Power Platform Solution Management Strategies

How a project team should approach the management of solutions for transfer between environments is a debated topic. In my opinion, there is no right or wrong answer - just the one that works best for the team and development approach. Each approach has its own pros...

Tips for Updating & Installing HR Management for Microsoft Dynamics 365

Updating HR Management for Microsoft Dynamics 365 can sometimes be quite challenging. If updating or installing one of the newest roll-up via Package deployer produces errors, there are some places you can look. Using the XRM Toolbox - bulk data updater you can filter...

Dynamics 365 Marketing Subscription Center Error: “We’re unable to verify your contact information. Make sure cookies are not blocked or use the unsubscribe link in your email.”

A subscription center is a Dynamics 365 Marketing Page where existing contacts can manage their communication preferences. By default, all marketing emails sent from Dynamics 365 Marketing must have this link present within the template otherwise it wont send.  ...

Configuring Subscription Centers in Default Content Settings for Marketing Mails in Dynamics 365 Marketing

Default settings are a collection of settings that establish certain default values used within the Dynamics 365 Marketing app. You can create as many different setting as you want or need, however, there can only be one active Default value. The default settings can...

Automatically Create Custom Sharepoint Folder Structure for an Entity in Dynamics 365 CE

Sharepoint integration with D365 is a common aspect of any implementation. Often, the out of the box structure is not sufficient to meet the business requirements and there may be a need to create a custom folder structure for each entity record created. This can...

Custom Security Roles and Form Permissions for Dynamics 365 Project Operations

Within CDS and model-driven apps, you have the option to configure entity forms to use role-based security in order to enable or disable access to a form for users based on security roles. When creating custom security roles for use with Project Operations, you will...

Power Automate Flow does not update when deploying solution to production

Recently, when importing a solution with a Power Automate Flow from a Dev/Test to Production environment I came across a small issue. My Power Automate flow was not being updated to the most recent version included in the new solution.   Upon further inspection...

Creating Custom CSS Styling for ClickDimensions Forms

The ClickDimensions web content editors enable you to make numerous changes such as improving the field layout, font colors, font type, etc. However, if you need more styling options than what is provided OOB you will need to add custom CSS. I have provided some CSS...

Dynamics 365 Project Operations – Integrating Project Planning with the Sales Process

This article will not go into detail about the end-to-end sales process within project operations but will focus mostly on the relationship between quotes and project planning. More specifically, I will explain how an offer is created and linked to a project and then...

Multi-lingual Deployment of HR for Dynamics 365

HR Management for Microsoft Dynamics 365 is one of the most comprehensive Human Resource Management solutions available on the market. It is simple, intuitive, and offers rich functionality across all functions of HR. In a recent implementation, I encountered an issue...
Creating Custom CSS Styling for ClickDimensions Forms

Creating Custom CSS Styling for ClickDimensions Forms

The ClickDimensions web content editors enable you to make numerous changes such as improving the field layout, font colors, font type, etc. However, if you need more styling options than what is provided OOB you will need to add custom CSS. I have provided some CSS...

Multi-lingual Deployment of HR for Dynamics 365

Multi-lingual Deployment of HR for Dynamics 365

HR Management for Microsoft Dynamics 365 is one of the most comprehensive Human Resource Management solutions available on the market. It is simple, intuitive, and offers rich functionality across all functions of HR. In a recent implementation, I encountered an issue...