Photo designed by FreePik Licensing in Dynamics 365 is complex, licensing in D365FO is even more difficult. I’ve written numerous articles in the past on licensing but one question I get quite often is ‘What License Do SysAdmins Need in D365FO?’ Let’s take a look at what the Dynamics 365 Licensing Guide says and if […] The post What License Do SysAdmins Need in D365FO? appeared first on Alex Meyer ..read more

With the Dynamics Communities Summit Conference fast approaching, I wanted to share a lesson plan overview of the Summit Academy class that Peter Ramer and myself are presenting. Links D365FO Administration & Developer Overview – Academy Class Class Overview YouTube Video Dynamic Communities Summit Conference Course Lesson Plan Overview Development Options Cloud Hosted Environment Local […] The post Summit Academy – D365FO Administration & Developer Overview Class Plan appeared first on Alex Meyer ..read more

A while ago I wrote a blog post on how you could obtain metadata about data entities within D365FO. Originally this was written against version 10.0.35, I wanted to update this for the 10.0.40 release. The updated file can be found here: D365FO Data Entity Metadata 10.0.40 As a refresher, this Excel has the following […] The post D365FO Data Entity Metadata in 10.0.40 appeared first on Alex Meyer ..read more

With Microsoft on a true ‘one version’ solution for Dynamics 365, it can become extremely important to ensure change management practices are followed during updates. I have previously released a tool that could potentially help with this process and I wanted to walk through how this can be done. Extract Configuration Settings Because of my work, I normally have multiple versions of D365FO available. In my case, I had a 10.0.39 and a 10.0.40 D365FO version available. I was able to install the D365FO Admin Utility in both environments and then ran the ‘Export System Configuration’ option: I wa ..read more

We’ve had some great community contributions to get us to v1.6 of the D365FO Admin Utility! D365FO Admin Toolkit v1.6 D365O Admin Toolkit v1.6 Release D365FO Admin Toolkit GitHub Note: This release has been built against a 10.0.39 version of D365FO. Let’s look at the new features and functionality and bug fixes in this release! New Features Adding support for having an automatic expiration on the assignment of the SysAdmin role. This feature was primary developed by Jonas Melgaard now follows the same practice as the ‘just in time’ access for D365FO tier 2 environments. To enable the feature ..read more

It’s time for another release of the D365FO Admin Toolkit, we are now on version 1.5! Version 1.5 Release D365FO Admin Toolkit v1.5 Release D365FO Admin Toolkit GitHub Note: This release has been built against a 10.0.39 version of D365FO. Let’s look at the new features and functionality and bug fixes in this release! New Features Excluded Users Added ability to dynamically add / remove users that should be processed by the ‘disable user’ job. This feature will also be used going forward for future features that process user metadata (for example, syncing Entra ID user status to D365FO eg: if a ..read more

This is going to be a slightly different type of post than I normally do and I fully expect it may cause some potential ‘spirited feedback’ but my goal is to lay out a roadmap to creating content from a partner or ISV perspective and how to increase your leads and prospect interactions. This post stems from a presentation I co-presented with Peter Ramer at the recent DynamicsCon Live conference. In the session, Peter and I talked about the process of creating content that drives engagement and the process of technically creating a blog or recording videos. It was a great session with lots of g ..read more

I’m excited to announce the v1.4 release of the D365FO Admin Toolkit! Version 1.4 Release D365FO Admin Toolkit v1.4 Deployable Package D365FO Admin Toolkit GitHub Note: This release has been built against a 10.0.39 version of D365FO, which is the current GA release.   Let’s look at the new features and functionality and bug fixes in this release! New Features Automatically Disable Users Who Have Not Logged In This is a feature that I’ve heard asked about many times in the past, but the idea is that if a user does not log into D365FO for a set number of days that you want to automatically ..read more

Earlier this year I released the initial version of the D365FO Admin Toolkit as an open source project on GitHub. One piece of (extremely fair) feedback I got was that I did not explain the process on how to clone the source code of that project to a local machine if you wanted to extend the solution or even if you wanted to help contribute to it by creating new features or functionalities. This blog post walks through the steps you need to take if you want to clone a D365FO solution from GitHub to a local development environment. Prerequisites Having an already created (free) GitHub account ..read more

The Deny permission in D365FO is a powerful piece of functionality that I’ve written about before. But if you want to utilize this feature from the AOT, there are some things to know about and keep in mind to ensure you are correctly configuring this access. In the AOT If you are setting up object access within the AOT and want to apply a Deny permission to an object you will need to go to the Access Level parameter and select the ‘No Access’ option. As an example, of what this would look like I created a test privilege called ‘AMTestPriv’ and assigned the CustTableListPage menu item at a ‘No ..read more