• Power BI: Is On Or Before Highest Transaction Date Pattern

      Colin Maitland, 05 April 2022

      In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions   being reported on. This pattern prevents you

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    • Add Artificial Intelligence (AI) to your CRM

      John Eccles, 04 April 2022

      The barriers have vanished.In the past, AI was too complicated. You needed specialised data scientists on staff.It was too expensive and too risky. It required a lot of time and money for an AI project that may not even work that well.While some AI projects are still complicated, expensive, and risk

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    • Scanning Receipts into Dataverse using Power Apps and AI Builder

      Roshan Mehta, 08 March 2022

      Lots of organisations have a cumbersome process for submitting expense claims. You spend a few days out of town and collect physical receipts, which you then staple to a handwritten expense claim form and submit it to the finance person. It would be much nicer to take a photo of the receipt and auto

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    • Power Automate - Writing Efficient Flows with the Switch Operator

      Sean Roque, 04 March 2022

      In a Power Automate, the Switch Operator is a built-in action that allows us to execute a unique branch of flow actions depending on the value of a variable. This essentially functions the same as nesting Condition operators, except that it’s much more simplified, while providing a built-in ‘default

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    • How to upload files in canvas app

      Dominic Liu, 03 March 2022

      If you want to allow your Canvas App user to upload documents and saved in your database, but when you search for all the out of box Canvas App input components you can’t find one that support all types of documents, that is because Microsoft currently only has two types of input components for file

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    • Retrieving the Privileges of a User in Dynamics 365

      Isaac Stephens, 14 February 2022

      When working on a system recently we had an issue where we were querying the privileges of users to determine whether or not they have the privilege to do something (e.g. update a record). For some users this was not working as expected and the query was returning no privileges even though the users

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    • Introducing Command Checker for Model-Driven App ribbons

      Dominic Liu, 10 February 2022

      Command Checker is a Microsoft feature that can help you to get the best and most knowledge at Model-Driven App interface level. You can also check the Enable Rule, Display Rule and Action all in the App so you don’t need to rely on other third-party tools. You can find more information from this li

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    • Power BI - Dataverse Connector verses OData Connector

      Colin Maitland, 04 February 2022

      In this article, I will describe some of the differences when using the Dataverse instead of the Dynamics 365 (Online), i.e., OData, connector in Power BI to retrieve data from Dynamics 365 (Online). When creating Power BI data models, I use a template data model that connects to Dynamics 365 (Onlin

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    • Power BI - Using Power Query to calculate Duration

      Colin Maitland, 03 February 2022

      When configuring a Power BI data model, the addition of one or more new column to store a calculated duration between two Date/Time values in Days, Hours or Minutes, or perhaps just Total Hours, is sometimes required.This can be done by adding Custom Columns using Power Query or Calculated Columns u

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    • Using C# to Add Members to a Static Segment in Dynamics for Marketing

      Adam Murchison, 31 January 2022

      When adding a list of members into a segment from Excel, you can’t always query them from Dynamics 365. There are many scenarios, such as you have a list of email addresses that may or may not exist in Dynamics 365. Microsoft suggests that we add a new field onto contact in this documentation. Micro

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    • Support for your CRM system - Variable or Fixed

      John Eccles, 27 January 2022

      Support is a necessityAn IT system is like a car. The real cost doesn’t stop when the system is installed. It requires ongoing support and maintenance to keep it working effectively. There’s an ongoing expense that can’t be avoided.‘Suppose you notice your neighbour filling the gas tank of his car f

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    • Dynamics 365 Partial Failures with Excel Online Export/Import

      Paul Nieuwelaar, 24 January 2022

      In Dynamics 365 Online, a common and useful way to bulk update lots of records at once is to use Open in Excel Online. This allows us to quickly modify bulk records using an Excel interface, which is also very useful when moving bulk data from one field to another. We can then Save immediately which

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    • Add additional fields to Dynamics CRM/365 Excel Template

      Roz Millar, 19 January 2022

      Have you ever been asked to add an additional field or fields to an excel template that you’ve spent time creating calculations, pivot tables and charts for? You would have found that one of the limitations of excel templates is that you can’t change the uploaded document via UI. You may have found

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    • Buffer Overflow in Power Automate

      Isaac Stephens, 07 December 2021

      Lately I was using Power Automate to retrieve ALL accounts in our Dynamics 365 system, which is something that I have never really done before. Most of the time I will have an OData filter to be a little more specific, but this time I wanted everything. I was expecting this to take a while but I was

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    • Power BI: Transforming Option Set Values to Option Set Labels

      Colin Maitland, 02 December 2021

      In this article, I will demonstrate two methods that may be used for transforming the Option Set Values in Option Set columns to their corresponding Option Set Labels when using an OData Feed to Connect Power BI to Dynamics 365. These methods may be used for any single-select Option Set column retri

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