Dynamics CRM

[Best Practices] Dynamics 365 Release Management

If you are a technical or functional consultant working for a partner or developer working at a client site, at some point in your career, you may be asked to perform a production deployment. Depending on the size and the

Managed or Unmanaged – How to decide which one to choose

The question was asked again and again over the years. “Should we use Managed or Unmanaged solutions in the Production environment?”. Many articles were written with different opinions. Many discussions have taken place in forums and social media. Yet, we

[How To] Add Emojis to Schedule Board Booking Cells

Emojis.. They are everywhere… Facebook, Twitter, WhatsApp and tons of other social networking and messaging app users use them daily. It’s fun and effective way to share emotions 😀🤣😡🤬😔🙁😬😰, food and drinks 🍕🍔🍎🥑🥥🍉🍌🍹🍻, travel and places 🚲🚑🚒🛩️🚀🏭🏜️, symbols 🛑✅🕔❤, and more. But are

[How To] Add Work Hours Form into Unified Client Interface (UCI) Form

In a previous post, I demonstrated how to add the Schedule Board into Unified Client Interface (UCI) App or Unified Interface (UI) App. Microsoft is working hard to get UCI feature parity with Web UI but some important features are not

[How To] Reconfigure Dynamics 365 Portal

Problem: Recently, I had to reset one of the sandbox Dynamics 365 instances. The Dynamics 365 Portal instance configured for the previously mentioned Dynamics 365 instance stopped working after the reset. Solution: To resolve the issue, I had to reconfigure

[How To] Clone Unified Client Interface App

— Important Update – 2021/05/05 — Microsoft product engineering team has identified that using this method has caused some systems to have blocking solution upgrade issues. Reason (Provided by Microsoft): “Navigation settings can only be used by our first party

Dynamics 365 Portals – Liquid Templates – Part 3 – Retrieve Data using FetchXML

In Part 1 of this series I discussed the basics of Liquid Templates and walked you through how to create a simple Web Template using Liquid Template Language. In Part 2, I discussed how to retrieve data using Liquid. Dynamics

Dynamics 365 Portals – Liquid Templates – Part 2 – Retrieve Data

In Part 1 of this series I discussed the basics of Liquid Templates and walked you through how to create a simple Web Template using Liquid Template Language. Dynamics 365 Portals – Liquid Templates – Part 1 – Hello World!

Dynamics 365 Portals – Liquid Templates – Part 1 – Hello World!

Dynamics 365 Portals is a Software as a Service (SaaS) portal natively integrated with Dynamics 365. This is a great addition to Dynamics 365 to provide customer, partner, or employee portal capabilities. Since it’s a SaaS product, developers won’t get

CRM Saturday – Australia

CRM Saturday – Australia I am excited to officially announce, Australian Microsoft Dynamics 365 (CRM) Most Valuable Professionals (MVPs) and Australian Microsoft Dynamics 365 User Groups are bringing CRM Saturday Conference to Australia. What is CRM Saturday? CRM Saturday is

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