Category: Dynamics Features (Page 1 of 3)

Dataverse Long Term Data Retention

February 4, 2024 / Andrew Ly

What is Dataverse Long Term Data Retention?

Currently in Public Preview (Q1 2024), Dataverse Long Term Data Retention allows your organisation to archive data to long term storage. But what exactly does this mean?

This means that you can achieve a number of goals:

Reduce your overall Dataverse Database Capacity (more on this later)
Have more control over data that will only primarily be used for auditing or occasional read-only access. It is designed as an interim stage between having live data, and deleted data. Microsoft calls this ‘retained data’.
The ability to query retained data on demand.
Build long term retention policies that will work within your ALM, meaning that you can define as a solution layer and carry your long term retention policies between your higher environments.

Note, that this feature should only be enabled in non-production environments for testing purposes at this stage (see Known Issues).

How do I set up Long Term Data Retention?

Migration of SLAs in Dynamics 365

June 30, 2023 / Andrew Ly

Suppose you are in a position where you need to upgrade/migrate your existing SLA configurations, including SLAs, SLA Items, KPI Items, and associated workflows from one environment to another. In that case, this is how you do it.

Continuous Threat Monitoring for Dynamics 365

January 11, 2022 / Andrew Ly

According to the Identity Theft Resource Centre, data breaches in 2021 were up 17% over 2020 (source). The average cost of data breaches was also escalating with a report by IBM indicating the typical cost was $4.24m per breach (source).

This represents a worrying trend for our industry, and it is no wonder that data security has now become top of mind for CIOs and key decision-makers.

While Customer Relationship Management (CRM) systems are invaluable in managing your client relationships in a central datastore, they also present a soft target for nefarious actors.

In today’s blog post, I will explain what the recently released Continuous Threat Monitoring for Dynamics 365 is and how it can be used to secure your CRM.

Big Year Ahead for UX in Power Platform and Dynamics 365

January 28, 2020 / Andrew Ly

Today the NDA is lifted on 2020 Release Wave 1 for Dynamics 365 and Power Platform.

In this blog I will be covering the User Experience (UX) enhancements within this release focusing particularly on the new visualisations, user interface improvements, and extensibility of controls across Model-Driven, Canvas, Mixed Reality, and Portals.

How to use Mock-Up Data in PCF CLI (July Update 2019)

August 1, 2019 / Andrew Ly

The updated PCF CLI tooling has just been released (July 2019), and one major enhancement is supporting mock datasets (Your Data within PCF Test Harness).

PCF Control – Pulsing Notifications

May 9, 2019 / Andrew Ly

This Powerapps Component Framework (PCF) control takes a string variable, and then if there is a value will start pulsing the message against a blue background. This is to ensure the user doesn’t miss this message.

PCF Control – Progress Bar

May 9, 2019 / Andrew Ly

The Progress Bar control takes a number value (whole number, floating point, decimal) and then renders an animated progress bar. A value between 0 and 100 must be provided.

Dynamics 365 and Power Platform April 2019 Release – Marketing Suite first impressions

January 22, 2019 / Andrew Ly

It feels like Christmas to me, and I’m tearing open my presents. Welcome to my ‘unboxing’ blog series on the upcoming D365 and Power Platform April 2019 Release. Over the next few weeks I’ll be going through the April 2019 release, module by module.

I’ll be specifically looking for those gold nuggets that I think will make a big impact, as well the leaps in innovations that haven’t been seen before in the industry.

Today let’s delve into Microsoft Dynamics 365 – Marketing suite.

What are Flow Premium Connectors?

August 26, 2018 / Andrew Ly

Connectors form the core of Microsoft Flow. Connectors allow your workflows to span across different systems. This means that you can quickly build business processes that span across all your systems allowing you to further automate your work.

Microsoft has, as of August 2018, 213 connectors, most are available with the free version of Flow, and some only available with Flow Plan 1 and Flow Plan 2. These are known as Premium connectors.

What to do with your ADX Studio Portal once Microsoft supports ends?

July 4, 2018 / Andrew Ly

I’ve had several queries from my colleagues in the past couple of months about what they should do about their legacy ADX Studio Portal once official support ends. So decided to summarise all the relevant options and facts surround this in a single blog post and capture it for future reference if others want to understand this further. Most of the information you see here is presented in greater detail on Adoxio and Microsoft’s own websites (links are included below). This will be a (very) quick summary with my analysis and interpretation of the options.

In September 2015 Microsoft announced the acquisition of the Adoxio Inc, the makers of ADX Studio Portals for Dynamics CRM and 365. Break fix support continued to be supported by Microsoft.

However, as of August 1st 2018, Microsoft support for what is known as legacy ADX Studio Portal will be coming to an end.