This article is aimed at exploring how Link Entities to represent Database JOIN Operations when developing with Dynamics CRM – and how typical Database Operations can be replicated in CRM Query Development and the Advanced Find in CRM. Databases 101 If we were retrieving a block of data from a Database, we would first write a SELECT Statement that would define what data we wanted to Retrieve. As a simple example, this may look like:…
I’m currently working with a charity to set up their CRM. One thing they need the ability do in CRM is claim Gift Aid against transactions. Gift Aid is a UK-wide programme whereby charities can receive an extra 25% on all charitable donations made by UK taxpayers. For this process, we needed the ability to find all the donations where Gift Aid had not yet been claimed and pull these into a primary report to…
Many Dynamics Solutions have a key transactional entity that will contain a number of useful Views. However whenever we browse to this Entity, we will be presented with the Default View for that Entity – and so the User must complete a 2nd click to open the View that they may be interested in. This can make our solution more difficult to use as adds an extra click to get to the right view. This…
Most if not all Web-based Applications maintain a concept of Sessions (per-user) or Application (system-wide) caching, so common variables and attributes are not being loaded from storage (such as from Dynamics CRM, Config File or other Database) multiple times and leading to lower performance. There are various options on how this Session or Application Cache is stored, but probably the most common is keeping the cache held in memory within the Web Server. This means…
When reviewing one of our Dynamics Prototyping Projects, we identified a Requirement where we wanted a new Many-to-Many (N:N) link to be created immediately as a new Quote was recorded. Typically creating a new Many-to-Many link could be difficult in traditional Dynamics Workflow, and so thought this would be a good worked example for how we can use Power Automate (nee Flow) to implement this requirement. So, getting started, we kick off by adding a…
When we work with SQL Reporting Services we will often use Currency Amounts and Date fields to present data back to the Report User. By default, SSRS will assume we are working against a US Culture and so present as per the following: SSRS Expression=Format(Fields!Last_Month_Sales.Value,”C2″)User Experience Whereas we may want our Currency presented using a UK or Euro Format. The key here is understanding that the “C2” Formatting in SSRS is our way of reading…
This article will take the scenario where we have a collection of data in SQL that we want to integrate into the Dataverse Database for use in PowerApps – focusing on how we can pass User Roles and Teams where we may need this data present to help manage security rights.
This article will walk you through ‘HOW TO: Prepare to go LIVE on Linked-In!’ With it being a relatively new feature, there were a few things that needed careful consideration/prep beforehand and some processes that we didn’t realise would be so time-consuming.
Does your business have lots of apps in lots of places and cause issues with where you need to go to do your job? A Canvas App Home screen may be your solution, with a home screen you can place links to all your apps no matter where they are located and have a 1 stop location which everybody can use. The below article will help guide you on how to create a home screen which will contain buttons to link you to your apps, reporting and “To Do” lists.
When we work with SQL Reporting Services we will often use Currency Amounts and Date fields to present data back to the Report User. By default, SSRS will assume we are working against a US Culture and so present as per the following: SSRS Expression=Format(Fields!Last_Month_Sales.Value,”C2″)User Experience Whereas we may want our Currency presented using a UK or Euro Format. The key here is understanding that the “C2” Formatting in SSRS is our way of reading…