• Getting Clear on Success Criteria

      Shalane Williams, 05 December 2019

      You’ve commissioned the build of a brand-new CRM, replacing an existing system or upgrading your older version of CRM. It’s been delivered, everyone’s excited to use it but how do you know it’s been a success?Being on time and on budget is a project manager’s goal and a measure of project success. H

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    • Scheduling Dynamics 365 Unified Interface Upgrade in the Transition Portal

      Jared Johnson, 04 December 2019

      With the Web Client scheduled to be removed entirely on the 1st October 2020, Microsoft are automatically transitioning environments to the Unified interface before this date, you may be surprised to see how early they have scheduled the transition if you were expecting to have until October!The Tra

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    • Running a Microsoft Flow from a Business Process Flow in Dynamics 365

      Ronelle Raath, 29 November 2019

      Microsoft Flow can be configured to easily automate tasks which use a range of different applications and services. Not only can you connect to Dynamics 365 from Flow to work with records – you can also run Flows from within Business Process Flows in Dynamics 365.Create Flow:In this example I create

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    • Dynamics 365 Data Migration - how to keep the original Modified On date

      Nick Chin, 27 November 2019

      When moving from a legacy system to Dynamics 365, sometimes it’s important to maintain the “Modified On” date for records, such as Activities. The Timeline control displays Notes and Activities in the order that they are modified.Setting the “Modified On” field in a data migration isn’t possible as

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    • Disable High Density Header Feature in Dynamics 365 Unified Interface

      Jordan Hohepa, 26 November 2019

      With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow

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    • Error Comparing User Local Date Time Fields with Date Only Format in Dynamics 365

      Sean Roque, 22 November 2019

      We encountered a situation when comparing Date Time fields in Date Only format in Dynamics. For a particular Calculated Two Options field, the condition is checking whether one Date Time field is greater than the other In situations where the Expiry Date is the same as the End Date, most of the time

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    • New Customization Experience in Dynamics 365

      Nick Chin, 15 November 2019

      You may have noticed a few years ago the Power Apps logo was added to the Dynamics 365 Solution Customization page. This was a sign of things to come.Microsoft has redesigned the way customizations are done in Dynamics 365.You can view the new Customization experience by clicking the “Try New Experi

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    • Hidden Relationships in Dynamics 365 Advanced Find

      Ronelle Raath, 14 November 2019

      I recently needed to create a many-to-many relationship between two entities for a project. However, when I wanted to use this entity relationship in a View, I could not find it available in Advanced Find. It was like the relationship between these entities did not exist.I thought that setting the r

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    • Dynamics 365 Model Driven App new navigateTo API

      Jared Johnson, 12 November 2019

      In early October a new method was added to the Xrm.Navigation client api documentation, navigateTo. While we already had the openForm method to open a form with Javascript, we had no way of opening a view the same way. This new method now allows us to do that but is only supported in the Unified Int

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    • Add More than Four Fields to a Dynamics 365 Form Header

      Jordan Hohepa, 11 November 2019

      With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form. The new change is known as the high density header. Basically, it allows you to add more than four fields within the header, which was the previous maximum amount. Take the Contact Form

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    • Dynamics 365 Unified Interface Errors when Bulk running Workflows and Flows

      Jared Johnson, 07 November 2019

      In the current version (wave 2) of Dynamics 365 with the Unified Interface, selecting a large amount of records, around 50+ records, in a view and then bulk running a workflow on these records via the Flow button can result in the ‘Too Many Requests’ errors popping up. This will cause the workflow t

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    • How to Call a Child Flow from a Parent Flow

      Satyvir Jasra, 06 November 2019

      As part of the October release, Microsoft released quite a lot of new features for Microsoft Flow (now part of Microsoft Power Automate) which makes development easier and faster for Users. One of those cool new features is the addition of ‘Run a Child Flow’, which means we can call a child Flow fro

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    • How to sort Dynamics 365 Sales Pipeline stages in Power BI

      Colin Maitland, 05 November 2019

      In this article, I demonstrate how to sort Dynamics 365 Sales Pipeline stages in Power BI.The following image shows part of an analysis of Open Opportunities by Sales Pipeline stage. The Sales Pipeline stages have been implemented using Business Process Flow stages; e.g. Qualify, Develop, Propose an

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    • Transforming Dynamics 365 UTC Date/Time to local Daylight Saving and Standard Date/Time in Power BI

      Colin Maitland, 04 November 2019

      In this article, I demonstrate the transformation of Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values in Power BI, taking into account Daylight Saving Time.This demonstration highlights a significant difference in the transformation of these values when the Power

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    • Dynamics 365 the Web Client has been deprecated

      Nick Chin, 31 October 2019

      The legacy Web Client has been deprecated as of September 2019. What does this mean? Microsoft has set the 1st of October 2020 for when the Web Client will no longer be available. If you are still using the legacy Web Client, you will need to transition to the Unified Interface by this date.Microsof

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