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Mental Models | Exaptation: Uber, Microsoft Business Applications & Technological Advancement

by zach | 28/07/2023 | Mental Models, Microsoft Business Applications | 0 Comments

Introduction: Throughout my career in consulting digital and cloud business solutions, particularly Microsoft Dynamics, I have always been fascinated by the cross-pollination of concepts from diverse disciplines. I really have fun learning fundamental concepts and...

Access Team Template issues causing errors during update of Microsoft Dynamics 365 HR Management

by zach | 17/12/2022 | HR Management for Dynamics 365, Microsoft Business Applications | 0 Comments

If you are planning on performing an update of Dynamics HR Management and have teams templates configured, you may run into issues during installation. When performing the install via the Package Manager you may run into the following error and wonder why: [box...

Power Platform Solution Management Strategies

by zach | 15/07/2022 | Microsoft Business Applications, Microsoft Power Platform Security, Project Management | 0 Comments

How a project team should approach the management of solutions for transfer between environments is a debated topic. In my opinion, there is no right or wrong answer - just the one that works best for the team and development approach. Each approach has its own pros...

Tips for Updating & Installing HR Management for Microsoft Dynamics 365

by zach | 06/04/2022 | HR Management for Dynamics 365, Microsoft Business Applications | 0 Comments

Updating HR Management for Microsoft Dynamics 365 can sometimes be quite challenging. If updating or installing one of the newest roll-up via Package deployer produces errors, there are some places you can look. Using the XRM Toolbox - bulk data updater you can filter...

Dynamics 365 Marketing Subscription Center Error: “We’re unable to verify your contact information. Make sure cookies are not blocked or use the unsubscribe link in your email.”

by zach | 13/10/2021 | Dynamics 365 Marketing, GDPR, Microsoft Business Applications, Microsoft Power Apps, Microsoft Power Platform | 0 Comments

A subscription center is a Dynamics 365 Marketing Page where existing contacts can manage their communication preferences. By default, all marketing emails sent from Dynamics 365 Marketing must have this link present within the template otherwise it wont send. ...

Configuring Subscription Centers in Default Content Settings for Marketing Mails in Dynamics 365 Marketing

by zach | 11/10/2021 | Dynamics 365 Marketing, GDPR, Microsoft Business Applications | 0 Comments

Default settings are a collection of settings that establish certain default values used within the Dynamics 365 Marketing app. You can create as many different setting as you want or need, however, there can only be one active Default value. The default settings can...

Automatically Create Custom Sharepoint Folder Structure for an Entity in Dynamics 365 CE

by zach | 23/09/2021 | HR Management for Dynamics 365, Microsoft Business Applications, Microsoft Power Automate, Microsoft Power Platform | 0 Comments

Sharepoint integration with D365 is a common aspect of any implementation. Often, the out of the box structure is not sufficient to meet the business requirements and there may be a need to create a custom folder structure for each entity record created. This can...

Custom Security Roles and Form Permissions for Dynamics 365 Project Operations

by zach | 16/09/2021 | Dynamics 365 Project Operations, Microsoft Power Apps, Microsoft Power Platform, Microsoft Power Platform Security | 0 Comments

Within CDS and model-driven apps, you have the option to configure entity forms to use role-based security in order to enable or disable access to a form for users based on security roles. When creating custom security roles for use with Project Operations, you will...

Power Automate Flow does not update when deploying solution to production

by zach | 14/09/2021 | Microsoft Business Applications, Microsoft Power Automate, Microsoft Power Platform | 0 Comments

Recently, when importing a solution with a Power Automate Flow from a Dev/Test to Production environment I came across a small issue. My Power Automate flow was not being updated to the most recent version included in the new solution. Upon further inspection...

Creating Custom CSS Styling for ClickDimensions Forms

by zach | 28/07/2021 | ClickDimensions, Microsoft Business Applications | 0 Comments

The ClickDimensions web content editors enable you to make numerous changes such as improving the field layout, font colors, font type, etc. However, if you need more styling options than what is provided OOB you will need to add custom CSS. I have provided some CSS...

MS Teams guests prompted for password change due to account risk

by zach | Dec 23, 2020

I recently came across an interesting problem with MS Teams of which I could not find any specific documentation. I am aware that this issue may not have been limited to its effect on Teams and may have possibly caused problems elsewhere; however, this was just the...

Build Real-Time Dynamics 365 Reports in PowerBI: Leveraging the Tabular Data Stream (TDS) endpoint for Dataverse – Part 1

by zach | Nov 22, 2020

As you may have already heard Common Data Service (CDS) has been renamed to Microsoft Dataverse. Some terminology has also been updated. For example, entity is now table and field is now column. This article will attempt to reflect the most current terminology as of...

Microsoft Clarity vs. Google Analytics

by zach | Nov 2, 2020

What is Microsoft Clarity and is it a viable alternative to Google Analytics? Microsoft Clarity is an open source website traffic analyzer touted as a promising alternative to Google Analytics. Using Clarity, web masters can easily make decisions about what changes...

Power Apps Portals – Format Date Fields on Entity Forms

by zach | Aug 24, 2020

I recently ran into an interesting issue when attempting to format a date field on an entity formular in a portal. My first reaction was to look in the D365 System Settings by navigating to Advanced Settings > Administration > System Settings > Formats and...

E-Book: Teams Sichern – Daten in Microsoft Teams schützen

by zach | Aug 16, 2020

Microsoft Teams ist ein großartiges Werkzeug für Zusammenarbeit und Teamwork, und wir können es in unzähligen Szenarien einsetzen. Aber was ist mit den Daten, die wir über sie senden und in ihnen speichern? Seit kurzem ist Teams eine integraler Bestandteil fast jeder...

Power BI & Microsoft Dynamics: Connecting to your Data 📊

by zach | Jul 24, 2020

After completing a recent request from a client to build a Power BI report, I wanted to record a quick video explaining the two ways you are able to pull in D365 data for Reporting. Here is the link to the video: https://youtu.be/BN9qLxch5bE Enjoy and have a...

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