Knowledgebase

Welcome to my knowledgebase, which started as a place for me to file information that I find (mostly about Microsoft Dynamics 365/CRM) and are likely to forget. Many times I searched for something only to find my own article.

Feel free to browse and if any of the information helps you in your work then that is great.

Use the search box or the tag links to search for articles.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

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Recently updated articles

Dynamics 365 Products


04 Jul 2019

Platform

  • PowerApps
  • Power BI
  • Microsoft Flow

First Party Apps (available now)

  • Sales (Professional and Enterprise)
  • Service (Professional and Enterprise)
  • Field Service
  • Business Central (Essentials and Premium)
  • Finance and Operations
  • Retail
  • Talent
  • Microsoft Relationship Sales (includes LinkedIn Sales Navigator license and Sales Enterprise

First Party Apps (announced or in preview)

Dynamics 365 Portal tracking


05 Jun 2019

Dynamics 365 Portals include site settings for tracking logins and page view (though in a simple way only). However, these settings are now deprecated and we need to look to other methods.

From my research the method recommended by Microsoft is to use Azure Application Insights as described at Portal Deprecated Features.

Changes to storage costs for the Common Data Service


15 May 2019

Storage Costs for the Common Data Service

Starting April 1st 2019, a new pricing model is available for storage costs for the Common Data Service (this applies to PowerApps that use the CDS and Dynamics 365 Customer Engagement plans and apps).

This article describes the "old" and "new" models.

Old Model

Under the old model, all storage is charged at the same price per Gbyte (USD $5 per Gbyte per month) regardless of the type of data that is stored.

Dynamics Portal Authentication


08 Apr 2019

This video by Dileep Singh https://youtu.be/4r3sl8oQkHg has some useful information on portal authentication.

Portal Authentication Models

The portal authentication model will fall into one of the following categories:

Service Management Settings in the Unified Interface


04 Mar 2019

In the "classic" or "legacy" web interface, settings for Service Management are located at Settings | Service Management. The Oct 18 Business Application release notes announced that service management settings will be available in the unified interface in the customer service hub.

Three settings are still only available in the web interface:

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