• Customizing the Opportunity Close Window in Dynamics 365

      Nick Chin, 20 December 2019

      With the general release of the Wave 2 update at the start of October 2019, the ability to customize the Close Opportunity form is now available! In this blog I will go through enabling this ability as well as giving an example of adding custom fields.How do you customize the Opportunity Close form?

      Read the full article here
    • Working with Queue Items and On Demand Workflows in Dynamics 365

      Zoe Sands, 18 December 2019

      While working with Queues and Queue Items in Dynamics 365 for a client I came across a data issue that required a bulk data update on Queue Items. As the nature of my data update could be handled by an On Demand Workflow, naturally this is what I created.When I tried to run the workflow using Advanc

      Read the full article here
    • How to format numbers stored and displayed as text in a Canvas Power App

      Colin Maitland, 17 December 2019

      In this article, I demonstrate how to format the display of a number in a Canvas Power App as it is being entered by the user. This demonstration uses the example of a custom calculator created using various buttons, labels and formulas and which allows the user to enter up to 12 numeric digits as p

      Read the full article here
    • How to Correctly Deploy a Power Apps Component Framework Custom Control

      Adam Murchison, 11 December 2019

      When deploying a Custom Control, I noticed that the Custom Control was not updating from the previous version. I struggled to work out why this wasn’t overwriting the previous version of the Custom Control, so I was removing the dependencies and deleting it, then re-deploying the Custom Control each

      Read the full article here
    • How to Capture Power BI Queries sent to Dynamics 365

      Colin Maitland, 10 December 2019

      In this article I briefly demonstrate how to capture the queries that are sent by Power BI to Dynamics 365 (Online) when refreshing a table in a Power BI Data Model.The example used in this article is based on an Account query. This query includes steps to filter, select, sort and expand the retriev

      Read the full article here
    • Creating a Data Source within Customer Insights

      Ronelle Raath, 09 December 2019

      With the new Customer Insights feature released by Microsoft in July 2019, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This means that Contact information stored in Dynamics 365, as well as their related paym

      Read the full article here
    • Creating a Prediction (Binary Classification) Model with the AI Builder

      Ronelle Raath, 06 December 2019

      Recently, Microsoft have released new Artificial Intelligent functionality, which can easily be added to Power Apps and Microsoft Flow (now called Power Automate). At the time of writing this blog there are four AI Models, Form Processing, Object Detection, Prediction and Text Classification. This b

      Read the full article here
    • 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

      Read the full article here
    • Custom Power BI UTC to Local Date/Time with Daylight Saving Time Function

      Colin Maitland, 03 December 2019

      In a previous article, I demonstrated several approaches for transforming Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values. In this article I demonstrate the structure of the custom Power BI function referred to in that article. This article demonstrates the inte

      Read the full article here
    • Why can't I publish my AI Builder Prediction (Binary Classification) Model?

      Ronelle Raath, 02 December 2019

      Microsoft AI Builder is a Power Platform capability that puts awesome Artificial Intelligent capabilities at your fingertips.We have four AI models available in the preview release:PredictionForm ProcessingObject DetectionText ClassificationThe preview released only to Environments in the US and Eur

      Read the full article here
    • 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

      Read the full article here
    • Clarifying Power Apps Push Notifications via Power Automate Flows

      Sean Roque, 28 November 2019

      Power Automate provides us with a connector that allows for sending Push Notifications to your Canvas Power App. Most of the details can be found here.Here are a few of our findings while implementing this Power Automate functionality.The link above mentions that a known limitation of the Push Notif

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • Security and Restrictions for Microsoft AI Builder

      Ronelle Raath, 25 November 2019

      Before we start, what is the AI Builder?In a nutshell, it is a Power Platform capability that puts awesome Artificial Intelligent capabilities at your fingertips.While I’m writing this blog, it is currently available to you in a Preview released only to Environments in the US and Europe regions. Cer

      Read the full article here