All Articles

Charts in Dynamics 365 are a graphic representation of data from multiple records of an entity. The data comes from a view – meaning it can be filtered data – and enables users to understand key performance metrics of their business in real-time

Tags

Customization

BI

Reporting

In previous releases of Dynamics 365 or Dynamics CRM, users couldn’t enter data directly in lists/views or subgrids. They had to click the record to open it in a form, edit the data, and then save, which required multiple clicks. Editable Grids give users the ability to perform in-line editing directly from a list or sub-grid

Tags

Controls

Customization

PCF

Insights Cards give a new way to display data in a formated and universal format. Available within a click for Dynamics 365 and usable with Power Automate, those cards can help Dynamics 365 users to be more productive than ever. And you can even create your own cards!

Tags

Interactive Dashboards have been released with Microsoft Dynamics 365 V9. Interactive Dashboards are like the regular dashboards in Dynamics 365, but with some improvements like field-filters, time-spanning filters, real-time data updates, count-aggregates and integrated quick actions for records.

Tags

Customization

Reporting

BI

The calculated fields contain a calculation composed of other fields and operators to combine the fields. The fields can come from the current entity or a related parent entity

Tags

Customization

A Virtual entity is a custom entity in dynamics 365 Customer Engagement that have fields containing data from an external datasource. For the user, the virtual entity is displayed in your app like a regular entity but contains data that is sources from an external database. This article will focus on how to configure and use these Virtual Entities.

Tags

Deep Dive

Tutorial

When adding a field to a form, Dynamics 365 offers some out-of-the-box controls. Depending on the field type, the control improves the user experience by changing how to interact with the field. Each control is dedicated to a single feature.

Tags

Controls

Customization

Tools

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!

Tags

Customization

Deep Dive

Security

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.

Tags

First Step

Customization

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

Tags

Programming

Customization

BI