• Microsoft Flow New Feature: Copy to My Clipboard

      Satyvir Jasra, 30 August 2019

      One of the long-awaited features ‘Copy to my clipboard’ was made available for Microsoft Flow as part of the July update. Previously, if we had to use the same action multiple times but with slight changes, we needed to add the actions and then configure them individually. Using the copy functionali

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    • How to Create Surveys using Microsoft Forms Pro

      Megha Kainth, 28 August 2019

      With Forms Pro, Microsoft has made it easy to Create Surveys, Send Surveys and View Responses. Forms Pro is a survey solution that builds on the current survey-creation experience of Microsoft Forms in Office 365. It helps you capture and analyse survey responses. In this blog post, I will show you

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    • Beat the Bloat: Assessing your Dynamics 365 Data Storage

      Sarah Coleman, 26 August 2019

      Is your D365 instance getting a bit bloated?  This blog will take you through how to find out which entity tables are the biggest offenders and will give you some ideas on how to trim some excess storage or prevent it accumulating in the first place.These days, to find your company’s D365 data

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    • Optimise Setting Default Values for Dynamics 365 Lookup Controls in a Canvas PowerApp

      Colin Maitland, 23 August 2019

      In a previous article, I demonstrated how to set the default values for Dynamics 365 Lookup fields in a Canvas PowerApp. The example used was a Leave Requests app that requires the selection of Requester and Manager.The following image shows the formula used for setting the default Requester to the

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    • How to Set the Default Value for a Dynamics 365 OptionSet Control in a Canvas PowerApp

      Colin Maitland, 22 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Option Set field in a Canvas PowerApp. The approach demonstrated eliminates the need to change the bound ComboBox control to an unbound DropDown control. Because of this, it a

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    • Bulk Updating Email Signatures in Dynamics 365

      Nick Chin, 21 August 2019

      Recently I needed to update the Email Signatures for all Dynamics 365 Users and insert information from the User record. Currently this can’t be done using the out-of-the-box solution. Even though Email Signature templates are basically email templates you are unable to insert field values like the

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    • How to set the Default Value for a Dynamics 365 Lookup Control in a Canvas PowerApp

      Colin Maitland, 20 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Lookup field in a Canvas PowerApp.The demonstration application is a sample ‘Leave Requests’ Canvas PowerApp. The app uses the Common Data Service (CDS) connector to access a

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    • Prevent Cases from Closing on Condition in Dynamics 365

      Sean Roque, 19 August 2019

      Users can close cases by clicking the Resolve Case button provided in the ribbon. In situations where you want to aid your Users by helping them make sure they process data correctly; this method comes in handy. Not only can this make their work easier, it also avoids incorrect handling of cases, an

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    • Evaluating Members in Marketing Lists using Advanced Find in Dynamics 365

      Megha Kainth, 16 August 2019

      There are times when you want to add or remove members in your Marketing List. In Dynamics 365 Unified Interface version 9.0, you can use the Manage Members functionality to evaluate members. In this blog, I will show you how you can do this.  Go to Marketing List and Open the record that you

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    • Setting up a Trial Environment in Dynamics 365 App for Outlook and Exchange

      Sean Roque, 15 August 2019

      Often when making Email Configurations and changes to Dynamics 365 App for Outlook, we want to be able to test these before applying them to avoid issues and ensure correctness. This guide is a quick tutorial to setup a trial environment for Dynamics 365 App for Outlook, so we can test all those qui

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    • How do you keep ahead of the game with the Power Platform?

      Gayan Perera, 14 August 2019

      I was recently asked “How do you keep ahead of the game with all of this new tech?” Well, the simple answer is that it’s in our DNA as a company. Since #LearnItAll is finally starting to hit home to many in the industry. This is how I responded: Going right back to the inception of Magnetism, there

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    • Setting up views for more usable lookups in the Dynamics 365 Unified Interface

      Jared Johnson, 09 August 2019

      When setting up lookups in the Unified Interface, you may notice that it can show results like these below where it is only showing the entity icon or showing data that is not the name. This is because the Unified Interface lookups use the columns on the view in order, the second view pictured above

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    • A Quick Guide on using DateTime in Microsoft Flow

      Adam Murchison, 08 August 2019

      Microsoft Flow has many ways to set a DateTime and there are often strict requirements on how this is formatted for your purposes. Firstly, the most important function to know within Microsoft Flow to do with DateTime is utcNow(). We can do this by going to the ‘Expression’ tab when adding data to a

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    • Building on Trust - The Foundation of Project Success

      Jaime Smith, 06 August 2019

      Trust is the foundation of all relationships, but it is not implied, it is a choice and one that needs to be developed. Here at Magnetism, we have been putting a lot of thought and energy into the values that underpin our work and how they can make or break trust. Our goal is to work as one with our

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    • Creating a new PowerApps Portal integrated with Dynamics 365

      Jordan Hohepa, 02 August 2019

      Over the past few months Microsoft have talked about a new App Type in PowerApps which is called the PowerApps Portal. This will allow organizations to create a website, similar to the currently available Dynamics 365 Portal, which will allow External Users to interact with the organizations systems

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