• Using Document Templates in Dynamics 365

      Ronelle Raath, 16 May 2019

      Why use Document Templates in Dynamics 365? Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365 data with just a few clicks as well as ensure a consistent look and feel out to your customers.I have

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    • Filtering data in PowerApps using Search and Tags

      Isaac Stephens, 15 May 2019

      It is easy to search for an item in PowerApps with the built in Search() function by simply setting the Items attribute in your Gallery to Search(source, textbox.txt) as shown in the image below. However, this only looks for that exact sequence of characters/words. Sometimes you will want to search

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    • Ensuring users can view Duplicate Records in Dynamics 365 v9

      Alfwyn Jordan, 14 May 2019

      Recently one of our Dynamics 365 clients came to us saying that some users were unable to see the results of a duplicate detection rule when entering new contacts. Instead of seeing the duplicates that had been found by the rule, an empty view like the one below was displaying:  After a bit of

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    • Unified Interface Settings in Dynamics 365 v9 April 2019 Release

      Ronelle Raath, 13 May 2019

      With the April 2019 Release of Dynamics 365 version 9, a few things have changed. One being the options within the settings cog located at the top right-hand corner of the screen.You now have a few different options: 1.    Personalization Settings 2.    Advanced Setting

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    • Dynamics 365 CRM v9 is Slow!

      Gayan Perera, 10 May 2019

      Now that I've got your attention, the truth: Dynamics 365 CRM v9 is actually very quick! The Power Platform team has done an amazing job getting screens to load within a couple of seconds. This of course is the case for the majority of people using the platform. However, sometimes, you’ll hear comme

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    • Dynamics 365 - Who Created that Solution?

      Roshan Mehta, 09 May 2019

      Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create solutions. Sometimes, a change is made in your system and even though you can track it down to a solution

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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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    • The not so secret key to CRM implementation success

      Shalane Williams, 07 May 2019

      You’ve commissioned a shiny new CRM 6 months ago. You’ve gone through the analysis and design phase; development is done and the final system testing by your CRM partner is in progress. Excitement is mounting, you can’t wait to get your hands on it! BUT, have you thought about what your plan is to t

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    • Lookups vs OptionSets

      Nick Chin, 06 May 2019

      Why use a Lookup over an OptionSet? OptionSets are a simple way to deal with lists and will meet most of your requirements, however in some situation you might want to use lookups. Why would I choose to use Lookups instead of OptionSets? •    Large amount of Options:    

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    • Bookmarklet to open a record in the Classic Web Client

      Jared Johnson, 03 May 2019

      If you have set the Unified Interface Client as the default (details on how to do this are here) you may want to quickly open a record in the classic Web Client. For instance, you may want to access the Background or Realtime processes sessions for a record and these are not currently viewable in th

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    • Creating a Dynamics 365 Trial Instance without any preinstalled apps

      Isaac Stephens, 29 April 2019

      Back in 2017, this blog showed you how to get a 30 day trial of dynamics 365. These trial instances of Dynamics 365 are all prebuilt applications, which may or may not be useful to your business. This blog will show you how to get a fresh instance of Dynamics 365 with no preinstalled applications. F

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    • PowerApps -- Passing Null Values to Entities in CDS

      Alfwyn Jordan, 26 April 2019

      In the current version of PowerApps, passing null to a text field is fairly easy as you can use the function Blank(). As the document states, this only works for data sources that support null values. CDS as a data source does not currently allow this. To get around this, we need to enable an experi

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    • Microsoft Power Platform is not just for the big guns

      Gayan Perera, 25 April 2019

      The Microsoft Power Platform is an amazing set of tools that can help businesses serve their customers smarter, faster and better. However, most of the marketing and messaging around the Power Platform is geared toward big companies. Almost all the case studies are from companies such as Heathrow Ai

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    • Setting up Error Logging for Dynamics 365 Portals

      Jordan Hohepa, 23 April 2019

      Recently one of our clients ran into issues with the Dynamic 365 Portal. As we were attempting to find a solution to the issues they were receiving we came across the error message shown in the below screenshot. As you can see, this is a very generic error and doesn’t provide us with much informati

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    • How to fix the 'Could not find the entity' error in KingswaySoft SSIS

      Arpit Malhotra, 18 April 2019

      When doing a data migration using KingswaySoft, you may encounter the following error upon migrating activities where ‘mag_entityname’ is the Entity you are migrating: “System.Exception: An error has occurred when retrieving metadata for CRM entity 'mag_entityname': CRM service call returned an err

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