Posts

DynamicsCon 2021 - Automation in the Dataverse

Image
Last month I had the opportunity to participate in DynamicsCon. This was my first time speaking at a conference, and I couldn't have asked for a better event! It was overall lots of fun and very well executed. A huge shoutout goes to all the folks who made the event possible behind the scenes at Dynamics User Group and also all the sponsors that made the event possible.  My session titled  Automation in the Dataverse  is now available to watch if you missed it live! As I mentioned in my last post, I cover topics such as when to use classic workflows vs. Power Automate, which connectors to use in Power Automate, and a number of tips on how to successfully use the CDS (current environment) connector.  I'm working on a series of blog posts that will go a bit deeper into some of the tips shared at the end, as there wasn't significant time available during my session to fully explain them all.  For the time being, I hope you can enjoy my session recording. Please send any feedba

💥 Countdown to DynamicsCon 2021

Image
DynamicsCon begins in just 2 days, can you believe it? Maybe you haven't yet heard of DynamicsCon, so I'll introduce you.  🔹What is DynamicsCon? DynamicsCon 2021 is a virtual learning experience beginning in 3 days that is community-led and focused on Microsoft Business Applications. There will be three days of crowd-sourced sessions with live Q&A following each one. You'll find sessions on Dynamics 365, Power Platform, Finance & Operations, Business Central, and Dynamics GP. And it's all free!  🔹When is it?  The event begins in 3 days and will last from March 16-18, 2021.  🔹How do I sign up?  Head on over to  DynamicsCon's website  and sign up for the event, then create your account on Brella so you can participate in the live Q&A.  🔹What sessions can I expect?  There will be a wide range of sessions, some functional and others more technical. The keynote i

Unbound Actions: How to share and unshare D365 records using GrantAccess and RevokeAccess

Image
I recently had the need to automatically share and un-share records in Dynamics 365 - records stored in the Microsoft Dataverse. There are many reasons for this and many ways in which you might carry this out. For simple requirements, you might be able to get away with a classic workflow using Demian Raschkovan's  Dynamics 365 Workflow Tools . However, this may not suit your needs if you have a more complex scenario. For example, I wanted to share Opportunity records with a custom access team that's related directly to the Owner's Business Unit (different team for every BU). So I turned to Power Automate... We can accomplish this using a couple of unbound actions available in the Common Data Service (current environment) connector (still yet to be renamed to Dataverse...).  I won't go deep in bound and unbound actions in this post, but here's a few key ideas:  The Common Data Service (current environment) connector is only available within solutions. Bound actions a

Maker Portal: JavaScript/Event Handler configuration now available!

Image
The Power Apps Maker Portal is where Microsoft is migrating the maker experience for model-driven Dynamics 365 apps from the classic Solution Explorer within Dynamics 365. Hopefully most people already know this, because it has so much to offer and will eventually be all that we have. We are slowly seeing Microsoft bring the Maker Portal into parity with the Solution Explorer. This reflects the merging of Dynamics 365 apps and model-driven apps into the same tool. Those of us who work in the Maker Portal regularly have become quite familiar with the infamous "Switch to classic" button, because we frequently have to go to the classic experience in order to do certain things. I get excited whenever I see a new option as I'm customizing Power Apps. The newest of these and one that I've been waiting for the longest is the ability to  add and customize JavaScript libraries and event handlers on model-driven forms . Good news is Microsoft has been diligently working behind

Why?

Image
I believe it's important to consider one's motives when embarking on a new endeavor or rising up to a new challenge. I was reminded of this idea the other day while listening to episode 80 the CRM MVP podcast . While discussing reasons why NOT to become an MVP, Gus reminded me how important a strong WHY is in driving the persistent pursuit of a goal. Without a strong WHY, it's easy to fall into one of two camps. The first is filled with those who lose drive and momentum, never reaching their goal at all. The other has those who attain their goal but are so satisfied in reaching the goal in itself that they abandon all they've worked for. All that to say... I thought it helpful to consider and record my motivation for starting this blog: To give back To inspire and encourage To challenge and better myself To give back Giving back means sharing my ideas, tips and tricks I discover, and any new features I stumble upon or learn about. I owe it to others who have done just t

Sharing my Journey

Image
As I've continued to work in D365 this year, I've learned so many new things. I find myself experimenting with new features and going places few on the internet have documented, often attempting to use things Microsoft has yet to publish documentation for. It's a fun place to be, and I've loved building my expertise in the Power Platform. I've decided I want to begin documenting my journey through D365 and the Power Platform, sharing what I learn/discover and tips/tricks I find along the way.  I hope my experiences can benefit others in the community, as I know I've benefited greatly from what so many others have shared.