Calculated Fields : Deal with this usefull field
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
Virtual Entities, a powerfull feature of Dynamics 365
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.
Auto-Complete control in Dynamics 365
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.
Deep Dive : Security Roles in Dynamics 365
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!
First Step : A simple reminder on Ribbon and Ribbon Workbench
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.
FetchXML, an overview of this essential syntax
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 Fields overview, how to configure
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)
First Step : Overview on export data to Excel within Dynamics 365.
Dynamics 365 offers the possibilities to export data to Excel file. Check this article to have an overview on this feature.
First Step : Overview of Options Set field in Dynamics 365
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.
Tutorial on how to connect step by step to D365 with Postman
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.