D365 – Understanding Fields
What are Fields? Fields store value based on data types (Text, Decimal, Lookup, etc.) If entity is a table in SQL, Field is a column for that entity. Field is…
D365 – Create Connections and Connection Roles
The connections provide a flexible way to connect and describe the relationships between any two entity records Dynamics 365 for Customer Engagement apps. It helps you to promote teamwork, collaboration,…
D365 – Understanding Entity Relationships
Entity relationships define how records can be related to each other in the database. At the simplest level, adding a lookup field to an entity creates a new 1:N (one-to-many)…
D365 – Delete Entities
This Video shows how to can delete entities in Dynamics 365 and the conditions associated with it. https://youtu.be/gWaKUsWrOP0
D365 – Custom Entities and Security Roles
You can create new security roles to accommodate changes in your business requirements or you can edit the privileges associated with an existing security role. This video explains how you…
D365 – Types of Entities
Before creating or editing entities, you should understand that there are different types of entities. Once a custom entity is created, these types cannot be changed. The two major divisions…
D365 – Manage Entity Properties
Managed properties only apply when you include an entity with a managed solution and import it into another environment. These settings allow a solution maker to have some control over…
Dynamics 365 – Enable Folder Tracking
This video describes how to Enable Folder Level Tracking in Dynamics 365. https://youtu.be/oz1HgBbpaVk Also See: https://youtu.be/ZSMFg_HY2Hk
Dynamics 365 – Configure Email Services
This video explains how to configure, Email Server Profile and to enable Server Side Synchronization.
Dynamics 365 – Hierarchy Security
This video discusses about Hierarchy Security in Dynamics 365. Hierarchy Security does not replace other security models, but helps you to extend security to record level.