Drive your code-less integrations with data
If you've coded an integration over the past couple of decades, then you have experienced the pain that comes with learning a legacy API. There were no consistent standards or structures, which complicated the learning path for developers.
Do you plan on creating an entity with hundreds of fields? Were you told that you will hurt user-adoption and ease of use? Are you planning on doing it anyway? Great! But be cautious, because there are different limits on the amount of fields that can be added to an entity in Dynamics 365. There is currently no way of seeing these limits in Dynamics 365 before you reach them.
How many times have you checked your eMail today? I'm willing to bet that you're monitoring at least one of your eMail apps while you're reading this blog. The fact that most of us are glued to our eMail makes apps like Outlook an attractive destination to plug in new functionality.
ExpressRoute overview
Microsoft Azure ExpressRoute lets you extend your on-premises networks into the Microsoft cloud over a private connection facilitated by a connectivity provider. With ExpressRoute, you can establish connections to Microsoft cloud services, such as Microsoft Azure, Office 365, and Dynamics 365.
Connectivity can be from an any-to-any (IPVPN) network, a point-to-point Ethernet network, or a virtual cross-connection through a connectivity provider at a co-location facility.
Suppose you want to move data between records that are not directly related, but share a common parent. Beringer Technology Group's Decimal Field Copy custom workflow can dynamically move values between records like these.
The image above represents a common set of relationships in CRM. Child A and Child B records belong to two separate entities and have no direct relationship, but they both lookup to the same parent record.
Recently, we came across an issue where multiple clients were unable to assign cases, tasks and other various records using the “Assign” button within Microsoft Dynamics 365. Users, including system administrators, would try to use the Assign button from within the record and the page would get stuck “Processing.
Integrating Data with Microsoft Azure
If you follow my blog, then you know how much I LOVE cloud technologies. As a former network operations manager, I was happy to give up my life maintaining hardware and operating systems. I now focus on customizing and extending cloud applications like Dynamics 365, and integrating data with cloud solutions.
Microsoft Dynamics introduced Business Process Flows (BPFs) in their 2013 version and they have been improving them ever since. They are an easily configurable feature that can seamlessly guide your users through YOUR business processes. Our own CRM Nerd wrote a great blog recently that outlines how awesome BPFs are, especially for end user adoption.
There are several new features available in D365 v9, one of these features is MultiSelect Option Set fields.
How often would an option set be useful where you could select multiple items from the list? In v9, MultiSelect Option Sets are available as a field type.
Business Process Flows allow you to translate your organization's Service & Sales Processes into simple steps for end users to follow. If you don’t have a process, work with managers to define one! (If you find yourself starting here, remember to include your End Users throughout this entire process - not just management!) Use drag & drop functionality to customize your organization’s process in a simple, easy-to-follow way.