• Using Scopes and Branches in Microsoft Flow

      Adam Murchison, 04 October 2019

      If 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

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    • How to Hide Non-Customisable Dashboards in Dynamics 365

      Megha Kainth, 03 October 2019

      In 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

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    • Getting Dynamics 365 formContext from Ribbon Workbench

      Alfwyn Jordan, 02 October 2019

      When 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

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    • Workaround for Export Option Missing for Microsoft Flows

      Satyvir Jasra, 01 October 2019

      Microsoft 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

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    • Merging Documents Core Pack Generated Documents in Dynamics 365

      Sean Roque, 30 September 2019

      Documents 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

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    • New uses-feature manifest element in PowerApps Component Framework Controls

      Jared Johnson, 27 September 2019

      Earlier 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

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    • Showing Word Template Button in Dynamics 365 Unified Interface

      Adam Murchison, 26 September 2019

      For 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

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    • Enabling Users for Merge Functionality in Dynamics 365

      Sean Roque, 25 September 2019

      The 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

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    • Creating a Form Processor in the Power Platform AI Builder (Part 1)

      Isaac Stephens, 24 September 2019

      Recently, 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

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    • Quickly Switch between the Classic Mode and the Unified Interface in Dynamics 365

      Harshani Perera, 23 September 2019

      Currently 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

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    • Updating Data on Inactive Records in Dynamics 365

      Jordan Hohepa, 20 September 2019

      I 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

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    • Object Recognition using the Microsoft PowerApps AI Builder

      Harshani Perera, 19 September 2019

      What 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

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    • How to submit a Microsoft Support Ticket to get a faster response

      Harshani Perera, 18 September 2019

      While 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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    • How to display the Parent Customer Name on a Gallery or Form in a Canvas PowerApp

      Colin Maitland, 17 September 2019

      In this article, I demonstrate how to display the name of the parent Customer for a Contact on a Gallery or Form in a Canvas PowerApp.The App used for this example is connected to the underlying Contacts and Accounts entities in Dynamics 365 using the Common Data Source (CDS) Connector.In Microsoft

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    • A Best Practice Use of Formatting, Variables and Comments in Power BI DAX Expressions

      Colin Maitland, 16 September 2019

      In this article I demonstrate a best practice for the writing of a Data Analysis Expression (DAX) in Power BI regarding the use of formatting, variables and comments.The formula used for my demonstration adds a calculated field named Is Supporter to a table named Supporter. This is a table of merged

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