• Quickly Switch between the Classic Mode and the Unified Interface in Dynamics 365

      Harshani Perera, 23 September 2019

      Currently both the Classic Mode and the Unified Interface (UI) of Microsoft Dynamics 365 can be used however the Classic Mode is going to be deprecated by Microsoft soon. If you are still using the Classic mode but you would like to take a quick peak at the new UI, there is a quick and easy way to m

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    • Updating Data on Inactive Records in Dynamics 365

      Jordan Hohepa, 20 September 2019

      I recently found a problem where I was able to edit the data of an inactive record in Dynamics 365. This is because there is logic that unlocks these fields on load of the form. The screenshot above shows a record that is Inactive which would normally mean that it cannot be edited. The screenshot be

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    • Object Recognition using the Microsoft PowerApps AI Builder

      Harshani Perera, 19 September 2019

      What comes to your mind when you hear Artificial Intelligence? A whole bunch of Hollywood films? Something for coders to figure out? Something too expensive to implement? Too complicated or just out of reach?This is no longer the case with Microsoft’s new AI Builder. The AI Builder easily allows us

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    • How to submit a Microsoft Support Ticket to get a faster response

      Harshani Perera, 18 September 2019

      While using Dynamics 365, you could come across issues that may be due to application errors/limitations and require investigation by Microsoft. In these situations, you can submit a support ticket with Microsoft, and they will investigate the issue.When logging a support ticket, you should try to s

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    • How to display the Parent Customer Name on a Gallery or Form in a Canvas PowerApp

      Colin Maitland, 17 September 2019

      In this article, I demonstrate how to display the name of the parent Customer for a Contact on a Gallery or Form in a Canvas PowerApp.The App used for this example is connected to the underlying Contacts and Accounts entities in Dynamics 365 using the Common Data Source (CDS) Connector.In Microsoft

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    • A Best Practice Use of Formatting, Variables and Comments in Power BI DAX Expressions

      Colin Maitland, 16 September 2019

      In this article I demonstrate a best practice for the writing of a Data Analysis Expression (DAX) in Power BI regarding the use of formatting, variables and comments.The formula used for my demonstration adds a calculated field named Is Supporter to a table named Supporter. This is a table of merged

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    • Setting Values in Dynamics 365 Portals using Entity Metadata

      Jordan Hohepa, 13 September 2019

      With Dynamics 365 Portals you can add Entity Web Forms which are the Portals’ way of displaying Dynamics 365 CRM Forms, allowing Portal Users to Create, View and Update records in Dynamics 365. The screenshot is an example of a Web Form that shows a simple Lead form to collect information about the

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    • Using the Business Card Reader Custom Control in Dynamics 365

      Jordan Hohepa, 11 September 2019

      Recently it has been announced that there will be a wave of new Artificial Intelligence features being added to Microsoft PowerApps. The AI based features will be simple to add pieces of functionality that can do things like process a form or recognise objects in a picture. This blog covers the ‘Bus

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    • How to update Dynamics 365 Option Set controls in a CDS Canvas PowerApp

      Colin Maitland, 10 September 2019

      In my previous articles, I have demonstrated how to set the default values for Lookup and Option Set field bound combo box controls in a Canvas Power App connected to a Leave Requests entity via the Common Data Service. In this article I demonstrate how an Option Set field bound combo box control ca

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    • How to use Parameters in Power Query in Power BI

      Colin Maitland, 09 September 2019

      In my previous article I demonstrated how to use Connection Parameters in Power BI for the configuration of the Source step in Power Queries used to load data from Dynamics 365 (Online). In this article I will demonstrate how to use Parameters in Power Query.The following image shows the first three

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    • How to Configure Data Source Setting Parameters for a Power BI Data Model

      Colin Maitland, 06 September 2019

      In this article, I demonstrate the use of parameters for connecting a Power BI Data Model to Dynamics 365 (Online). This approach simplifies the subsequent task of updating the Data Source Settings after the Data Model has been published to the Power BI Service. For instance, it may be desired to co

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    • How to Change a Power BI Relationship from Many-to-Many to One-to-Many

      Colin Maitland, 05 September 2019

      Recently when configuring a Power BI Data Model for Dynamics 365 I encountered a situation where I was not permitted to create a One-to-Many relationship in the data model between a Dimension table and a Fact table. Power BI automatically created a Many-to-Many relationship between the tables concer

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    • How to Update Related Date Picker Controls in a Canvas PowerApp

      Colin Maitland, 04 September 2019

      In this article, I demonstrate how to configure two related date picker controls in a Canvas PowerApp so that Date To is updated to Date From, and Date From is updated to Date To, if the User selects a Date From date that is greater than Date To or a Date To date that is less than Date From.The exis

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    • How to Programmatically set Date Picker and Days Controls in a Canvas PowerApp

      Colin Maitland, 03 September 2019

      In this article, I demonstrate how to configure the default values for a Days From and Days To date picker controls and a related Days control in a Canvas PowerApp. I also demonstrate how to programmatically update the Days control to display the number of days between the two selected dates when th

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    • Dynamics 365 Data Export Service Configuration Tip

      Nick Chin, 02 September 2019

      Recently I encountered an issue with the Data Export Service configuration.When you add the Data Export Service from the AppSource, it will open a new screen.In my situation the configuration was unable to find the Dynamics 365 organization.I noticed something was wrong with the URL. The URL has “po

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