Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Deleting images in Dynamics 365 should be simple, right?

 

Well, not it is not always as simple as it should be.

Recently, I had a requirement to allow image deletion in a controlled way—not just a free-for-all delete-fest.   Naturally, my first thought was security roles or column security profiles.  But no dice.

Our developer, brimming with enthusiasm, was all set to unleash JavaScript.  But as anyone who's ever inherited a CRM system knows, JavaScript solutions can age about as well as unrefrigerated seafood.  I prefer solutions that are robust and maintainable, even after the original developer has vanished into the ether.

So, a few minutes of strategic thinking later, I had a perfect, fully supported, and JavaScript-free solution!  We added a simple slider that triggered a Power Automate flow to delete the photo and reset the slider—clean, controlled,supported and no rogue scripts lurking in the background.  This also meant that auditing - another out of the box feature of Microsoft Dynamics 365 - could tell us exactly who was uploading the incorrect photos!

The best part?  The team responsible for deleting images uses a different app than those uploading them, so access control was naturally built in.

A win for logic, maintainability, and my ongoing mission to reduce unnecessary JavaScript in the world.

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.