• 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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    • Autonumbering in Dynamics 365 CRM v9 with the new PowerApps Feature

      Jordan Hohepa, 26 July 2019

      With Dynamics 365 there has sometimes been a need to have some sort of autonumbering field on specific Entities. Autonumbering has been available out of the box for a limited number of Entities and the setting for this is available via Settings -> Administration -> Autonumbering. The screensho

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    • How to Replicate Close Opportunity in Dynamics 365 using Alert.js

      Adam Murchison, 25 July 2019

      Dynamics 365 provides un-customizable functionality out of the box such as the Close Opportunity functionality. If you want to customize or recreate this functionality, it has been time-consuming to replicate the pop-up… until now. Introducing Alert.js 3.0, the stylish Dynamics 365 solution to help

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    • Using the SolutionPackager tool with Dynamics 365

      Isaac Stephens, 24 July 2019

      When you export a solution, you are given a Zip folder containing 3 XML files. These 3 files contain all the information needed to build your solution. But this isn’t exactly human friendly as all of your entities are jammed into one file called ‘Customizations.xml’. But Microsoft have our backs her

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    • How to Trigger a Microsoft Flow from a Custom Button in Dynamics 365

      Adam Murchison, 23 July 2019

      When using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Triggering the flow using a ‘Flow Button’ makes the button appear under the ‘Run Flow’ branch which is a nested button that is unintuitive for users. It is much nic

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    • Using the Qualify Lead Action in Dynamics 365

      Isaac Stephens, 22 July 2019

      Dynamics 365 lets you convert a Lead into an Account, Contact and Opportunity at a click of a button. But you may not need to have an opportunity created, which means you will either need to delete these unwanted records, or just let them sit there wasting your precious space. Well luckily enough, f

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    • Conditional Workflow Email Content in Dynamics 365

      Megha Kainth, 19 July 2019

      In this blog, I will show you how you can add conditional email content when sending email messages via workflow in Dynamics 365. In this scenario, we want to send an automated email, but sign off the email based on information from a Case record. For example, if the Case Type = “Enquiry”, sign off

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    • Sub-grid display behavior in the Dynamics 365 Unified Interface

      Zoe Sands, 18 July 2019

      With the release of the Dynamics 365 Unified Interface, Microsoft has taken steps to make forms less cluttered and more appealing to the eye when used on different sized screens.We all know that when a browser window is made too narrow to display a three-section wide tab, it will push the right most

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    • Preventing an Error when Editing Field Permissions in Dynamics 365

      Sean Roque, 17 July 2019

      We encountered an error when editing permissions for a field security profile on a newly configured field,  However, when trying the same thing on other fields that were already enabled for field security, the changes were applied without any issues. To uncover the cause for this error, we need

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