• Activating a workflow that is owned by a disabled user in Dynamics 365

      Ronelle Raath, 31 May 2019

      Recently, while attempting to Activate a draft workflow, I received an Access Error which stated that my User record or Business Unit had been disabled. While activating the workflow, the User account I was performing the action with had the System Administrator role, so I decided to investigate why

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    • Editing the DOM with Supported Dynamics 365 Custom Controls

      Adam Murchison, 29 May 2019

      Have you tried to edit/update/hack a field in Dynamics 365 so that it is styled and behaves just the way you want? Well now you can! This supported, new preview feature in Dynamics 365 uses the Custom Controls Framework to make previously unsupported customizations supported.What is an unsupported c

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    • How to Import a PowerApp Package

      Colin Maitland, 28 May 2019

      PowerApps can be exported as a package from one environment and then imported into another environment. In this article, I will demonstrate how to import a PowerApp package. This demonstration uses a simple ‘Leave Requests’ PowerApp that connects to Microsoft Dynamics 365. A Plan 1 or Plan 2 licence

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    • How to Know When to Stop Investing in Legacy Systems

      Ryan Ingram, 27 May 2019

      From the early 90’s to 2000’s we saw the emergence of accessible technology which started to connect and streamline paper-based or manual systems. We are now entering another wave of core technology advancement that can streamline business processes, increase sales, increase productivity and easily

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    • Why I Love the New Microsoft Dynamics 365 V9 Unified Interface and You will too

      Harshani Perera, 24 May 2019

      I'm usually resistant to change due to the fact that I may take longer than others to learn new things so I prefer to stick with my familiar ways. It’s easier and faster to work with what you already know and are familiar with, right? If a new system or an app takes me a long time to figure out, mos

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    • Context Transition when Using CALCULATE Function in Power BI

      Colin Maitland, 23 May 2019

      When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE function is to modify the Evaluation Context of an expression. In this article, I will demonstrate

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    • How to Sort Multiple Sets of Age Groups in Power BI

      Colin Maitland, 22 May 2019

      In this article, I will describe how to configure sorting for an Age Group dimension in Power BI that has multiple sets of Age Groups for the same age ranges. The example discussed in this article is based on aggregating Referrals stored in Dynamics 365 by Age Group. The Power BI Data Model has an

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    • Features of Email Marketing with ClickDimensions

      Sarah Coleman, 21 May 2019

      ClickDimensions Email Marketing contains some great features which allow marketers to create effective emails and complex campaigns. At the time of writing this blog, the components outlined below are not yet available in Dynamics 365 for Marketing.Split (A/B) testingThis feature enables marketers t

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    • Dynamics 365 Currency Configuration for Price List Items

      Colin Maitland, 20 May 2019

      In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and Percent Margin Pricing Methods may be proportional to either the Current Cost or the Standard Cost of t

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    • Fields not Appearing for OOTB Merge Button in Dynamics 365

      Ronelle Raath, 17 May 2019

      In Dynamics 365 v9 you are able to merge two records together using the Out-Of-The-Box (OOTB) Merge Button. The Merge Button appears when you select up to two records in a View and allows the data of two records to be merged into one. The Merge button will appear in the ribbon. When selecting the M

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    • Using Document Templates in Dynamics 365

      Ronelle Raath, 16 May 2019

      Why use Document Templates in Dynamics 365? Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365 data with just a few clicks as well as ensure a consistent look and feel out to your customers.I have

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    • Ensuring users can view Duplicate Records in Dynamics 365 v9

      Alfwyn Jordan, 14 May 2019

      Recently one of our Dynamics 365 clients came to us saying that some users were unable to see the results of a duplicate detection rule when entering new contacts. Instead of seeing the duplicates that had been found by the rule, an empty view like the one below was displaying:  After a bit of

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    • Unified Interface Settings in Dynamics 365 v9 April 2019 Release

      Ronelle Raath, 13 May 2019

      With the April 2019 Release of Dynamics 365 version 9, a few things have changed. One being the options within the settings cog located at the top right-hand corner of the screen.You now have a few different options: 1.    Personalization Settings 2.    Advanced Setting

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    • Dynamics 365 - Who Created that Solution?

      Roshan Mehta, 09 May 2019

      Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create solutions. Sometimes, a change is made in your system and even though you can track it down to a solution

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    • Bookmarklet to open a record in the Classic Web Client

      Jared Johnson, 03 May 2019

      If you have set the Unified Interface Client as the default (details on how to do this are here) you may want to quickly open a record in the classic Web Client. For instance, you may want to access the Background or Realtime processes sessions for a record and these are not currently viewable in th

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