• Retrieving Self-Referencing N:N records in Dynamics 365 Programmatically

      Jordan Hohepa, 14 June 2019

      In Dynamics 365 you are able to create a 1 to N, N to 1 or N to N relationship between two Entities. With this you also have the option to create a self-referential relationship. The screenshot below is an example of an N to N self-referential relationship created on the Account entity with the rel

      Read the full article here
    • SSIS KingswaySoft - Multi-threading errors

      Nick Chin, 11 June 2019

      With the release of KingswaySoft v9.0 in July 2017, they added support for multi-threaded writing in the CRM destination component. When multi-threading is enabled you can set the number of threads to run simultaneously writing to CRM. I took over a project where the Batch Size was set to 200 and t

      Read the full article here
    • Using the Condition Builder to Compare Multiple Values in Microsoft Flow

      Sean Roque, 07 June 2019

      The basic condition builder in a Microsoft Flow condition card is sufficient for building simple two-variable comparisons. However previously when we came across the need to create a condition that would compare multiple values, or any sort of complex comparisons, we would inevitably resort to ‘Edi

      Read the full article here
    • How to Resolve the Dynamics 365 App for Outlook Loading Error on Outlook

      Harshani Perera, 05 June 2019

      This blog will show you how to resolve the following error when using the Dynamics 365 App for Outlook: “We can’t load this app because your email account isn’t configured with Dynamics 365 server-side sync for appointments, contacts, and tasks. Ask your system administrator to set up server-side sy

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here