• How to Set the Default Value for a Dynamics 365 OptionSet Control in a Canvas PowerApp

      Colin Maitland, 22 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Option Set field in a Canvas PowerApp. The approach demonstrated eliminates the need to change the bound ComboBox control to an unbound DropDown control. Because of this, it a

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    • Bulk Updating Email Signatures in Dynamics 365

      Nick Chin, 21 August 2019

      Recently I needed to update the Email Signatures for all Dynamics 365 Users and insert information from the User record. Currently this can’t be done using the out-of-the-box solution. Even though Email Signature templates are basically email templates you are unable to insert field values like the

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    • How to set the Default Value for a Dynamics 365 Lookup Control in a Canvas PowerApp

      Colin Maitland, 20 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Lookup field in a Canvas PowerApp.The demonstration application is a sample ‘Leave Requests’ Canvas PowerApp. The app uses the Common Data Service (CDS) connector to access a

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    • Prevent Cases from Closing on Condition in Dynamics 365

      Sean Roque, 19 August 2019

      Users can close cases by clicking the Resolve Case button provided in the ribbon. In situations where you want to aid your Users by helping them make sure they process data correctly; this method comes in handy. Not only can this make their work easier, it also avoids incorrect handling of cases, an

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    • Evaluating Members in Marketing Lists using Advanced Find in Dynamics 365

      Megha Kainth, 16 August 2019

      There are times when you want to add or remove members in your Marketing List. In Dynamics 365 Unified Interface version 9.0, you can use the Manage Members functionality to evaluate members. In this blog, I will show you how you can do this.  Go to Marketing List and Open the record that you

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    • Setting up a Trial Environment in Dynamics 365 App for Outlook and Exchange

      Sean Roque, 15 August 2019

      Often when making Email Configurations and changes to Dynamics 365 App for Outlook, we want to be able to test these before applying them to avoid issues and ensure correctness. This guide is a quick tutorial to setup a trial environment for Dynamics 365 App for Outlook, so we can test all those qui

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    • How do you keep ahead of the game with the Power Platform?

      Gayan Perera, 14 August 2019

      I was recently asked “How do you keep ahead of the game with all of this new tech?” Well, the simple answer is that it’s in our DNA as a company. Since #LearnItAll is finally starting to hit home to many in the industry. This is how I responded: Going right back to the inception of Magnetism, there

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    • Setting up views for more usable lookups in the Dynamics 365 Unified Interface

      Jared Johnson, 09 August 2019

      When setting up lookups in the Unified Interface, you may notice that it can show results like these below where it is only showing the entity icon or showing data that is not the name. This is because the Unified Interface lookups use the columns on the view in order, the second view pictured above

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    • A Quick Guide on using DateTime in Microsoft Flow

      Adam Murchison, 08 August 2019

      Microsoft Flow has many ways to set a DateTime and there are often strict requirements on how this is formatted for your purposes. Firstly, the most important function to know within Microsoft Flow to do with DateTime is utcNow(). We can do this by going to the ‘Expression’ tab when adding data to a

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    • Building on Trust - The Foundation of Project Success

      Jaime Smith, 06 August 2019

      Trust is the foundation of all relationships, but it is not implied, it is a choice and one that needs to be developed. Here at Magnetism, we have been putting a lot of thought and energy into the values that underpin our work and how they can make or break trust. Our goal is to work as one with our

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    • Creating a new PowerApps Portal integrated with Dynamics 365

      Jordan Hohepa, 02 August 2019

      Over the past few months Microsoft have talked about a new App Type in PowerApps which is called the PowerApps Portal. This will allow organizations to create a website, similar to the currently available Dynamics 365 Portal, which will allow External Users to interact with the organizations systems

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    • A Quick Summary of the October 2019 Power Platform Licensing Changes

      Gayan Perera, 01 August 2019

      Microsoft announced a number of licensing changes to the Power Platform during Inspire 2019. These changes will take affect on the 1st of October 2019. Existing customers will be able to transition while the old Power Platform licensing plans are being grandfathered and retired. I won’t be able to o

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    • Differences between Dynamics 365 Workflows and Microsoft Flow

      Alfwyn Jordan, 31 July 2019

      Microsoft Flow is now included with most Dynamics 365 plans. This means that when we start building background workflows for our Dynamics 365 instance we are greeted by the following message: So, what is different when you build your Flow? Triggers First off, after logging in to Flow, and choosing

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    • Creating Entity Specific Interactive Dashboards in the Unified Interface

      Sarah Coleman, 30 July 2019

      There are several entity-specific dashboards included in the Sales and Customer Service hubs in the unified interface; you’ll find them on records like accounts, leads, opportunities and cases.  But if these don’t meet your requirements, it is straightforward to create your own – either for cus

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    • How to Display More Than One Entity List on a Power Platform Portal

      Satyvir Jasra, 29 July 2019

      With Power Platform Portals we can provide users a personalized experience from a website. We can integrate Portals with Dynamics 365 and show the data to the Portal users without them having to sign into Dynamics 365. For example, we can show the data in Dynamics 365 views using ‘Entity Lists’ on

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