by Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
Five areas deserve regular attention from Dynamics 365 administrators: role-based access using the principle of least privilege, custom security roles, client secret rotation, multi-factor authentication, and audit logging. Gaps in any one of these can expose... 
by Warren Butler | Apr 10, 2024 | Dynamics Features, Insights, What's new?
The ability to link activities to multiple records in Dynamics 365 has been a frequent user request. That’s why we’re excited to see the introduction of a new feature that enables email activities to be linked to multiple related records. For example, this... 
by Warren Butler | Apr 8, 2024 | Digital Transformation, Insights, Portals, Power Platform
Power Pages includes ready-made website templates that accelerate the development of data-driven, self-service sites connected to Dynamics 365 and Dataverse. This article covers eight templates across two categories. The first four are general-purpose: application... 
by Daniel Norris | Mar 28, 2024 | Dynamics Features, Insights, Security, What's new?
Empowering administrators to tightly control user access to specific Dataverse tables is key to security and data integrity within Dynamics 365. To better support admins, a simplified and enhanced interface is now available for managing security roles. Previously,... 
by Warren Butler | Mar 26, 2024 | Advice, Insights, Power Platform
Integrating Dynamics 365 with other data sources requires decisions about data flow direction, sync frequency, mapping, conflict resolution, and error handling before any configuration begins. Getting these wrong leads to duplicates, sync failures, and untrustworthy... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Dynamics 365 includes a built-in import wizard for bulk-loading records from CSV and Excel files into Dataverse. The tool handles field mapping, duplicate detection, and import tracking, but the quality of your results depends on how well you prepare the data...