Posts in Category: uncategorized

The Simplest Dynamics Feature Request

This post is going to have no code and might sound a bit preachy, but I have to get this off my chest because it keeps rearing it’s ugly head.

The new features existing and coming into Dynamics365 are great.  I’ve been spending the last few weeks catching up on some sessions from last year’s Ignite and working with some new features I haven’t had much time for in the past six months.

They are all great and you can see a direction the product is entering.

But here I am, working with a customer to increase their level of adoption with Dynamics inside their company (some rogue groups, it happens, we’ve all been there) and the one thing they ask for…

Can we setup default dashboards for users, groups or teams?

Can we default

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Dynamics365 App Designer – External URLs

I was working with the App Designer this week in Dynamics365 and ran into an issue where I had created a second area in my sitemap but when I went to look in the app itself, I wasn’t able to see it.

If you’re not familiar with where Areas appear in the new Apps view, your second area will show in the bottom left corner (it’s a little hidden but it’s there).

areas.PNG

In my scenario, I had an Area called Tools, but when I went to it I only had one item showing, even though in the designer, I had two and they had all passed validation checks.


Azure Configuration Settings

If you’re still doing configuration in web.config files for your Azure services, it’s time to try something new and leverage something that has been there for quite some time – Application Settings.

In your Azure Portal, you will notice a section called Application Settings.  Within this section is everything you need to configure your application.  If you have some custom configuration data in your web.config file, a simple way to rely less on the web.config (and make your end administrator’s job a little more easier) is to expose these configuration values via Application Settings.

The process to create a new Application Setting is straight-forward, create the setting, add the value. (In this case I created a key called Tool).

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Creating you First Azure Database

If you’re still creating databases locally for all your development and testing needs, it’s time to give yourself the kick you need to start doing things a little differently and learn something new in the process.

Going to Azure isn’t as complicated as you think (if you start small).  If you’re worried about costs, there are tons of credits floating around to make the learning cycle quick and painless.

First, setup a Resource Group, for a listing of all Azure related terminology, check here.  When you’re done doing this, navigate down to SQL Databases and create a database server (a URL) and whatever associated database you want to go along with it.

In my portal view, this looks a little like this where I now have a server and a database.

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Dynamics365 Alternate Keys and UpSert

Using Alternate keys is an easy way to stop doing pre and post checks for whether you can insert data into Dynamics.

Before you had to do a check behind the scenes for whether an “Id” existed and if not go and insert it.

Now using the “Upsert” pattern in Dynamics, you can accomplish this task in one method call using an alternate key.

At’s it’s most simplest implementation, I created a custom entity and a field (wholenumber) that I then declared as my alternate key.

altdesign.PNG

Then I wrote the following code to insert the following record into my system.  You can

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