Security roles in Microsoft Dynamics 365 are a matrix of privileges and access levels for the various entities. In this article, we will deep dive into the specifics of this essential component of Dynamics 365!
The Ribbon Workbench for Dynamics 365 is a tool developed by MVP Scott Durow to simplify the manipulations on the CRM Ribbon. It comes with a rich GUI that offer all the possible options regarding Ribbon modifications.
For some projects, you will need that developers can use dynamics365 APIs but you can't create them credentials to do it. In this tutorial, we’re going to see how to generate a secret key to connect dynamics CRM APIs.
FetchXML is a query language used in Dynamics 365 and in the Common Data Service. It’s expressed in an XML format with some aggregation capabilities, like sum, average, or total. This language supports filters upon the main entity but also filters upon linked entities
Currency is a type of field in Dynamics 365. It’s used to stored monetary values. When creating a Currency field, Dynamics 365 will in reality create two fields behind the scenes. For example, if the new field Amount is created on an entity, two fields will be generated: Amount and Amount (Base)
The main language used to develop custom component (plugin, …) for dynamics 365 is C#.NET. It could be very useful to have access to the dynamic 365 instances with code in order to test part of code for instance. Let’s see a little piece of code which can be very helpful. In this tutorial, we’re going to see how to do with C# language.
Dynamics 365 offers the possibilities to export data to Excel file. Check this article to have an overview on this feature.
Option sets are a list of choices that are displayed by using a drop-down menu during data entry. Option sets help streamline new record creation and standardize data entry, and they are best suited for a small set of standard short terms rather than long list of complex entries.
A lot of developer is using postman to test webservices. Let’s see how to connect to dynamics 365 via postman using an identification token in order to test webAPI requests. We must have access to Azure Active Directory in order to configure the connection.