Posts in Category: uncategorized

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.

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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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Using the Solution Checker

When building new solutions with PowerApps (and now that Microsoft is strongly encouraging people to push solution infrastructure and usage to the new PowerApps model) you can now take advantage of the Solution Checker.

The Solution Checker is available from the main solution window and allows an administrator to validate a solution before exporting it and avoiding the whole conversations of “but you told me it was done?” that can sometimes happen with Dynamics.

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After you run the checker against your solution you are then able to view the results and identify what needs to be fixed (if anything) before

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Database Errors on Restore into v9

If you’re getting ready to perform an on-premise update by importing new organizations into your existing tenant you might start to get some cryptic database errors on constraints.

The constraints themselves vary, mine was in reference to cndx_PrimaryKey_DiscountType, others I’ve seen were in relation to opportunities.

Whatever the error, you will need to install the 0.3 update to address and fix the issue so you can import the tenant.

When you install the server, this update is not applied by “Getting updates”.

The link to the patch is located here – https://support.microsoft.com/en-us/help/4490599/service-update-0-3-for-microsoft-dynamics-365-9-0 – once done, your upgrade and import will succeed.

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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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