Microsoft AppSource offers Data Export Service for Dynamics 365. Using Data Export Service you can synchronize your Dynamics 365 Cloud Database nearly real-time to a specified Azure destination like Azure SQL Database.
This article explains how to Install the Data Export Service app onto your existing Dynamics 365 environment.
Whilst Dynamics 365 has evolved to an Enterprise grade solution, its Security Model still carries legacy from its earlier days as a CRM designed for SMB’s. I refer to the lack of an Out-of-the-Box solution to view records which are owned by Team Members; without giving access to an entire (sub)BU.
Dynamics 365 by default offers security on Organization, (Parent/Child) BU and User levels. Even though it is technically possible to have records owned by a Team, there is no default behavior that supports this.
Like most of us, on projects I sometimes bump into the limitations of default Dynamics 365 (CRM) functionality. Typically such limitations are overcome by bringing JavaScript and/or Custom FetchXML into the mix. However, this increases complexity and maintenance costs.
If you ever felt the need to display grandchild records in a Subgrid View, you must recognize this. In this post I will explain a non-coding alternative to commonly used solution directions as JavaScript and/or FetchXML.
Continue reading D365 – Display grandchildren in Subgrid without coding
