Configuring oAuth authentication for CDS

by Levin, Aric

Azure  Business Solutions  Cloud Platform  Common Data Service  Development  Dynamics 365 


Posted on 11/10/2019 9:37:00 PM


It has been quite some time since Microsoft announced the use of oAuth to connect between Server environments, but many organizations are still using username and password to connect to Dynamics 365 or the Command Data Service (CDS).

I recently had to work on a migration project, and while this customer was using legacy credentials to authenticate, they had no problems doing so with all of their environments. After they provisioned a new environment, suddenly they started receiving authentication exceptions from their data migration tool (using Kingswaysoft and SSIS).

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Generate Document Templates in CDS using Flow

by Levin, Aric

Common Data Service  Dynamics 365  Flow  Messaging  Office 365  SharePoint 


Posted on 11/3/2019 1:50:00 AM


One of the features in Microsoft Dynamics 365 (and some of the previous versions has been document templates). I wanted to validate some of the logic, if we can automate the creation of a document and sending it as an email using Microsoft Flow, and of course Flow did not fail to perform.

In order to implement this logic, the first thing was to create the actual document in Microsoft Word. This document will be the template that we create, and will convert it to an Adobe PDF and finally Send it in an email message using Office 365. This process is based on a requirement to generate a license and send it as an email to the user when a new license is generated (or updated).

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What new in the Common Data Service Connector?

by Levin, Aric

Common Data Service  Dynamics 365  Flow  Power Platform  PowerApps 


Posted on 11/1/2019 2:36:00 AM


With the Power Platform Wave 2 release, we started noticing some progressive changes to the Common Data Service connector. When you do a search for “Common Data Service” in the connector search box, you will see two separate connectors. The first connector which we are used to is still called the Common Data Service connector, but you will notice that there is an additional connector called Common Data Service (current environment) connector.

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Creating a NAICS Code PCF Control using WebApi

by Levin, Aric

Business Solutions  Common Data Service  Dynamics 365  PowerApps  PowerApps Component Framework (PCF)  Unified Interface 


Posted on 10/18/2019 2:43:00 AM


In many of the projects that I have worked over the past years, either government of private sector, while working with other businesses it has become a common practice to request that Industry information from the companies that you work with, and furthermore the NAICS code. While not every company knows their NAICS code, drilling down to get it using the Industry (2-digit code), Subsector (4-digit code) and NAICS title (6-digit code) might be the way to go, sometimes you might want to bypass this complex search if you know ahead of time your business’ NAICS code and have it auto populated for you.

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Error Notification UCI Enhancements in October Release

by Levin, Aric

Business Solutions  Common Data Service  Dynamics 365  Power Platform  Unified Interface 


Posted on 8/30/2019 3:00:00 PM


As part of the October 2019 release (Wave 2), the Unified Interface will receive a few usability enhancements that will address some of the issues that were reported by the community. These enhancements include: Anchoring error notifications, Viewing inline images for emails that are read-only, Improved usability/density and filtering in views and form header usability enhancements.

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Lead Qualification Updates in Wave 2

by Levin, Aric

Business Solutions  Dynamics 365 


Posted on 8/26/2019 2:27:00 AM


Over the past 10 years almost CRM had gone through many revisions and features, and one of the things that has changed multiple times is the lead qualification and conversion process. The idea behind this is to reduce the work effort.

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Microsoft Dynamics 365 and Power Platform 2019 Release Wave 2

by Levin, Aric

Business Solutions  Dynamics 365  Flow  Portals  Power Platform  PowerApps 


Posted on 8/8/2019 4:15:00 AM


The Microsoft Dynamics 365 2019 Release Wave 2 is not available for early adopters. The release is scheduled to start deployment to production environments starting in October of 2019. During August and September, Microsoft Dynamics customers check out the upcoming list of updates that will be released in October.

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Dynamics 365 Connector in GCC

by Levin, Aric

Dynamics 365  Flow  Power Platform  PowerApps 


Posted on 6/23/2019 1:43:00 PM


Recently I had to work on a PowerApps/Flow solution that would connect to a Dynamics 365 data source. I have done various things previously with the Dynamics 365 connector, but when trying to do the same in my GCC environment, I could not see the Dynamics 365 connector. I thought it was removed, but then I checked my commercial environment and it was there.

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Credit Card Validator PCF Control

by Levin, Aric

Business Solutions  Dynamics 365  Power Platform  PowerApps  PowerApps Component Framework (PCF) 


Posted on 5/27/2019 12:18:00 PM


Recently, I published a blog post on creating a PowerApp that validates a Credit Card number, and displays the correct image next to the card based on the Card number. As my first PowerApps Component Framework application, I took the same logic of the PowerApp that I created, and decided to create a PCF control that will do the same. I have also created a training guide for this, so that you can follow this logic step by step, which you can download at the bottom of this post.

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Dynamics 365 Server version 9.0 available for download

by Levin, Aric

Business Solutions  Dynamics 365  Dynamics CRM  Servers 


Posted on 11/4/2018 2:29:00 PM


A few days behind schedule, but the highly anticipated Dynamics 365 version 9.0 for On-Premise deployments is not available for download. Preview releases have been available for a while now via the Microsoft experience web site, but on 11/2 Microsoft made this release public.

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