Tag Archives: Dynamics

Using a Canvas app with Dynamics CE to upload an image

  You probably know that we can extend entity forms with the canvas apps – this feature has been in the preview for a while now: https://docs.microsoft.com/en-us/business-applications-release-notes/october18/powerapps/extend-dynamics-365-entity-forms-with-embedded-canvas-apps It would be interesting to find some useful application for this new functionality, so I figured why don’t I use it to add “image upload” area to a… Read More »

The twists of duplicate detection

  There is an interesting twist with the duplicate detection in Dynamics which kind of makes sense once you realize this is how it works, but it may not be obvious at first. Imagine that you have duplicate detection rules configured for a certain entity, and most of your users have business-unit access to that… Read More »

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 »