• Error when Accessing Dashboards in Dynamics 365

      Sean Roque, 21 October 2019

      There was an instance for one of our clients where a single user was receiving the error message: “App for Outlook is the App Module for Dynamics 365 App for Outlook. This Action is not applicable.” and was unable to access the Dashboards area in Dynamics 365 Unified interface. At first glance you m

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    • Using Dynamics 365 and the Power Platform to better calculate the ROI on sponsoring events.

      Ryan Ingram, 18 October 2019

      Attending an annual trade or industry event as an exhibitor or a sponsor used to be a given. The Justification was always warranted – you were there to meet your customers, to meet prospects and push them further along the sales process or if you had to: “we need to be there as all of our competitor

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    • Quickly create a manually triggered Flow in Dynamics 365

      Nick Chin, 17 October 2019

      There are multiple ways to create a triggered Flow with Dynamics 365. One way is by browsing to the Flow centre and creating the Flow.If you’re logged into Dynamics 365, Flow be accessed from the top left by clicking the Office 365 app button, then selecting Flow.Select the “Create” tab.Since we are

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    • Modifying the Queue Command Bar in Dynamics 365

      Alfwyn Jordan, 16 October 2019

      Recently, as the Dynamics 365 administrator, I was tasked with removing the Assign button from the Queue form command bar. Easy enough, I thought. I’ll just create a solution with the Queue entity, open Ribbon Workbench and hide the button. But no, instead of being able to edit the command bar I rec

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    • Creating a Form Processor in the Power Platform AI Builder (Part 2)

      Isaac Stephens, 15 October 2019

      Check Part One to see how to create the model needed to Process a form.Once your model has been created and published you are able to create an App or Flow that utilises it. Microsoft Flow is an extremely powerful way to use the Form Processor because it can automatically take newly submitted forms

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    • How to Create Copies of Microsoft Flows

      Ronelle Raath, 14 October 2019

      In this blog, we’ll cover some ways to copy Microsoft Flows. The methods we’ll cover are using the Save As button, the Send a copy (Preview) button and the Export button.Save As Button:The Save As button works as you would expect. You click the button, input the new Flow name and click Save. This cr

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    • How to Highlight the Selected Record in a Canvas PowerApp Gallery

      Colin Maitland, 11 October 2019

      In this article, I demonstrate how to highlight the selected record in a Canvas PowerApp Gallery.The following image shows a Gallery displaying Contact records on the right and a related Detail Form showing the currently selected Contact on the left.It is desired that the currently selected Contact

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    • Configuring Dynamics 365 Currency Fields in Power BI

      Colin Maitland, 10 October 2019

      In this article, I demonstrate the data type conversion that should be applied to Dynamics 365 Currency fields in Power BI; ie. to Fixed Decimal Number instead of to Decimal Number.In Microsoft Dynamics 365, “Currency” fields are stored in the underlying SQL Server database using the SQL Server Mone

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    • Security and Workflows in Dynamics 365

      Isaac Stephens, 09 October 2019

      In Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W

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    • Importing Multi-Select Option Set Data with Data Import in Dynamics 365

      Jordan Hohepa, 08 October 2019

      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

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    • How to Accurately Calculate Ages in Power BI

      Colin Maitland, 07 October 2019

      In 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

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    • 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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