• Adding a Power Automate Flow into a Power Platform Solution

      Adam Murchison, 17 January 2020

      Microsoft’s Power Automate platform is improving and there are always better ways to do tasks, with this in mind I’ve written this blog to facilitate your processes involved with Power Automate. Why add a Power Automate Flow into a solution?You should add the Power Automate Flow into a solution so t

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    • Key Tips for Setting up Dynamics Customer Insights

      Ronelle Raath, 16 January 2020

      Recently I worked on setting up a Unified Customer using Microsoft Customer Insights for Magnetism Solutions. But where do you start? Essentially having insights into a unified customer profile, you can then better target customer engagements through actions like campaigns and support activities. S

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    • Dynamics 365 Error in Google Chrome

      Nick Chin, 15 January 2020

      Suddenly on Thursday the 14/11/2019 NZST a customer was having issues with Dynamics 365 when using Chrome, it was freezing and displaying a blank/white tab. Users would need to restart Chrome to load Dynamics 365 again.I was unable to replicate this issue on my laptop, however the users affected we

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    • Improve Navigation when Creating Topics for Dynamics 365 Power Virtual Agents

      Ronelle Raath, 08 January 2020

      Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor.To guide your Bot’s conversation with Users you use Topics. In this Blog I will highli

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    • Insight Capabilities Available within Microsoft Dynamics 365

      Ronelle Raath, 07 January 2020

      The definition of an insight is…“The capacity to gain an accurate and deep understanding of someone or something.”Within Dynamics 365 this simply translates to…“The capacity to gain an accurate and deep understanding of your Customer within your business.”You can achieve this through several feature

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    • Customizing the Opportunity Close Window in Dynamics 365

      Nick Chin, 20 December 2019

      With the general release of the Wave 2 update at the start of October 2019, the ability to customize the Close Opportunity form is now available! In this blog I will go through enabling this ability as well as giving an example of adding custom fields.How do you customize the Opportunity Close form?

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    • Working with Queue Items and On Demand Workflows in Dynamics 365

      Zoe Sands, 18 December 2019

      While working with Queues and Queue Items in Dynamics 365 for a client I came across a data issue that required a bulk data update on Queue Items. As the nature of my data update could be handled by an On Demand Workflow, naturally this is what I created.When I tried to run the workflow using Advanc

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    • Getting Clear on Success Criteria

      Shalane Williams, 05 December 2019

      You’ve commissioned the build of a brand-new CRM, replacing an existing system or upgrading your older version of CRM. It’s been delivered, everyone’s excited to use it but how do you know it’s been a success?Being on time and on budget is a project manager’s goal and a measure of project success. H

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    • Scheduling Dynamics 365 Unified Interface Upgrade in the Transition Portal

      Jared Johnson, 04 December 2019

      With the Web Client scheduled to be removed entirely on the 1st October 2020, Microsoft are automatically transitioning environments to the Unified interface before this date, you may be surprised to see how early they have scheduled the transition if you were expecting to have until October!The Tra

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    • Running a Microsoft Flow from a Business Process Flow in Dynamics 365

      Ronelle Raath, 29 November 2019

      Microsoft Flow can be configured to easily automate tasks which use a range of different applications and services. Not only can you connect to Dynamics 365 from Flow to work with records – you can also run Flows from within Business Process Flows in Dynamics 365.Create Flow:In this example I create

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    • Dynamics 365 Data Migration - how to keep the original Modified On date

      Nick Chin, 27 November 2019

      When moving from a legacy system to Dynamics 365, sometimes it’s important to maintain the “Modified On” date for records, such as Activities. The Timeline control displays Notes and Activities in the order that they are modified.Setting the “Modified On” field in a data migration isn’t possible as

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    • Disable High Density Header Feature in Dynamics 365 Unified Interface

      Jordan Hohepa, 26 November 2019

      With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow

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    • Error Comparing User Local Date Time Fields with Date Only Format in Dynamics 365

      Sean Roque, 22 November 2019

      We encountered a situation when comparing Date Time fields in Date Only format in Dynamics. For a particular Calculated Two Options field, the condition is checking whether one Date Time field is greater than the other In situations where the Expiry Date is the same as the End Date, most of the time

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    • New Customization Experience in Dynamics 365

      Nick Chin, 15 November 2019

      You may have noticed a few years ago the Power Apps logo was added to the Dynamics 365 Solution Customization page. This was a sign of things to come.Microsoft has redesigned the way customizations are done in Dynamics 365.You can view the new Customization experience by clicking the “Try New Experi

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    • Hidden Relationships in Dynamics 365 Advanced Find

      Ronelle Raath, 14 November 2019

      I recently needed to create a many-to-many relationship between two entities for a project. However, when I wanted to use this entity relationship in a View, I could not find it available in Advanced Find. It was like the relationship between these entities did not exist.I thought that setting the r

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