• Optimise Setting Default Values for Dynamics 365 Lookup Controls in a Canvas PowerApp

      Colin Maitland, 23 August 2019

      In a previous article, I demonstrated how to set the default values for Dynamics 365 Lookup fields in a Canvas PowerApp. The example used was a Leave Requests app that requires the selection of Requester and Manager.The following image shows the formula used for setting the default Requester to the

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    • How to Set the Default Value for a Dynamics 365 OptionSet Control in a Canvas PowerApp

      Colin Maitland, 22 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Option Set field in a Canvas PowerApp. The approach demonstrated eliminates the need to change the bound ComboBox control to an unbound DropDown control. Because of this, it a

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    • How to set the Default Value for a Dynamics 365 Lookup Control in a Canvas PowerApp

      Colin Maitland, 20 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Lookup field in a Canvas PowerApp.The demonstration application is a sample ‘Leave Requests’ Canvas PowerApp. The app uses the Common Data Service (CDS) connector to access a

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    • How to Import a PowerApp Package

      Colin Maitland, 28 May 2019

      PowerApps can be exported as a package from one environment and then imported into another environment. In this article, I will demonstrate how to import a PowerApp package. This demonstration uses a simple ‘Leave Requests’ PowerApp that connects to Microsoft Dynamics 365. A Plan 1 or Plan 2 licence

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    • Context Transition when Using CALCULATE Function in Power BI

      Colin Maitland, 23 May 2019

      When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE function is to modify the Evaluation Context of an expression. In this article, I will demonstrate

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    • How to Sort Multiple Sets of Age Groups in Power BI

      Colin Maitland, 22 May 2019

      In this article, I will describe how to configure sorting for an Age Group dimension in Power BI that has multiple sets of Age Groups for the same age ranges. The example discussed in this article is based on aggregating Referrals stored in Dynamics 365 by Age Group. The Power BI Data Model has an

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    • Dynamics 365 Currency Configuration for Price List Items

      Colin Maitland, 20 May 2019

      In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and Percent Margin Pricing Methods may be proportional to either the Current Cost or the Standard Cost of t

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    • Flattening Opportunity and Opportunity Products in Power BI

      Colin Maitland, 08 May 2019

      In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote, Order, Invoice and their corresponding Quote Product, Order Product and Invoice Product entities. In Po

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    • Power BI Desktop Memory Issue Resolution - Part 2

      Colin Maitland, 08 February 2019

      In part one of this article, I described my experience of a “not enough memory to complete this operation” error I encountered in Power BI desktop. In this part, I will describe the cause and resolution for this issue. The cause of the issue was actually the formula used for generating the Sequentia

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    • Power BI Desktop Memory Issue Resolution - Part 1

      Colin Maitland, 05 February 2019

      In this article I will describe a “Failed to save modifications to the server …  not enough memory to complete this operation” error I encountered in Power BI desktop and how this issue was resolved. The Power BI Data Model included a Referred Contact dimension table, Referrals fact table and a

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    • Duplicate Detection Rule for Comparing Leads with Contacts in Dynamics 365

      Colin Maitland, 26 November 2018

      A little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the record being created or updated. For example, Duplicate Detection Rules can be configured that chec

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    • Discount Calculation Method for Product Line Items in Dynamics 365

      Colin Maitland, 15 November 2018

      There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s

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    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 3 of 3

      Colin Maitland, 07 September 2018

      In the third of this three-part series I will describe the second of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

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    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 2 of 3

      Colin Maitland, 06 September 2018

      In the second of this three-part series I will describe the first of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

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    • Tax and Discounts Quotes/Orders in Dynamics 365 - Part 1 of 3

      Colin Maitland, 05 September 2018

      In the first of this three-part series I will briefly describe how the Tax Amount field for Quote/Order Products and Total Tax Amount field for Quotes/Orders in Microsoft Dynamics 365 work, especially when a Discount has also been applied to Quote/Order. TAX AMOUNT AND MANUAL DISCOUNT ON QUOTE/ORDER

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