• How to optimize Power Virtual Agent Conversations

      Ronelle Raath, 24 January 2020

      Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor. Essentially this means you can have a personalized, friendly, interactive experience

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    • How to Translate Dynamics 365 Field Values to Power BI

      Colin Maitland, 23 January 2020

      In this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N

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    • Back up Dynamics 365 with the Power Platform Admin Center

      Nick Chin, 22 January 2020

      Microsoft recently released Backup & Restore functionality to the Power Platform Admin center and changed this to the default. This is quite different, so I will give you an overview. If you open the “Backup & Restore” tab in the classic Dynamics 365 Admin Center You will now get this pop-up

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    • Customer Insights and Dynamics 365 Customer Cards

      Ronelle Raath, 21 January 2020

      With the new Customer Insights feature released by Microsoft, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This unified Customer view can then be made visible in Dynamics 365 with the use of Customer Cards. Gi

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    • Deleting Data Sources in Microsoft Customer Insights

      Ronelle Raath, 20 January 2020

      With Microsoft Customer Insights, you can now unify all your Customer data stored and managed across the whole business across multiple data sources into one unified Customer view.This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stor

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    • Adding a Power Automate Flow into a Power Platform Solution

      Adam Murchison, 17 January 2020

      Microsoft’s Power Automate platform is improving and there are always better ways to do tasks, with this in mind I’ve written this blog to facilitate your processes involved with Power Automate. Why add a Power Automate Flow into a solution?You should add the Power Automate Flow into a solution so t

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    • Key Tips for Setting up Dynamics Customer Insights

      Ronelle Raath, 16 January 2020

      Recently I worked on setting up a Unified Customer using Microsoft Customer Insights for Magnetism Solutions. But where do you start? Essentially having insights into a unified customer profile, you can then better target customer engagements through actions like campaigns and support activities. S

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    • Dynamics 365 Error in Google Chrome

      Nick Chin, 15 January 2020

      Suddenly on Thursday the 14/11/2019 NZST a customer was having issues with Dynamics 365 when using Chrome, it was freezing and displaying a blank/white tab. Users would need to restart Chrome to load Dynamics 365 again.I was unable to replicate this issue on my laptop, however the users affected we

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    • Improve Navigation when Creating Topics for Dynamics 365 Power Virtual Agents

      Ronelle Raath, 08 January 2020

      Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor.To guide your Bot’s conversation with Users you use Topics. In this Blog I will highli

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    • Insight Capabilities Available within Microsoft Dynamics 365

      Ronelle Raath, 07 January 2020

      The definition of an insight is…“The capacity to gain an accurate and deep understanding of someone or something.”Within Dynamics 365 this simply translates to…“The capacity to gain an accurate and deep understanding of your Customer within your business.”You can achieve this through several feature

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    • 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?

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    • Using Measures instead of Bi-Directional Filtering Relationships to filter Slicers in Power BI

      Colin Maitland, 19 December 2019

      In this article I demonstrate how to filter slicers using a measure instead of using bi-directional filtering relationships. I will also briefly highlight that the implementation and use of bi-directional filtering relationships between dimensions and facts for the purpose of filtering slicers is no

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    • 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

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    • 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

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    • Benefits of Customer Insights

      Ronelle Raath, 12 December 2019

      Microsoft released Customer Insights in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This had me thinking what are the key benefits of Customer Insights?So here are my findings on some key benefits:Cu

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