Security Series Part One: Adding Users to your Dataverse / D365 Environment

Today i'm starting to post a series i've been thinking about posting for years. I stopped blogging during COVID and then my son was born and it's taken me a while to get back into it. But now that I have, I want to complete this quest. This series is all about security. In my … Continue reading Security Series Part One: Adding Users to your Dataverse / D365 Environment

Signing Up for a Dynamics 365 Trial: The Real Way

For years and years the recommended method - for me at least - of learning and playing around with the latest Dataverse, Power Platform, and D365 features is to sign up for a free trial. To the point that for the last 10+ years I've always just assumed it was common knowledge. And in some … Continue reading Signing Up for a Dynamics 365 Trial: The Real Way

Power Pages Security Unification: What the Web Role & Dataverse Security Role Merge Really Means

If youโ€™ve worked with Power Pages (or its predecessorsโ€”Dynamics 365 Portals, Power Apps Portals, or even Adxstudio Portals), you know that the security story has always had a bit of a split personality. Portal Web Roles on one side, Dataverse Security Roles on the other. In other words, two models, two sets of permissions, two … Continue reading Power Pages Security Unification: What the Web Role & Dataverse Security Role Merge Really Means

How to enforce confirmation of email before enabling Portal functionality

A common requirement I've come across is the requirement to force user to confirm their email before accessing Portal Functionality.ย  Out of the box, users can simply sign up and away they go - they are taken to their profile and can then browse about the website. Now, most people implementing portals have some understanding … Continue reading How to enforce confirmation of email before enabling Portal functionality

How to build out a survey to collect data for D365 CRM in under an hour using MS Forms and Flow

Ever wanted to connect with your customers on a certain issue extremely quickly and won't want to put much fuss into it? Sounds like you need to push out a survey in a matter of minutes - and want a robust place to store it that integrates with your existing systems. SurveyMonkey probably immediately springs … Continue reading How to build out a survey to collect data for D365 CRM in under an hour using MS Forms and Flow