Dynamics 365 monthly reading list October 2017

The Dynamics 365 Spring release (or July 2017 Update v9.0) reached the GA (Generally Available) milestone in the first weekend of October (online only) – so the first “official” documentation became available as well.

• What’s new for developers in the July 2017 Update
• Important changes coming in Dynamics 365 Customer Engagement
• Dynamics 365 v9.0 is already available by @ramontebar
• Dynamics 365 9.0 introduced native autonumber support but configuration was only available through the SDK – it is amazing to see that two tools became available in the first week to work with this Autonumber attributes in Microsoft Dynamics 365 from or Easy Autonumber utility for Dynamics 365 July 2017 Update (v9)
• Dynamics 365 Customer Engagement General Availability Readme (Known issues)
• What’s new in the July 2017 update for Enterprise Edition
• Interact with data from external systems using the new virtual entities by @WizOfD365
• Microsoft Dynamics 365 CE Platform Update for Developers (Ignite 2017 video)
• What’s new in Dynamics 365
• The long road to unified interface in Dynamics 365

Technical topics (Configuration, customization and extensibility)

• Dynamics 365, Organization Insights and dotmailer
• Identify differences between Dynamics 365 (CRM) instances
• Scoring surveys based on answers with Voice of the Customer
• Part 1 – Build a referral tracking system with Microsoft Flow, Azure Functions and your CRM
• Part 2 – Build a referral tracking system with Microsoft Flow, Azure Functions and your CRM
• Tips and tricks for deploying and managing Dynamics 365 for Sales and Service – Ignite 2017 – tips from the Dynamics PFE team
• Return from the land of no return – disable Notes, Activities, Connections, Feedback, Queues and/or change ownership model from @Crmtipoftheday
• Limiting users to specific Dynamics 365 organizations
• How to use Task flows to help your mobile workforce manage micro processes in Dynamics 365 from @magnetismxrm
• How to improve as Dynamis 365 developer
• CRM Tip #993: Update before your maps break
• Set default price list on product as read-only in Dynamics CRM
• A canary in CRM
• Tip 987: Kill a few million async jobs
• How to change icons of custom entities in Dynamics 365 – if you use Dynamics 365 9.0 – you also have scalable vector graphics (svg) icon support . Also check out this post on Dynamics 365: Updating Entity Icons
• How to use Javascript for editable grids in Dynamics 365
• Ribbon customization
• Best practices for Microsoft Dynamics security settings: append vs append to
• Adding custom icons with tooltips for a column in Dynamics 365

Topics for Dynamics 365 business analysts, project managers, power users and end users

• How to configure relationship analytics cards in Dynamics 365
• You are about to start a Dynamics project – would you go Agile or Waterfall?
Cover the bases of a successful CRM deployment
CRM observation – why alternate keys are not published sometimes
• Manage the status of your team’s bookings with Universal Resource Scheduling
• Modernizing business process with Cloud and AI

Technorati Tags: CRM,microsoft,msdyn365,dynamics+365,dynamics+crm,cloud

Quick tip: Format JSON documents in Notepad++

Notepad++ does not have built-in support for formatting JSON documents, but you can use JSONViewer for this. It can be installed directly using the "Plugin Manager" in Notepad++. Just got to "Plugins > Plugin Manager > Show Plugin Manager > Available tab"

Use Chrome user profiles to simulate different Dynamics 365 identities

Great tip that I saw on Twitter from @jukkan and @georgedude – you don’t need to use private browsing in Google Chrome to login to Dynamics 365 with a separate identity, you can use Chrome user profiles instead.

Click the person icon

 in the top right corner to configure your chrome profiles.

Check out Share Chrome with others or add a profile for more details.

Technorati Tags: msdyn365,Dynamics+365,Dynamics365,crmtip,crm

Easy way to get the Dynamics CRM Realm ID for server-based SharePoint integration

Server-based SharePoint integration in Dynamics CRM actually uses the same techniques as high-trust SharePoint app (For more background read Security in SharePoint Apps – Part 1) that you can develop yourself. SharePoint apps (or add-ins) use Appprincipals (a separate identity for an app) to act on your behalf when interacting with SharePoint. SharePoint knows that it can trust the request from the AppPrincipal when it is correctly registered. So one of the steps in Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint on-premises  requires you to register the AppPrincipal. To be able to use Register-SPAppPrincipal, you will need the CRMRealmId.

But there is an easier way to get to the crmrealmid than described in the walkthrough (if you forgot to note it down as suggested by the article) – you can simply go to the Settings>Customizations>Developer Resources and use the instance reference ID.