Step by Step Process to Integrate Dynamics Portal with SharePoint

Why we need to integrate Portal with SharePoint? • To answer the question, let’s take a scenario, A company has an Employee Health portal where employees upload their Medical Bills and diagnostic reports to reimburse the money incurred due to hospitalization. On the other side Companies admin team access the documents either from D365 application … Continue reading Step by Step Process to Integrate Dynamics Portal with SharePoint

Microsoft Dynamics 365 Workflows

Scope of Workflow: Microsoft Dynamics 365 workflow has 4 Scope available as mentioned below: User – Workflow will only run for those record whose owner is workflow owner itself or Logged in User only. Business Unit:  Workflow will only run for those record whose owner is in the same BU of workflow owner. Parent-Child Business Unit: Workflow … Continue reading Microsoft Dynamics 365 Workflows

Microsoft Dynamics CRM/365 Entity Ownership

Entity Ownership In Dynamics 365, most of the entities (including custom entities) are owned by the organization, by a user, or a team. The type of ownership determines some of the operations that can be performed on a record. Ownership for an entity is defined in the metadata property OwnershipType. For Organization type entity records, we … Continue reading Microsoft Dynamics CRM/365 Entity Ownership

Dynamics 365/ CRM Solutions

The Solutions are basically containers used for transporting customization components from one environment to another – say from development to QA environment or from QA to production. Solutions can be broadly classified into 3: Default Solution Managed solution Un-managed Solution. Default Solution Default solution is the ‘default’ container available in Dynamics 365 /CRM which includes all … Continue reading Dynamics 365/ CRM Solutions