Workflows are extremely powerful. Especially when used in combination over several Entities. Unfortunately when doing so, infinite loops often become a blocking issue. Fortunately by bringing flags into the mix, we can prevent such infinite loop situations.
Author: Ronald Hulshof
D365 – Install Data Export Service
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.
D365 – Team Owned Entities
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.
D365 – Display grandchildren in Subgrid without coding
Continue reading D365 – Display grandchildren in Subgrid without coding
“No problem can be solved from the same level of consciousness that created it.”
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