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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.

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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.

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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!

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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.

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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

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Programming

Customization

BI

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)

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Customization

Dynamics 365 offers the possibilities to export data to Excel file. Check this article to have an overview on this feature.

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First Step

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.

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First Step

Customization

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.

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Tutorial