In Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch
Read the full article hereIn this article, I demonstrate how to calculate Ages in whole-years and fractional-years in Power BI using several different approaches. I also identify the approach that calculates the most accurate Age.The following image shows a list of people in Power BI. These records were loaded into the Power
Read the full article hereIf you’ve ever made a large Microsoft Flow with multiple connectors you’ll have noticed how untidy or messy it is. A useful feature that I’ve recently found is the ‘Scope’ control which will neatly confine your methods/actions to a well-defined structure. As you can see this flow is running multiple
Read the full article hereIn Dynamics 365, customisable dashboards can be hidden by altering the Security Roles that are able to view the dashboard. I wanted to hide a system dashboard for a client, and I learned that the Server-Side Synchronization Failures Dashboard cannot be customised. In this blog post, I will show you
Read the full article hereWhen calling functions in your custom JavaScript file, you often need to know the context in which the Client API is interacting with your CRM. Previously Xrm.Page was used to represent a form or an item on the form. But now we have switched to using the formContext object. This we can usually get o
Read the full article hereMicrosoft Flow is being used as an online workflow to automate lots of processes and actions across various services. Being able to create a custom Flow and export it for later import makes our life easier to deploy the logic across multiple environments. However, recently we had some trouble export
Read the full article hereDocuments Core Pack comes with a useful “Create Document” button in enabled entities, where a pre-created template can be populated with data pulled from the fields on a Dynamics 365 record and its related records. When creating the template, conditional fields can even be inserted, which is a conta
Read the full article hereEarlier this month, a previously built PCF control that utilised WebAPI to retrieve records stopped working with the following error: “Feature 'WebAPI.retrieveMultipleRecords' is required to be specified in the <uses-feature> section in ControlManifest.xml before use.”Checking the PowerApps co
Read the full article hereFor users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.When you click the drop down on the com
Read the full article hereThe merge functionality in Dynamics 365 allows users to combine any two records of the Account, Contact, Lead and Case entities where the fields from one record will carry over to the Master record and become deactivated. This is useful especially in cases of unexpected duplicate records.When creati
Read the full article hereRecently, A.I. has become even more accessible with the Power Platform using the A.I. Builder functionality. Microsoft have given us four powerful templates to use to create our own models; Binary Classification, Form Processing, Object Detection and Text Classification. This blog will be the first
Read the full article hereCurrently 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
Read the full article hereI 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
Read the full article hereWhat 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
Read the full article hereWhile 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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