• How to Configure Data Source Setting Parameters for a Power BI Data Model

      Colin Maitland, 06 September 2019

      In this article, I demonstrate the use of parameters for connecting a Power BI Data Model to Dynamics 365 (Online). This approach simplifies the subsequent task of updating the Data Source Settings after the Data Model has been published to the Power BI Service. For instance, it may be desired to co

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    • How to Change a Power BI Relationship from Many-to-Many to One-to-Many

      Colin Maitland, 05 September 2019

      Recently when configuring a Power BI Data Model for Dynamics 365 I encountered a situation where I was not permitted to create a One-to-Many relationship in the data model between a Dimension table and a Fact table. Power BI automatically created a Many-to-Many relationship between the tables concer

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    • How to Update Related Date Picker Controls in a Canvas PowerApp

      Colin Maitland, 04 September 2019

      In this article, I demonstrate how to configure two related date picker controls in a Canvas PowerApp so that Date To is updated to Date From, and Date From is updated to Date To, if the User selects a Date From date that is greater than Date To or a Date To date that is less than Date From.The exis

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    • How to Programmatically set Date Picker and Days Controls in a Canvas PowerApp

      Colin Maitland, 03 September 2019

      In this article, I demonstrate how to configure the default values for a Days From and Days To date picker controls and a related Days control in a Canvas PowerApp. I also demonstrate how to programmatically update the Days control to display the number of days between the two selected dates when th

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    • Dynamics 365 Data Export Service Configuration Tip

      Nick Chin, 02 September 2019

      Recently I encountered an issue with the Data Export Service configuration.When you add the Data Export Service from the AppSource, it will open a new screen.In my situation the configuration was unable to find the Dynamics 365 organization.I noticed something was wrong with the URL. The URL has “po

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    • Microsoft Flow New Feature: Copy to My Clipboard

      Satyvir Jasra, 30 August 2019

      One of the long-awaited features ‘Copy to my clipboard’ was made available for Microsoft Flow as part of the July update. Previously, if we had to use the same action multiple times but with slight changes, we needed to add the actions and then configure them individually. Using the copy functionali

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    • How to Create Surveys using Microsoft Forms Pro

      Megha Kainth, 28 August 2019

      With Forms Pro, Microsoft has made it easy to Create Surveys, Send Surveys and View Responses. Forms Pro is a survey solution that builds on the current survey-creation experience of Microsoft Forms in Office 365. It helps you capture and analyse survey responses. In this blog post, I will show you

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    • Beat the Bloat: Assessing your Dynamics 365 Data Storage

      Sarah Coleman, 26 August 2019

      Is your D365 instance getting a bit bloated?  This blog will take you through how to find out which entity tables are the biggest offenders and will give you some ideas on how to trim some excess storage or prevent it accumulating in the first place.These days, to find your company’s D365 data

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    • Optimise Setting Default Values for Dynamics 365 Lookup Controls in a Canvas PowerApp

      Colin Maitland, 23 August 2019

      In a previous article, I demonstrated how to set the default values for Dynamics 365 Lookup fields in a Canvas PowerApp. The example used was a Leave Requests app that requires the selection of Requester and Manager.The following image shows the formula used for setting the default Requester to the

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    • 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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