• Assigning Power Apps per App Plan Licenses to Users in your Organisation

      Alfwyn Jordan, 18 February 2020

      Licensing has changed yet again. There are two license types that are of use and it depends on how many apps you’ve built. There’s the unlimited plan, and the per app plan. Visit https://powerapps.microsoft.com/en-us/pricing/ for more details. The steps to assign licenses is no longer straightforwar

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    • Manually Creating Dynamics 365 Portal Users with an Azure AD B2C Connection

      Jordan Hohepa, 10 February 2020

      Recently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering

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    • How to use a Microsoft Power Virtual Agent to Enhance your Website

      Ronelle Raath, 07 February 2020

      There are a few common tips on how to ensure you have a good website. Make sure your website is speedy, that its content is easily accessible and clear, to keep things simple and not over complicated as well as to ensure a personal touch by using real images of your business and people. The main g

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    • How to Execute an Entity Bound Action using the Dynamics 365 Web API

      Adam Murchison, 05 February 2020

      Executing actions from the Dynamics 365 Web API is a neat feature that allows you to execute server-side code/functions from the client side. When implementing this, there are a few hurdles to overcome which can arise when using actions that are bound to an entity rather than an unbound global actio

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    • What are Measures within Microsoft Customer Insights and How To Use/Build Them

      Ronelle Raath, 04 February 2020

      Microsoft released Customer Insights (CI) in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business, within different platforms, into one unified Customer view.Within CI you also have the ability to set Measures, but what are Measures?Well, t

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    • Configuring the Dynamics 365 Unified Interface Timeline Control

      Sean Roque, 03 February 2020

      In the Dynamics 365 Interface Timeline control, Activities are by default, arranged in order of last modified on. The display for these fields in the timeline are currently set to show the default fields as well.This configuration can be found in the Activities tab for the timeline control in the fo

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    • Formatting Numbers in Power Automate Flow

      Isaac Stephens, 31 January 2020

      Power Automate has just released the new Format Number action, which allows you to format a number from one of the out of the box options, or by your own custom number format. This can be useful, as you are able to display numbers in a formatted way while maintaining the base value behind it for gre

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    • Gotchas while Triggering Power Automate Flow from a Power Virtual Agent

      Ronelle Raath, 28 January 2020

      Microsoft launched Power Virtual Agents, a splendid new feature that enables you to create and deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor!You can create an automated personalised conversation with your users t

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    • How to optimize Power Virtual Agent Conversations

      Ronelle Raath, 24 January 2020

      Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor. Essentially this means you can have a personalized, friendly, interactive experience

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    • How to Translate Dynamics 365 Field Values to Power BI

      Colin Maitland, 23 January 2020

      In this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N

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    • Back up Dynamics 365 with the Power Platform Admin Center

      Nick Chin, 22 January 2020

      Microsoft recently released Backup & Restore functionality to the Power Platform Admin center and changed this to the default. This is quite different, so I will give you an overview. If you open the “Backup & Restore” tab in the classic Dynamics 365 Admin Center You will now get this pop-up

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    • Customer Insights and Dynamics 365 Customer Cards

      Ronelle Raath, 21 January 2020

      With the new Customer Insights feature released by Microsoft, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This unified Customer view can then be made visible in Dynamics 365 with the use of Customer Cards. Gi

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    • Deleting Data Sources in Microsoft Customer Insights

      Ronelle Raath, 20 January 2020

      With Microsoft Customer Insights, you can now unify all your Customer data stored and managed across the whole business across multiple data sources into one unified Customer view.This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stor

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    • Adding a Power Automate Flow into a Power Platform Solution

      Adam Murchison, 17 January 2020

      Microsoft’s Power Automate platform is improving and there are always better ways to do tasks, with this in mind I’ve written this blog to facilitate your processes involved with Power Automate. Why add a Power Automate Flow into a solution?You should add the Power Automate Flow into a solution so t

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    • Key Tips for Setting up Dynamics Customer Insights

      Ronelle Raath, 16 January 2020

      Recently I worked on setting up a Unified Customer using Microsoft Customer Insights for Magnetism Solutions. But where do you start? Essentially having insights into a unified customer profile, you can then better target customer engagements through actions like campaigns and support activities. S

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