Category: Tech

Security Series Part Three: Teams – Because You’re Not Paid Enough for Manual Security Assignment

~ Robert Bailey ~ Leave a comment

Security Series Table of Contents Part One: Adding Users Part Two: User-Scoped Permissions Welcome back to my security series! In the {last part} we got into user-scoped permissions for Dynamics 365. We showed you how to add a new user, how to give them the default Customer Service Representative role, and then — the main … Continue reading Security Series Part Three: Teams – Because You’re Not Paid Enough for Manual Security Assignment

Building an AI-Powered Hybrid Agile Project for Dynamics 365 & Power Platform

~ Robert Bailey ~ 2 Comments

In a previous blog post I decided to be the 100th person to lay out why SCRUM is a good fit for Power Platform (or D365 CE) Implementations.But there a ton of disruptors to that idea out there and one of course is AI. I don’t think AI is here to “replace” Scrum of course … Continue reading Building an AI-Powered Hybrid Agile Project for Dynamics 365 & Power Platform

Security Series Part Two: User-Scoped Permissions

~ Robert Bailey ~ Leave a comment

Hi there and Happy New Year! Welcome back to my security series. I promise that it will get interesting soon, but I want this series to be 100% comprehensive and cover EVERYTHING so the first few entries are going to be boring and cover things you probably already know but there will be a few … Continue reading Security Series Part Two: User-Scoped Permissions

How to enforce confirmation of email before enabling Portal functionality

~ Robert Bailey ~ 2 Comments

A common requirement I've come across is the requirement to force user to confirm their email before accessing Portal Functionality.  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

~ Robert Bailey ~ 2 Comments

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