Posts in Category: dynamics 365

Fixing Document Management Problems in Dynamics365 and SharePoint

I’ve been working with a customer doing some SharePoint integration with Dynamics365 and when we went to do the first step (which is the simplest) of turning it on.  I then went to access the Document Management section of the Account entity only to find that it was gone and not there.

This was a bummer.

In working to get this back, there are two solutions I looked at, both worked.

Adding the Navigation Link

There is a great article here on how to add the Navigation link back in for Documents.  I had never done this before, so this was interesting to do.  The directions here are straightforward and easy to follow;

https://community.dynamics.com/crm/b/debajitcrm/posts/documents-link-missing-in-navigation-pane-even-after-enabling-document-management-in-dynamics-version-9-0

Adding a Document Viewing pane into a SubGrid on the entity Form

This workaround is a little more involved.  But I have

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Data Export Service with Dynamics365 – Gotchas

I had the opportunity to use the Data Export service in Dynamics365 a few weeks ago.  There is a good explanation of the service here and when the implementation is up and running it does a great job of synchronizing data between Dynamics365 and an Azure SQL database.

There were a few gotchas I ran into that I thought I’d write down.

Setting your Azure environment

The trickiest part of the initial implementation is setting up the connection to your environment.

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Dynamics365 Development Promotion Model

Following up on my previous post about how to best leverage the Dynamics365 platform, the second question I get asked a lot about it is – how do we promote this stuff between our different environments?

I.e., how do we get A to B without messing up C (or something akin to that logic).  Or rather, where should I deployed managed vs unmanaged solution components?

There are a variety of ways, but for each of the models I mentioned in my previous post (How much are you using your Dynamics Platform) here is what a simple model could look like.

dynamicspromotionRead More


How to Use the Dynamics365 Platform

Generally, when starting a conversation with a new customer about moving to Dynamics365, the first statement they always make is…

We don’t want to change anything and we want to use it as is.

Which runs completely counter to the inherent capabilities of this platform at large not too mention what their requirements are and what they want to achieve.

I get it – you bought a car – you love it, it does almost everything you want to do so you don’t want to change it, but guess what, if you want to keep using it for life and get the most out of it, you’re going to have to make some changes.

Same with Dynamics365, with this in mind, I put together the following diagram that I hope will help new customers

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Comments = Good

In case you were unsure about whether or not you should be doing comments in your JavaScript, C#, SQL or Powershell Scripts or anything else for that matter, let me help you out – Comments are good, you need to do them, there is no excuse for not doing them.

You don’t need to be overly verbose in what you write in you comments going into major/minor versions, date of creation, what the weather was, etc, etc, you do need to find a format that accomplishes one goal…

Communicate the purpose of what you are doing.

Many times I have heard the following responses;

  • If they don’t understand it, they shouldn’t be working on it.
  • I speak differently than most.
  • My code is written in a way that it speaks for itself and doesn’t

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