Category: Dynamics 365 Customer Engagement (CRM)

In a previous post, I showed an example of how to set up Virtual Tables in the Microsoft Power Platform. In this post, I will look at potential issues you can run into using Virtual Tables with the OData provider, and how to resolve them. Let’s take a look. 1. Fields are Not Mapped Properly When you try to retrieve your virtual table data, you get the error “Entity could not … Continue reading 7 Reasons Virtual Tables Aren’t Working in the Power Platform

In this post, we will look at how to use Virtual Tables in the Power Platform and Dynamics 365. Virtual Tables were previous called Virtual Entities before Microsoft’s renaming of entities to tables. Virtual tables are a powerful way to integrate 3rd party systems with Microsoft Dataverse. These types of tables are what you would imagine, tables that are “virtual”, i.e. not so much physical, so the data stored in … Continue reading Connecting an OData Azure App Service to Virtual Tables in the Power Platform

Ever used a Dynamics 365 product and thought of an idea that would make the product that much better? Microsoft encourages individuals to submit ideas that would help improve their products, and the place to submit and find these ideas for Dynamics 365 is at https://experience.dynamics.com/ideas/. When you go to the site, you will see something like below: From here, you can select an idea category. Expanding an idea section will … Continue reading How to Submit and View Product Ideas for Dynamics 365 Applications

The Import from Excel feature allows users to import data into Dynamics 365. In some cases, you may want to disable this. To remove the Import from Excel feature, go to the security role, then under Core Records find Data Import. Uncheck the permissions: Now, when the user tries to import, they have no option:  

In this post, we will look at how to disable the Export to Excel feature in Dynamics 365. Disabling this may be useful if you have certain data governance requirements. First, let’s look at a user that has this functionality. Clicking on a list of Leads, we see he has the ability to Export to Excel: And selecting this gives him further options: In the Power Platform Admin Center, go … Continue reading Disabling Export to Excel in Dynamics 365

In this post, we will look at Dynamics 365 Business Units, Teams, and Security, and how they work. Let’s first look at an organization, that only has a root business unit. The organization wants to create business units for the East and West operations. We will create 2 child business units (East, West) off the parent root business unit, and then assign teams to the child business units. Let’s create … Continue reading Dynamics 365 Business Units, Teams and Security In Depth