This is my collection of links related to the Microsoft Dynamics 365 application (which some of you still may remember by the former name Microsoft Dynamics CRM). You can browse through the links by using the categories menu. The latest link additions can be found from below.
Although it is hosted on WordPress.com, this site is not an actual blog. You can find my thoughts on Dynamics 365 from a blog hosted elsewhere, called Surviving CRM.
Query the entity relationship behavior settings and analyze what child records will be affected with delete/assign/share/reparent of the parent record.
Apps for expanding core CRM feature set:
1. Email Parser
2. Helpdesk – Email to Case
3. Team Calendar
4. Attachment Viewer (free)
5. Lead Qualify Without Opportunity (free)
PowerShell script for testing that all the required endpoint URLs for using Dynamics 365 Customer Engagement can be reached from the workstation.
Consent management, data deletion and data extraction features for achieving GDPR compliance.
Tagged with: compliance
Posted in Data
XrmToolBox plugin to help you install community developed/supported solutions from GitHub into multiple Dynamics 365 Customer Engagement (CDS) environments. Available on the XrmToolBox plugin store, source code here: https://github.com/rajyraman/Solution-Installer-for-XrmToolBox
Embed any Power BI content to Dynamics 365 Customer Engagement dashboards and forms with contextual data filters. See also this post by CRM Chart Guy.