Determine Where Form Data is Stored in D365FO
There are many scenarios in D365FO where knowing where data on a form is coming from is needed. A couple scenarios include trying to write custom reports or for tracking data changes using something like the Fastpath Audit Trail tool. There are a couple different...
Creating a Read Only Role for D365FO – User Interface
I previously wrote about how to create a read only role for D365FO via the AOT. A lot of users thought my use of the term 'easy' in the title was misleading, which I can't really argue with, It does get slightly technical on how to create it. So I thought it might be...
Using TPF to Protect Sensitive Data in Grid Columns for D365FO
I've covered the topic of the Table Permission Framework previously but wanted to give an example of how it can be used for protecting columns within grids in D365FO. Scenario There is a form within D365FO that contains a grid that has a sensitive data within a...
Presenting at Upcoming User Group Conferences
I'm excited to be speaking in-person at a couple upcoming conferences. I am looking forward to seeing friends and other attendees again and sharing my knowledge and expertise! Dynamic Communities Summit North America October 12th - 15th | Houston, Texas Common...
Creating a Zip File From Multiple MemoryStreams in D365FO
I recently had a requirement to take many pieces of data from D365FO, create a CSV file out of each data piece, and then wrap these files in a zip file for easy downloading by an end user. In my case, the requirement was that all of the data should be held in memory...
How to Determine Compatible Deployable Package Versions in D365FO
Working for an ISV, whenever we release a new deployable package I get questions surrounding its compatibility with a customer's environment. When adding a deployable package to a shared asset library in LCS, the platform version and build information is shown: This...
How to Apply Multiple XDS Policies to the Same Role in D365FO
I've written about XDS policies and how to apply them in the past, but what about the scenario where you want to apply multiple XDS policies to the same role in D365FO? How would you go about achieving that? Test Scenario For my test scenario, I want a role to only be...
How to Apply D365FO Extensible Data Security Based on the Current User
I have written in the past about Extensible Data Security (XDS) in D365FO, it has been one of my most popular posts. I often get questions about it, but one that I get quite often is wanting to apply XDS based on the current user. The use case is something along the...
Understanding Microsoft Dynamics 365 Product Naming
There is a lot of confusion around the naming of Microsoft Dynamics 365 products so I wanted to create a post for reference. Each Dynamics solution meets a different business need and utilizes a completely separate programming language and integration model so in most...
How to Fix Broken Security References in D365FO
If you have used the Security Configuration area within D365FO to remove security layers in the past, you may have noticed that there are certain security features that still show these removed security layers. To demonstrate this we will be utilizing the Security...
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