Tag Archives: Dynamics

What the heck is a reference panel?!

(Update) this seems to be old news because of this older post: https://community.dynamics.com/crm/b/crminogic/archive/2017/12/20/reference-panel-section-in-dynamics-365-v9-0    No navigation icons on the screenshots there, though.. hm..   While looking at the Health Care Accelerator solution earlier today, I noticed this strange navigation panel on the right: Have never seen it before, so I tried clicking some of those items. Lo… Read More »

Dynamics login errors

I see the error below relatively often, since it’s not extremely unusual to see a user that was created without giving that user any roles in Dynamics (or, maybe, that user was moved to another business unit and lost his/her roles in the process): The error is absolutely clear – we just need to assign… Read More »

What’s wrong with those security roles?

You know how security roles in Dynamics are duplicated for each business units, right? So you have a role in the root BU, and there is a copy of that role in each of the child business units. So what would you be thinking if there were a role in the root business unit for… Read More »

Development for Dynamics – how it evolved

  A lot has changed for Dynamics developers over the years. I was looking at this old post (well, 6 years old) by Gonzalo Ruiz, and I am still wondering what to make of it now: http://gonzaloruizcrm.blogspot.com/2012/01/setting-up-your-development-environment.html I think traditionally we had these 4 options when setting up the environments for the project (well, other… Read More »

Dynamics CE instance planning

  If you had different applications which could all be implemented in Dynamics (maybe different flavors of the case/contact management), how would you decide whether to put those applications in the same instance or whether to set up different instances for some of them? Not sure if there is a simple answer.. My colleague and… Read More »

Automated Deployment and Dynamics

  Automated deployment has always been a bit of a problem in the Dynamics world to say the least, and, of course, we hit exactly the same walls while working on the most recent project. Here is what we came up with – you might (or might not) find it useful.. In the core of… Read More »