Posts in Category: dynamics 365

Alternate Keys in Dynamics

In CRM 2015 Update 1, a new concept for allowing a field to be listed as a primary key outside of the traditional Guids was introduced called Alternate Keys.  I had not had a chance to use this feature in-depth so thought this would be a great opportunity to dig into it.

The concept itself is pretty simple – you are integrating Dynamics with another system that has it’s own setup of Primary Keys why not replicate those Ids in Dynamics.  If you are deploying a greenfield solution with no integrations to other systems, you’ll probably never use this feature.  However, if you have a complex synchronization solution between many line of business solutions where an entity in Dynamics could actually represent 5 disparate resources throughout the rest of your organization,

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Dynamics365 is not a Database

Yes, it has a database that stores all of it’s information within it, but it is not a database.

Similar to Skype For Business and SharePoint that have databases to store all of it’s configuration models and user data within it, they are not referred to as databases.

Over the years I’ve been asked many times to take a customer’s existing database model and map it to Dynamics – i., pick up and replace.

This generally leads to a back and forth on how this should be done as we discuss legacy information, schemas that no longer apply or are used and features that can simplify the overall implementation of the schema.

I think part of the reason for this is the readability of the Dynamics schema whereas something like SharePoint

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Creating Your Own Business Unit

Business Units are one of those dicey concepts in Dynamics where if done right – they make sense and are of big value to your implementation.

But when done wrong, they can be a black hole that makes your life very hard to recover from.

When discussing with clients why they need a business unit there are a few things I generally look for;

  • Do you have groups within your organization that need to keep their data separate from one another?  The best example being a parent company with subsidiaries which need to use the same system but cannot see each other’s data (because they are partners).
  • Are you trying to do implement security with a Business Unit (i.e., what people can and cannot do?).  If so, you should look at security roles.

Generally, when

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Do you still Customize the Default Solution?

Since the introduction of the solution framework in CRM 2011 (and now Dynamics365), I have not customized the default solution and find no value in doing so going forward.

Apart from their deployment and product shipping functionality, solutions provide a container where I can specifically look at what I am customizing and am working on as it pertains to my own entities.  Whether it is an unmanaged solution in Production or Development (hopefully not in Production), at the very least I have a container that takes me two minutes to create that nicely encapsulates all the changes I have made.

With the Default Solution, I see the world, everything that is in it and everything that is a part of it.  If I were to step away from this solution for a

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Default Solution and Publisher Ids

In writing my last post on Creating your own Dynamics Publisher, I stumbled across the below information on the default solution and publisher Ids within Dynamics.

Both, the default solution and publisher are the same Guids across all Dynamics environments.

DefaultPublisherId  – {d21aab71-79e7-11dd-8874-00188b01e34f}

Furthermore, you can access the Default Solution Id (consistent across all environments).

DefaultSolutionId – {FD140AAF-4DF4-11DD-BD17-0019B9312238}

I did a quick validation between an on-premise CRM 2015 tenant and my online Dynamics instance and both lined up.

Reference: https://msdn.microsoft.com/en-us/library/gg328257.aspx

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