Dataverse + CRM
Dataverse and Dynamics 365 CRM resources
Last edited .
Start here
Start with the official resources to understand the platform and data model. Use the tools when you have a specific task, and review what access each tool needs before connecting it.
Official resources
- Dataverse documentation
- Dataverse training
- Dynamics 365 implementation guide (Success by Design) - FastTrack’s distilled experience
- PowerObjects CRM Book (Archived 2019)
Community resources
- Microsoft Dynamics 365 Blog
- MSDynamicsWorld
- Dynamics 365 Community - official forums and blogs
Tools
- XrmToolBox, video tutorial, SQL4CDS
- Level Up for Dynamics 365 - Chrome / Edge
- Power Platform CLI
- Dataverse Solution Scanner - sample solution backup and scan scripts; review and adapt before use
- Data cleansing: Data8, DQ Global
Add-ons and extensions
- ClickDimensions - marketing automation for Dynamics 365
- HCL PowerObjects - productivity and usability add-ons
- Experlogix Document Automation - document generation (was Xpertdoc)
- Inogic - productivity and usability add-ons
- pcf.gallery - community-built PowerApps component framework components
Still stuck? Work with me or get in touch.