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Walk Thru: Build a Power Portal to Collaborate with Clients

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

DC @ DC | Dynamic Consulting at DynamicsCon

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

Power BI “Embedded” in Dynamics 365, SharePoint, and Teams

A common Power BI related request is embedding reports within other Microsoft applications. “Embedding Reports” is a simple concept; however, there are important nuances and design options for deployment. Microsoft has also muddied the waters by naming one specific technology “Power BI Embedded”. A distinction must be drawn between the…

Dual Write for D365 Finance & Operations – D365 Customer Engagement

Dynamics 365 Customer Engagement and Dynamics 365 Finance and Operations may share the same Dynamics 365 brand, but the underlying data structure is completely different. Microsoft is working on allowing exports of direct tables and entities to Dataverse (Common Data Service / CDS), it’s a huge undertaking, so we expect…