Have you noticed that some security roles have been assigned to your Dynamics 365 users unexpectedly? During the last year, we've had a couple of incidents due to the same. Some of the predefined security roles were assigned by the system and this was breaking our initial design. Now there is a solution for this. … Continue reading Unexpected security roles
Imagine you have an external system pushing some customer data to your Dynamics 365 environment overnight and sometimes it requires longer than an hour throwing a 401 error. In this article, I'll describe how you can extend the lifetime of the access token used to connect to the Microsoft Dataverse API in order to resolve … Continue reading Extend access token lifetime
Now we can use Microsoft Dataverse Custom API within real-time workflows ("the classic ones"). This is a nice surprise that I've noticed this week while developing a custom API. New "Enabled for Workflow" option in Custom API Notice the new option "Enabled for Workflow" in the Custom API form. To use this new feature, you … Continue reading Custom API Enabled for Workflow
Before I started working with Dynamics CRM 3 and 4 back in 2008, I was a .NET developer. So working with plugins ("those Callouts in CRM 3.0"), custom workflow activities and client extensions (HTML, JavaScript) was relatively "familiar" for me. So that I decided to focus on my weakest part: what is the CRM application, … Continue reading PL-400 Power Platform Developer
Back in March I took the exam MB-200 Microsoft Dynamics 365 Customer Engagement Core when it still was a beta version. For a while, I forgot about it because the results won't be available until the certification was fully accesible. Recently, I wonder what happened to it, I checked my Microsoft certifications profile and I … Continue reading MB-200 Microsoft Dynamics 365 Customer Engagement Core
This week I took part in the Standard Chartered Great City Race as part of the Investec Team. It was already a while that I hadn't participated in any charity and competition event and I really enjoyed it. 146 Investec colleagues took part at the Standard Chartered Great City Race The purpose of this 5km … Continue reading Great City Race
This week we have enjoyed with the Dynamics Virtual Camp organised by the Spanish D365UG Community. On Monday, my colleagues @VanesaGC_Flow, @dbalaguer and myself (@RamonTebar) delivered a session to explain and demo the new features coming this year in Microsoft Flow. As part of the presentation, we prepared the following map to summarise the new … Continue reading Microsoft Flow 2019 features map
Today you can find three Common Data Service (CDS) connectors in the Microsoft Flow platform (https://flow.microsoft.com). Which one should I use? Microsoft is making an amazing progress on this platform to add new features and improvements. This is probably the reason today we have those few options. Number 3 is very easy to recognise because … Continue reading Microsoft Flow CDS connectors
Last week @MarcoAmoedo and I delivered a presentation for the Dynamics 365 User Group in Spanish (@d365ugespanol ) where we described the auditing capabilities of the Dynamics platform from its origins until today. During this presentation, among other features, we showed how you can use Activity Logging to enrich the auditing information for read and … Continue reading ¿Quién hizo Qué?
Hiding the out-of-the-box buttons "Excel Templates" and "Word Templates" is a usual requirement in many Dynamics 365 Customer Engagement projects. These buttons are, by default, in all entities and ribbons. What is the quickest and cleanest way to hide them? Security Roles. If you don't need the document functionality or the documents are generated by … Continue reading Hide Word Templates and Excel Templates buttons
