Dynamics 365 has brought with it a new and amazing feature called the 'Relationship Assistant'. It is part of a preview feature (unsupported and US only) called 'Relationship Insights' which promises to bring some amazing productivity tools to the Dynamics 365 platform.
Relationship Assistant shows... [More]
Happy 2017! This new year promises to be really exciting in the world of Dynamics 365. The spring release is going to be a big one for developers and I'm really looking forwards to it.
In the meantime, I've released a new beta version of the Ribbon Workbench that includes the following features:
If you've moved to Dynamics CRM/365 Online then the likelihood is that you've come up against the limitation of not being able to query the SQL database directly to perform more complex reporting or for custom integrations. Many on premises deployments rely on querying the backend databases and in t... [More]
What is great to see with Dynamics 365 is the concept of the Application User. This means that subscribing systems can be connected to external systems using a 'Service Account' style user rather than the previous technique of providing username and passwords.
One of the knock on effects of this is... [More]
This is question on the lips of many after the recent Dynamics 365 anouncements.
Watch my short video to see how Dynamics CRM sits alongside the Common Data Model: https://youtu.be/fYIPXx9zjj8
If you have tried to install Project Service recently you might have found that it's disappeared from the 'preferred solution' list in the Office 365 admin portal. So where has it gone?!
Although the CRM Online Help hasn't yet been updated to reflect the fact, it has now moved to the recently relea... [More]
Since the release of the Ribbon Workbench 2016 I am in the process of updating the documentation to reflect the new user interface.
This video series on mastering the Ribbon Workbench 2016 will take you through from installing to performing advanced customisations.
Part 1 - Downloading & Ins... [More]
I'm pleased to announce that in addition to the managed solution that you can install inside Dynamics CRM, the Ribbon Workbench 2016 is also available in the XrmToolbox (if you hadn't already noticed!).
When you open the XrmToolbox you will see that there is the Ribbon Workbench available for downl... [More]
Ever since Microsoft's announcement in 2005 of the 'Dynamics' brand, the strategy (code named 'Project Green') to homogenise the range of ERP products together into a single technology has been all but been forgotten. This has largely been due to Microsoft's investments in 'mash-up' technologies suc... [More]