CRM Consulting Best Practice, dynamics 365, Flow, PowerApps, Uncategorized

Help! My Flow is not triggered (for a custom entity)

Recently, I am trying to ignore workflows and move all the custom functional logic into Flows. This time I created a very simple Flow converting a text field value into a number and copying it to another field. I needed it for my chart. I run the Flow on a custom entity. An I forgot… Continue reading Help! My Flow is not triggered (for a custom entity)

Dev Best Practice (and common sense), dynamics 365, PowerApps, PowerPack, Uncategorized

Add-Ons, No-code and Other Imaginary Friends vs System Support and Maintenance (random drawings)

Customisation & Configuration  No Add-Ons   + Add-Ons   Business Logic Complicity No Add-Ons + Add-Ons + Add-Ons + “No coding” coding   Support Support Responsibilities *US - a Dev team for the continues development or a Customer/Support Team - for after GoLive Triage Responsibilities *US - a Dev team for the continues development or… Continue reading Add-Ons, No-code and Other Imaginary Friends vs System Support and Maintenance (random drawings)

CRM Consulting Best Practice, Dev Best Practice (and common sense)

Agile with no Refactoring is no Agile

Let's say, you have a task to draw an elephant trunk. You are very excited about the elephant trunk project. It's going to be cool, it's going to be an Agile project, of course. To play it safe, we can always modify the trunk, change a color, a size, a style. We will present the… Continue reading Agile with no Refactoring is no Agile

Dynamics 365 Portals

Microsoft Dynamics 365 Portals: Azure AD Authentication + Redeem Invitation End to End Process Set Up

If you need to set up Azure AD authentication for the portal with the portal users matched to the existing CRM contacts, when a new contact creation in CRM is not allowed by the business rules, please, read this article below. I wish someone had written it for me 🙂 The Requirements R1. Set up… Continue reading Microsoft Dynamics 365 Portals: Azure AD Authentication + Redeem Invitation End to End Process Set Up

CRM Consulting Best Practice

“Does your new CRM allow to create a new customer report?”

Last week we went for the demo to one of the potential customers. Generally, it all went well. I was talking a lot about new features of MS CRM 2016. I like showing new functionality to my customers, it's incredible how the system changed in a past 10 years. In the middle of the demo,… Continue reading “Does your new CRM allow to create a new customer report?”

CRM Consulting Best Practice

MS CRM Development: coding vs no-coding solutions

I have been working with Microsoft CRM from version 1.2. As a developer, of course. The CRM development is my bread and butter, my passion and my Superhero playground. However… Most of the times I was getting my daily “YOU ARE A GENIUS!” brownie points for something which has nothing to do with the actual… Continue reading MS CRM Development: coding vs no-coding solutions