In this episode of the Dynamics Mechanics podcast, we discuss data integration strategies and considerations when building Dynamics 365 systems. Integration is a very significant topic when it comes to more complex and intricate systems that require interaction with other corporate systems. When we migrate and deploy systems to cloud environments we must take even more care as the consequences of poor decisions become more severe.
The status subsystem is a feature in the Dynamics platform that is often overlooked or at least often thought of as insignificant functionality that comes out of the box on every entity. Customizers have varying perspectives on how they ultimately… Read More ›
There is a persistent pattern of confusion around the concept of team-based security. When it comes to security roles, we’ve always been told that security is effectively a culmination of inherited rights. Users may obtain these rights or privileges from… Read More ›
The teams feature was introduced as part of a solution to help people more easily collaborate within a group business context. Prior to teams, customers found it challenging to create the proper security configuration where the owner of a record… Read More ›
Dynamics attachments are an important feature that allows users to add contextually relevant documents to business data within the system. The challenge is this feature as implemented has consequences we should be aware of as we make longer term design decisions for our systems.
FetchXML is a style of late bound queries that provides a similar experience to using SQL in an application. The convenience of it lends itself to being used in your code base. Developers will often copy and past FetchXML into their methods from blog posts online or even examples out of the Dynamics CRM SDK. The challenge is that the convenience of FetchXML comes at a cost that is not only insidious, but I consider a form of hidden technical debt in Dynamics code bases.
Security in Dynamics 365 is kind of this mysterious topic. It’s not documented in any meaningful depth and what is known publicly comes more from observation than a comprehensive look at its physical implementation. The underlying orchestration is somewhat of… Read More ›