically: Dynamics CRM File Download Fix If you've enjoyed this, please leave a comment or "Like" this post. Thanks! Nick
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CustomerSource Technical Support Entry Decommissioning. Microsoft is working to modernize the support experience for Microsoft Dynamics customers. As part of this change, we will be removing the ability to create and view technical support requests in CustomerSource. This change will go into effect on March 15, 2019. After March 15th, customers will be redirected from CustomerSource to create and view technical support requests. For online products, there are redirections to the specific product experiences for Dynamics 365, Azure and Office. For Dynamics on-premises products, customers will be redirected to   support.microsoft.com​ . This change ...
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You’ve got it. Microsoft finally resolved your extensibility request and that enum, which was preventing you from removing all your overlays, is now extensible. You’re bursting with enthusiasm. Plus extending an enum is so easy. Your Dynamics 365 Finance and Operations (D365FO) solution will be in the extensions only world in a minute. I can imagine a broad smile on your face. I apologise for breaking that magical moment. But I must bring you back to reality and say that if you have a database which is already using the overlayered enum values, there are some precautions you will have to take to ensure you don’t end up with corrupted data after the data upgrade. ...
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Recently, I helped a CRM Developer learn how to embed a view of his Audit History directly into his form. Keep reading for a step-by-step process explaining exactly how this is done and find a code sample you can download and use to power the same behavior inside your entity forms as well. First, let’s look at what we’re inserting. Our view of the audit history will be the same view that you see when you select Audit History from the Form Navigation. If you’re using v9, it looks like this: Now that we’re on the audit history page, let’s take a closer look at how this is displayed. If you use the Developer Tools for your browser, you’ll find that this ...
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Chrome Error when “Export to Excel”  Workaround #1 Chrome, with the release of version 72, recently messed up our experience when Exporting to Excel.  This problem may be around for a while, so here are some workarounds you can use. Choose the “Tools” icon on your Chrome browser When you click on the three small lines (tools icon), you’ll see a dropdown box appear. Click on “ Settings ” and you’ll see a new page pop up in your Chrome browser window.   Scroll to the bottom and choose “ Advanced ”.  Click the won arrow Scroll to a section called “ Downloads ”.  If you see “Open certain files ...
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"IT is constantly changing - with no signs of slowing down. It is impossible for one person, even dedicated on a specific product, to know everything. Having an environment like UG Focus enables users to step back and focus (hence the name) on the things they do not have time to pick up during the day-to-day. It’s knowledge that can be put to use their first day back." - Scott Morley, Principal Application Architect at OneNeck It Solutions User Group Focus   is a deep-dive, educational conference dedicated to the success of Microsoft Dynamics 365 for Unified Operations & Dynamics AX users. The User Group Focus Programming Committee is comprised ...
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I am excited to be able to deliver my "Portals Jump Start" class at the UG Academy in Amsterdam on March 25-26th. As businesses grow in their use of Dynamics 365 and the Power Platform, there is always the need for these businesses to serve their customers on a 24 x 7 basis.  While technology advancements like PowerApps and Flow help empower the staff at these organizations, Dynamics 365 Portals provide an interface for external stakeholders and an important component in building a complete business application. Portals will continue to be an important pillar in the Power Platform.  The April '19 release notes highlight that Portals will soon be available ...
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In AX 2012 you had the ability to use Active Directory groups to help manage security within the application. The basic setup behind this was that you would: Create an AD group and put in the AX users you wanted to be controlled by that group Create the AD group within AX, that group would basically act as a user within the application Then create the users of that group as users within the application but assign them no security other than the System User role Configure the security for your AD group within AX, now anyone assigned to that group would automatically get assigned the roles assigned to that group Here is a great overview of the ...
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User Group Focus for Power Platform: Power BI, PowerApps, and Flow Content   By   Sue Whitney   posted   12 days ago        0   Like User Group Focus for the Power platform (includes Power BI, PowerApps, Microsoft Flow) March 13-14, 2019 in Houston, TX  In its fourth year,   User Group Focus for the Power platform   is heading to Houston, TX this March 13-14. This immersive event offers 90-minute, multi-level sessions on PowerBI, PowerApps, and Microsoft Flow. All sessions are deep-dives, presented by technical and functional experts, MVPs, and Microsoft team members. ...
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I hate to say it, but your system performance depends on many things. Here is my check list of possible issues, ranked from most to least likely (in my humble opinion): Synchronous workflows and plugins - You could test this (in a sandbox) by deactivating them and see if there is a difference in performance. Check your Settings/System Jobs to see if you have a lot of activity in there (especially failures). If you have years worth of system job data, I highly recommend you set up scheduled Bulk Record Deletion jobs. Data duplication rules – how many published rules do you have? Turn them off and see if there is a difference. Browser plugins (including ...
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With the push in D365FO for automating everything from deployment to servicing to testing one of the questions I’ve heard numerous times is how do you perform/is it possible to perform automated role access testing? This comes into play for a number of reasons: With the quick releases of Microsoft D365FO I need a way to quickly ensure that my custom roles have the correct access even after updates I want to validate that the combination of roles have access to a specific table or field that allows a user to perform an action I want to validate that specific roles have access to custom objects I want to validate that the table permission framework is ...
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"The intent of Focus is to provide that more in-depth functional or technical content. As such, attendees can pick areas they want to learn more (or are passionate) about and hopefully use this as a springboard to continue that journey forward." - Scott   LeFante, Sr. Solution Architect, Hitachi Solutions America User Group Focus   is a deep-dive, educational conference dedicated to the success of Microsoft Dynamics 365 for Customer Engagement & Dynamics CRM users. The User Group Focus Programming Committee is comprised of volunteers who worked diligently to create the final schedule. They determined the most relevant and useful session ...
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In the past, I’ve written about the   Table Permission Framework functionality within D365FO   but recently I’ve had numerous examples of this causing D365FO users issues when setting up security. Because of this, I wanted to write about it again to explain how the feature works, how to troubleshoot security errors caused by the TPF, and how to remediate it. Table Permission Framework (TPF) Overview As a recap TPF is used to provide an extra layer of security to your high business impact data (credit card numbers, social security numbers, etc). It is an extra check that the security framework does that requires that the user has been granted explicit ...
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