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
Microsoft Ignite March 2021 has brought many interesting announcements. In this article, I´ll cover some of the content delivered by @clamanna and @JulieStrauss3 highlighting the new enhancements coming in the Power Platform for Governance and Administration. What's new and what's next for the Microsoft Power PlatformEnhancing the Admin experience with Power Platform Governance The last … Continue reading Governance and Administration
What is the IP address used by your online Dynamics 365 or Microsoft Dataverse environment? If you are connecting from a plugin, a Custom API, a custom workflow activity or a Power Automate Flow to an external API, what is the public IP seen by that external system? Before answering those questions, why are we … Continue reading What is your IP?
⏲️ Time flies and the new release 2021 wave 1 is coming, are you getting ready? April 1st will be here very soon 🥳 https://dynamics.microsoft.com/en-us/roadmap/overview/ If you haven't done it yet, you can find all the details about the new changes in the release plans: https://docs.microsoft.com/en-us/dynamics365/release-plans/ Once you have got familiar with the release notes, … Continue reading 2021 release wave 1 coming soon
Our expectations are every day higher and more demanding. This is also reflected in our personal and business software applications. How long has Instagram been down this year? When was the last time your CRM system was not available? Have you had any payment delayed recently? How much or how long are you willing to … Continue reading 99 Vs 99.999
Identity, Governance, Privacy, Compliance. These words are not the typical ones that I would use in my technical posts, however they are behind the implementations and projects many of us take part in. Microsoft has made a huge effort to consider these attributes in their Azure cloud platform. As I have been learning and reading … Continue reading Identity, Governance, Privacy, Compliance
In my previous post, I introduced the new Automatic Record Creation rules in the Customer Service Hub app. In this new post, I'm going to expand this topic to use conditions and actions. This will allow us really to generate other records and I'll show you an example to group emails by case. I have … Continue reading [email-IV] Automatic Record Creation Rules actions
