In this blog, I will try to demonstrate how we can integrate Twilio for sending SMS from Dynamics CRM using Power Automate. SMS functionality is required by clients for many business use-cases.Some of them are listed below. Lead creation Customer Onboarding Case creation Let’s start with Twilio account creation in case you don’t have you […]
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at email@example.com Few months back I wrote an article on File Data type in Dynamics 365/ CDS where I explained the details of this data type and explained how you download the content of the […]
Wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable. Low Code No Code solution To achieve this requirement we can make use of Business Rule where we can check if CreatedOn field contains data and if true lock […]
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at firstname.lastname@example.org This one is one of the simplest requirement as it gets and yet you may stumble upon it. Reading the subject of this blog you may wonder, come on business rule have this […]
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at email@example.com For a long time this has been the ask by so many customers. Show a notification message bar on a Dashboard. Very similar to the application message you see on the Application message […]
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 can’t see Assign button or Share button.
Entity Ownership Types
Contains data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities cannot be assigned or shared. For example, products are owned by the organization. These entities have an attribute named organizationid.
Entities that belong to a business unit. These entities have an attribute named owningbusinessunit.
User or Team Owned
Assigned to a user or to a team. These entities contain data that relates to customers, such…
Here is a question from one my readers which is a common question, so I am putting the answer here so lots of people can read it.
“I am working as a Dynamics 365 functional consultant But I want to become a Dynamics developer. Can you please give me an idea on what are the pre-requisites for this? I have basic knowledge of C# and MSSQL”
Moving from a functional consultant to Dynamics developer is an easier path with the progress of no code and low code solutions. Power Automate, Power Apps and Logic apps offer lots of ways to create customisations that would normally have taken C# code.
Become a Dynamics 365 expert
Study for the MB-200, It has free online training at the bottom of the link.
Do not cheat and download answers because if you get caught the results of all your certifications will…