Crm Minds

Tag: Power Platform

  • Managed vs. Unmanaged Solutions in Power Apps/Dynamics 365

    The content explains the differences between managed and unmanaged solutions in Power Apps and Dynamics 365, emphasizing their roles in development, testing, and production environments. Unmanaged solutions allow for flexibility and editing, whereas managed solutions are fixed and secure for deployment. Understanding solution layers is crucial for maintaining effective customizations.

  • Creating and Managing Data Masking Rules in Dynamics 365

    Data masking in Dynamics 365 is vital for protecting sensitive customer information, such as credit card numbers and social security numbers. This technique replaces confidential data with masked characters, permitting access only to authorized users. The post explains how to create, manage, and assign masking rules to ensure data security…

  • Dynamics 365 – How to Start a Plugin Project with PAC CLI

    This article explains the process of quickly creating a new Dynamics 365 Plugin project using PAC CLI. It covers the installation of PAC CLI via .NET Tool, project setup, and the steps to create and deploy a plugin. Key commands and configurations for generating early bound models are also detailed…

  • Dynamics 365 -Custom Filter for Subgrids with setFilterXml

    The post discusses the use of the setFilterXml method in Dynamics 365 for applying custom filters to subgrids. It highlights accessing the subgrid control, retrieving existing FetchXml, modifying queries if needed, and using setFilterXml for custom logic. Note that this method is unsupported, so caution is advised.

  • Dynamics 365 – How to Reduce Used Capacity

    Dynamics 365 – How to Reduce Used Capacity

    To maintain optimal performance in Dynamics 365, regularly monitor environment capacity and identify resource-consuming tables and components. Best practices include capacity usage monitoring, log cleanup, data archiving, proper audit history configuration, and removal of unused web resources, plugins, and solutions. These actions prevent resource exhaustion and streamline management.

  • Copy PowerApps/Dynamics 365 Solutions with PowerShell

    Copying solutions between environments is a common task in Dynamics 365 and Power Apps projects if you do your deployments via DevOps pipelines. In this post, I will explain how to accomplish this task with PowerShell. For connecting to Dataverse via PowerShell, you can check my other post https://crmminds.com/2024/07/05/connect-to-dataverse-with-powershell/ Why…