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Dynamics 365


Efficient Searching Techniques Through Modern Search in Model-Driven Apps

With the publishing of the Power Platform 2021 Release Wave 2 plan, we learned that Modern Search (Relevance Search) will be the only global search option for users in a production environment. This is expected to be automatically enabled by default for all production environments with the release of the Wave 2 updates.

Eli Rodriguez by Eli Rodriguez

Power Platform and Dynamics

Had a great conversation last week on Power Platform, Dynamics, and Dataverse as a uniting capability between them.

Nathan Lasnoski by Nathan Lasnoski

Microsoft Dynamics 365 Wave 1 Search Updates

Over the years, I have been asked by many clients how to base an entity search on the view that the user is actively using, versus having the search be based on the quick find view setup by admins. Well, there is finally a way (with some limitations).

Nicole Williams by Nicole Williams

Microsoft Dynamics Unified Interface – Transition Learnings

Over the past few months, we have helped many companies with their transition to the new Microsoft Dynamics Unified Interface. As we have been executing these transitions, I’ve discovered it is not always as straight forward as you might expect. Microsoft offers some out-of-the-box model-driven apps that can be utilized, however in my experience, creating a custom app and redesigning the navigation, forms and other areas within Dynamics really provides the best possible user experience tailored to a client’s business.

 

Nicole Williams by Nicole Williams

SSIS Integration with Dynamics CRM

SQL Server Integration Services is a component of the Microsoft SQL Server database software that can be used to perform a broad range of data migration tasks. SSIS is a platform for data integration and workflow applications. It features a data warehousing tool used for data extraction, transformation, and loading. 

Ajay Ravi by Ajay Ravi

Entities in Dynamics

In my previous blog I showed how to create a solution in dynamics 365. So, the next step after creating a solution is to create or use an existing entity and customize it as per the business needs. Customizing entities includes adding fields, changing the forms, creating custom entities etc. In this blog, we will see how to create a new entity and to modify an existing entity.

Ajay Ravi by Ajay Ravi

Solutions in Dynamics 365

Solutions in Dynamics 365:

A solution is a bucket where we can store all the customizations of a particular project. Creating a solution helps the user to move the changes from one environment to another. We can use solutions to extend the capability of Dynamics 365. There are basically three different types of solutions: System/Default, managed and unmanaged.

Ajay Ravi by Ajay Ravi

Introduction to Customizing Dynamics 365

What is Dynamics 365?

Dynamics 365 is a business model that allows multiple apps to work together seamlessly to provide cloud-based solutions for customers.  All businesses have certain business needs, whether it's financials, reporting, different types of situations that come into there.  So what the Dynamics 365 platform allows you to do is really deploy more customized solutions that fit your target business as opposed to having to try to fit them into one container based upon your individual needs.

Ajay Ravi by Ajay Ravi