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
Read the full article hereRecently 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
Read the full article hereIn 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
Read the full article hereUsers 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
Read the full article hereThere 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
Read the full article hereOften 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
Read the full article hereI 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
Read the full article hereWhen 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
Read the full article hereMicrosoft 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
Read the full article hereTrust 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
Read the full article hereOver 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
Read the full article hereMicrosoft announced a number of licensing changes to the Power Platform during Inspire 2019. These changes will take affect on the 1st of October 2019. Existing customers will be able to transition while the old Power Platform licensing plans are being grandfathered and retired. I won’t be able to o
Read the full article hereMicrosoft Flow is now included with most Dynamics 365 plans. This means that when we start building background workflows for our Dynamics 365 instance we are greeted by the following message: So, what is different when you build your Flow? Triggers First off, after logging in to Flow, and choosing
Read the full article hereThere are several entity-specific dashboards included in the Sales and Customer Service hubs in the unified interface; you’ll find them on records like accounts, leads, opportunities and cases. But if these don’t meet your requirements, it is straightforward to create your own – either for cus
Read the full article hereWith Power Platform Portals we can provide users a personalized experience from a website. We can integrate Portals with Dynamics 365 and show the data to the Portal users without them having to sign into Dynamics 365. For example, we can show the data in Dynamics 365 views using ‘Entity Lists’ on
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