In this episode (sponsored by Kingswaysoft), hosts Britta Rekstad and Matthew C. Anderson discuss the use of SharePoint document libraries with Dynamics portals. Discussed on the show Why would you want to enable this?Where does the question come from?What’s required for prerequisites to even consider doing this?Configure server based authentication for SharePoint: https://youtu.be/k4MwmqMvM3sPortal configuration: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/manage-sharepoint-documents What’s the […]

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On today’s episode (sponsored by D365UG/CRMUG), Britta Rekstad and Matthew C. Anderson discuss date fields in the Common Data Service for Apps and the considerations for PowerApps and Dynamics 365 configuration. Discussed on the show The default behavior for new fieldsDate field optionsTime Zone offset, UTC date and timeTime in date-only fieldsMatthew’s first mistake with […]

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In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the Power platform from the perspective of people with a background in Dynamics CRM / Dynamics 365. Discussed on the show Makers / Citizen Developers / AdminsMatt’s Maker experience at MicrosoftMatt’s PowerApp-Launching Bookmarklet project on GitHubCommon Data Service (for Apps and Analytics)The Common Data […]

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In this episode (sponsored by mscrm-addons.com), hosts Britta Rekstad and Matthew C. Anderson discuss the easy to use (non-developer) methods to get data into Dynamics 365 Customer Engagement and the Common Data Service for Apps. Discussed on the show Import methodsFile typesImport processWorking with exceptionsRelational data import What’s on your mind? Have a question you’d […]

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In this episode (sponsored by D365UG), hosts Britta Rekstad and Matthew C. Anderson discuss the modern auditing capabilities in the Microsoft Business Applications platform. Discussed on the show XRM ToolcastAuditing – historyGDPR and its influence on auditing/loggingCompliance centerprotection.office.comInfo on docs.com a.k.a. docs.microsoft.comUser adoptionLeading indicators for Business App value What’s on your mind? Have a question […]

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In this episode (sponsored by CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XrmToolBox Tools. Discussed on the show Revisit “What is XrmToolBox” Using community tools Iconator Dynamics icon sizes/formats Matthew’s blog & video about “Area” images Finding Icons https://www.flaticon.com/ https://www.iconexperience.com/m_collection/ Bulk Workflow Execution Usage patterns for bulk workflows Minor correction: Excel export […]

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In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss cascade rules for entity relationships in Dynamics 365 and model-driven PowerApps. Discussed on the show What are cascade rules? Default behavior you should review Types of cascading Modification & restrictions Where the magic happens What’s on your mind? Have a question […]

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