• Creating and Linking Existing Azure AD B2C Tenants

      Jordan Hohepa, 12 March 2020

      We recently used an identity management service called Azure AD B2C to handle how Users would Sign Up and Sign In to a web application. Azure AD B2C enabled us to customize how the User would log into our website, including the look and feel, allowing us to integrate it seamlessly into our existing

      Read the full article here
    • Dynamics 365 Migrating Power Automate Flows

      Nick Chin, 11 March 2020

      If you have multiple Dynamics 365 environments e.g. Dev, Test, UAT and Production then you may need to migrate Power Automate Flows.There are two ways to import Power Automate Flows into an environment; using a Package (Package.zip) or using a Solution.Package (Package.zip) You can export and import

      Read the full article here
    • Unable to edit record in Dynamics 365 Unified Interface

      Zoe Sands, 10 March 2020

      While upgrading a client from the Dynamics 365 classic interface to the Unified Interface, I noticed that I could not edit records even though I had System Administrator access. I could edit the same records in the classic interface with the same Security Roles.The screenshots below show the differe

      Read the full article here
    • Ensuring all Users can see Auto-posts on the Activity Timeline

      Alfwyn Jordan, 09 March 2020

      We had a problem with our Dynamics 365 system where some users were unable to see the auto-posts that were generated by the system for the Activity Timeline on our Opportunities.User A saw this:And User B saw this:We checked the permissions granted to the users around Posts. And saw that both had th

      Read the full article here
    • PSA: Dynamics 365 Duplicate Detection Bug Stops Business Process Flow from Initializing

      Nick Chin, 04 March 2020

      We discovered a strange bug where the Business Process Flow wouldn’t initialize during Quick Create. It was difficult to pinpoint, however we eventually found that within the Unified Interface on the save of the Quick Create form, if it triggered duplicate detection, somehow the dialog would preven

      Read the full article here
    • Adaptive Card Responses in Teams using Power Automate

      Isaac Stephens, 25 February 2020

      Power Automate recently released two new actions for Microsoft Teams. These actions allow you to post an Adaptive Card to a User or to a Team and wait for a response. Actions generally just run without any human interaction; however, these new actions bring in a new level of Human – Flow interaction

      Read the full article here
    • Beware of Inactive Contacts for Click Dimensions Email

      Sean Roque, 24 February 2020

      In Click Dimensions you can create Email Sends for a recipient, or multiple recipients from Dynamics 365. More information can be found here. Following interaction with that Email Send, an Email Event record is automatically created for a Dynamics 365 Contact/Lead/Account with the matching email add

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here