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Introduction to Dynamics 365 – Data Export Service

Data extraction and synchronization made easy Have you ever wanted an easy ability to replicate Dynamics 365 (online) CRM data to an Azure database for using Azure analytics tools without the added...

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Invite Users to access Dynamics 365 with the Azure Active Directory...

You can invite other users to access your Dynamics 365 CRM (online) instance.  Your Office 365 Global admin can do this through the Azure portal.  Invited users can access your Dynamics 365 CRM...

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Customizable sample apps for Project Service Automation Time and Expense entry

Applies to: Dynamics 365 for Project Service Automation We recently released source code samples for two mobile apps which can be used with the Dynamics 365 for Project Service Automation solution. One...

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Reconfigure Microsoft Dynamics Connector for Microsoft Dynamics 365: Update...

Problem With the deprecation of Azure Access Control Service (ACS), you should modify the SDK authentication code by removing all references to ACS. Effective from versions Microsoft Dynamics CRM...

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Changes in Dynamics 365 Portal trial Strategy

Applies to: Portal capabilities for Microsoft Dynamics 365 As we are inching towards anniversary year of Dynamics 365 portal service offering launch, I wanted to share with everyone some changes in the...

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Microsoft Social Engagement infrastructure update May 2017

The Microsoft Social Engagement team will perform updates to modernize the platform infrastructure and prepare the environments for new features. These updates require a downtime for a subset of the...

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What’s new in Microsoft Social Engagement 2017 Update 1.4

Microsoft Social Engagement 2017 Update 1.4 is ready and will be released in May 2017. This article describes the features, fixes, and other changes that are included in this update. New features...

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Analyze your Dynamics 365 business processes with Power BI, and add its...

Microsoft has just released the new Process Analyzer Content Pack for Power BI for Dynamics 365 Version 8.2 and higher. This content pack can help you monitor and analyze your business processes based...

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Dynamics 365 for Field Service and Project Services Automation Update 2

We recently released an update in February for Dynamics 365 for Field Service, Dynamics 365 for Project Service Automation, Resource Scheduling Optimization solutions. Below are the new capabilities...

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Universal Resource Scheduling Solution for Dynamics 365 Update 1 (Version 6.1)

Applies to: Dynamics 365 for Project Service Automation, Dynamics 365 for Field Solution, Dynamics 365 for Universal Resource Scheduling   This past fall, we introduced Universal Resource Scheduling...

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Update Service Bus Endpoints to use SAS Authentication

Problem   Azure Access Control Service (ACS) has been deprecated by Microsoft Azure team. Any existing Dynamics 365 service bus that has been configured with ACS authentication will be impacted when...

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Update Dynamics CRM Client SDK version to avoid calls to ACS

Problem   With the deprecation of Azure Access Control Service (ACS), you should modify the SDK authentication code by removing all references to ACS. Effective from Microsoft Dynamics CRM Online 2016...

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Manage the status of your team’s bookings with Universal Resource Scheduling

Use Universal Resource Scheduling, to book skilled resources to the right work, regardless of workstream. This means you can book a resource for work orders, cases, projects, leads, or any custom...

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What’s new in Microsoft Social Engagement 2017 Update 1.5

Microsoft Social Engagement 2017 Update 1.5 is ready and will be released in June 2017. This article describes the fixes, and other changes that are included in this update. Although there are no new...

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Best practices for automating business process stage progression in Dynamics 365

Applies to: Dynamics 365 Synopsis: This article helps you avoid error “Invalid stage transition. Transition to stage <stage name> is not in the process active path.” by suggesting some best...

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Support Ending for Microsoft Dynamics CRM 4.0

Microsoft Dynamics 4.0 will reach end of extended support on April 10, 2018.  If you are using this version, please upgrade to Microsoft Dynamics CRM 2013 or a later version before April 10, 2018 to...

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Set default Business Process on a form while creating new record

Problem statement: Unable to switch or set default Business Process on a form while creating new record. Scenario: Assuming a given entity (Case) has several forms associated with it and each form can...

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Change to Bing Map control on forms for Dynamics 365 (version 8.x) and...

The Bing Maps AJAX Control Version 7 has reached its end-of-life. (See Discontinued Control Migration Guidelines) This will affect users of the following versions of Dynamic CRM and Dynamics 365:...

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What’s new in Microsoft Social Engagement 2017 Update 1.6

Microsoft Social Engagement 2017 Update 1.6 is ready and will be released in July 2017. This article describes the fixes, and other changes that are included in this update. New and updated features...

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Filter your data for mobile offline usage on Microsoft Dynamics 365

Microsoft Dynamics 365 users can work with mobile application in offline mode, even when the device is disconnected from the network. The application provides a rich offline experience which lets you...

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