Scottish Summit 2022 Links

Here is a list of the URLs I used in my presentation on Dynamics 365 and Power Platform Certifications at Scottish Summit, June 2022. Topic URL Pearson Vue 2021 Report https://home.pearsonvue.com/voc Microsoft exam offers https://docs.microsoft.com/en-us/learn/certifications/deals Learning Dashboard https://www.microsoft.com/en-us/learning/dashboard.aspx Exam formats https://docs.microsoft.com/en-us/learn/certifications/exam-duration-question-types Retaking an exam https://docs.microsoft.com/en-us/learn/certifications/exam-retake-policy Online exams https://docs.microsoft.com/en-us/learn/certifications/online-exams-intro Expiry and renewal https://docs.microsoft.com/en-us/learn/certifications/renew-your-microsoft-certification

Checking buttons on the command bar

This Microsoft article describes a way to check if a button is hidden on the command bar because of a rule. To perform the check, append @ribbondebug=true to the Dynamics 365 URL. Then when the record loads you’ll see a command called Command Checker on the command bar. You might need to click into the …

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Product Number on Sales Records

Starting in version 9.0 online, the following entities have a read-only field called productnumber: Quote Product (quotedetail) Order Product (salesorderdetail) Invoice Product (invoicedetail) The field is a read-only copy of the Product ID (productnumber) field from the related Product. Interestingly the field is not available on Opportunity Product nor is it available in Dynamics On-Premises.

Authenticating Custom Clients to Microsoft Dataverse

This article describes things I recently learned about how custom clients should authenticate to Dataverse. Introduction I was prompted to write this article when I tried to make sense of authentication options in one of my favourite integration tools, KingswaySoft. This article intentionally does not provide step by step instructions on how to configure anything. …

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View rights to record

Here is a feature that I and many others have been waiting for a long time; see the privileges a user has for a record and here is the best bit, how they obtained those privileges! But this is for Dynamics 365 online only. The feature called Check Access was added in one of the …

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Comparings Kits and Bundles

Kits have been available in the product catalog from the earliest days of Dynamics CRM and they can still be used. But they have been replaced by Bundles. This article compares the two. For both Kits and Bundles, the idea is to sell a group of products together, perhaps with better pricing for the customer …

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Power Apps Per App

The Power Apps per app Plan gives rights to 2 apps and a portal for one user. The two apps can be model-driven or canvas apps. This can be a cost-effective way of using the Power Platform without having to buy a more expensive Dynamics 365 app such as Sales, Service, Project Service or Field …

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Disqualifying leads in bulk

It seems that selecting more than 50 leads and then clicking Disqualify doesn’t work. When I last tried this, I received an error. Having logged a support call with Microsoft, the response was that it is by design.