[PowerTips] Decoupling Owner and Owning Business Unit Fields

Have you ever contemplated breaking free from the dependencies between the owner and owning business unit fields in Dynamics 365? This article explores the intriguing concept of decoupling these fields, providing you with the ability to customize the owning business unit and choose the desired business unit for a record, regardless of the owner's affiliation. … Continue reading [PowerTips] Decoupling Owner and Owning Business Unit Fields →

Simplifying Record Reassignment in Dynamics

Transferring records from one user to another in Dynamics is typically an easy task. If you're dealing with a single record or a few records, you can handle it manually. However, when you need to assign all records owned by a particular user to another user or team, it becomes a more significant undertaking. Thankfully, … Continue reading Simplifying Record Reassignment in Dynamics →

Modifying OrgDBOrgSettings Configuration with Power Automate

Organizational Settings, also known as Org Settings, encompass a set of configurations that facilitate the management of environment settings in Dynamics. These settings play a vital role in optimizing the user experience and functionality of Dynamics. Let's explore a few examples of these settings: DisableNavTour: By overriding the navigation tour setting for the entire organization, … Continue reading Modifying OrgDBOrgSettings Configuration with Power Automate →

Never miss the Jump Bar with Alphabetic List to filter your views again!

Power Apps grids are a versatile tool that allows users to view and edit data in a table format within a Power App. There are several customizable properties included with the control that let users tailor the grid experience for that table. To modify any of these properties, select Edit in the corresponding row, and … Continue reading Never miss the Jump Bar with Alphabetic List to filter your views again! →

Taking Your Model-driven App to the Next Level with Xrm.App.sidePanes

Side panes are a type of interface component that can display related information or actions to the user in a panel on the side of the screen. This can be particularly useful for improving the user experience by reducing the need to switch between different pages or tabs. Here's an example of how to use … Continue reading Taking Your Model-driven App to the Next Level with Xrm.App.sidePanes →

[PowerTips] Make a SharePoint document location as default

Dynamics 365 is a powerful customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service operations. SharePoint, on the other hand, is a content management system that allows businesses to store, share, and collaborate on documents and other files. By integrating Dynamics 365 with SharePoint, businesses can leverage the strengths … Continue reading [PowerTips] Make a SharePoint document location as default →

Plugin vs Entity scoped business rules

In Dataverse, a business rule is a declarative way to apply a set of conditions and actions in the system. Business rules in Dataverse can be scoped at the entity level and at the form level. The scope of a business rule in Dataverse determines which records and forms the rule applies to. There are … Continue reading Plugin vs Entity scoped business rules →

Move D365 Marketing custom triggers between environments

Real-time marketing triggers in Dynamics 365 Marketing are a powerful tool for automating marketing processes and delivering personalized experiences to customers in real-time. These triggers allow you to define specific actions to take place in response to events within the platform, such as form submissions, email opens, or changes to specific fields in records. Custom … Continue reading Move D365 Marketing custom triggers between environments →

Dataverse update security role privileges in bulk

Updating security roles in Dataverse, is an important task for ensuring the security and privacy of your business data. By assigning specific roles and permissions to users, you can control who has access to your data and what they can do with it. Updating security roles in Dataverse can be done in several ways, including … Continue reading Dataverse update security role privileges in bulk →

Dataverse matrix data access structure aka modernized business units

Business Unit structure is a basic of the security structure on Dataverse. In most of the case it depicts the organisation structure of the business. Standard behaviour of Dataverse is that one user can be part of only one business unit. There are business constraints around that for long time were a user cannot be … Continue reading Dataverse matrix data access structure aka modernized business units →