Security Series Part Three: Teams โ€“ Because Youโ€™re Not Paid Enough for Manual Security Assignment

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 โ€” the main … Continue reading Security Series Part Three: Teams โ€“ Because Youโ€™re Not Paid Enough for Manual Security Assignment

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 Portals fit into the Power Platform

Ah Portals, our favorite child of Microsoft Dynamics CRM. It's been around for while and people have gotten used to it as a piece of the D365 picture. However, people are starting to pick up on the fact that the Power Platform has a Portal offering too? Is this the same thing? How do Portals … Continue reading How Portals fit into the Power Platform

Why it’s a good idea to opt in to early access Power Platform and D365 updates

Managing changes coming from Microsoft and staying on top of the latest updates and deprecated can be quite daunting for many. If you let up on it for a couple of months, as many of us are wont to do, myself included, you can quickly find yourself overwhelmed by what's new out there simply because … Continue reading Why it’s a good idea to opt in to early access Power Platform and D365 updates