• 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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    • Dynamics 365 Model Driven App new navigateTo API

      Jared Johnson, 12 November 2019

      In early October a new method was added to the Xrm.Navigation client api documentation, navigateTo. While we already had the openForm method to open a form with Javascript, we had no way of opening a view the same way. This new method now allows us to do that but is only supported in the Unified Int

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    • Add More than Four Fields to a Dynamics 365 Form Header

      Jordan Hohepa, 11 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. The new change is known as the high density header. Basically, it allows you to add more than four fields within the header, which was the previous maximum amount. Take the Contact Form

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    • Dynamics 365 Unified Interface Errors when Bulk running Workflows and Flows

      Jared Johnson, 07 November 2019

      In the current version (wave 2) of Dynamics 365 with the Unified Interface, selecting a large amount of records, around 50+ records, in a view and then bulk running a workflow on these records via the Flow button can result in the ‘Too Many Requests’ errors popping up. This will cause the workflow t

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    • How to Call a Child Flow from a Parent Flow

      Satyvir Jasra, 06 November 2019

      As part of the October release, Microsoft released quite a lot of new features for Microsoft Flow (now part of Microsoft Power Automate) which makes development easier and faster for Users. One of those cool new features is the addition of ‘Run a Child Flow’, which means we can call a child Flow fro

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    • How to sort Dynamics 365 Sales Pipeline stages in Power BI

      Colin Maitland, 05 November 2019

      In this article, I demonstrate how to sort Dynamics 365 Sales Pipeline stages in Power BI.The following image shows part of an analysis of Open Opportunities by Sales Pipeline stage. The Sales Pipeline stages have been implemented using Business Process Flow stages; e.g. Qualify, Develop, Propose an

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    • Transforming Dynamics 365 UTC Date/Time to local Daylight Saving and Standard Date/Time in Power BI

      Colin Maitland, 04 November 2019

      In this article, I demonstrate the transformation of Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values in Power BI, taking into account Daylight Saving Time.This demonstration highlights a significant difference in the transformation of these values when the Power

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    • Dynamics 365 the Web Client has been deprecated

      Nick Chin, 31 October 2019

      The legacy Web Client has been deprecated as of September 2019. What does this mean? Microsoft has set the 1st of October 2020 for when the Web Client will no longer be available. If you are still using the legacy Web Client, you will need to transition to the Unified Interface by this date.Microsof

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    • Change in how to Enable Dynamics 365 Unified Interface

      Nick Chin, 25 October 2019

      The 2019 Wave 2 update has had some changes to the “Enable only the Unified Interface” setting.Paul’s blog describes how to enable the Unified Interface by default.Now with the Wave 2 release; “Enable only the Unified Interface” has been removed from the “System Settings”.This has been moved the Pow

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    • Facebook Lead Ad to Dynamics 365 via LeadsBridge and Flow

      Sean Roque, 24 October 2019

      Facebook is one of the largest social media platforms that offers high view rates and precision with the target audience. Combined with Microsoft Dynamics 365, a leading cloud-based business applications platform to store and manage this information, we end up with a powerful combination for enterpr

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    • Dynamics 365: Solving the Action Invalid Argument error with Flow

      Nick Chin, 23 October 2019

      Have you ever had the “Invalid Argument” error from an Action before?This can happen when you are retrieving a record with code and it returns a null. If an Action has an EntityReference output, then it must always return data. So, if you encounter this problem, what should you do?If the logic is co

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    • Error when Accessing Dashboards in Dynamics 365

      Sean Roque, 21 October 2019

      There was an instance for one of our clients where a single user was receiving the error message: “App for Outlook is the App Module for Dynamics 365 App for Outlook. This Action is not applicable.” and was unable to access the Dashboards area in Dynamics 365 Unified interface. At first glance you m

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    • Using Dynamics 365 and the Power Platform to better calculate the ROI on sponsoring events.

      Ryan Ingram, 18 October 2019

      Attending an annual trade or industry event as an exhibitor or a sponsor used to be a given. The Justification was always warranted – you were there to meet your customers, to meet prospects and push them further along the sales process or if you had to: “we need to be there as all of our competitor

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    • Quickly create a manually triggered Flow in Dynamics 365

      Nick Chin, 17 October 2019

      There are multiple ways to create a triggered Flow with Dynamics 365. One way is by browsing to the Flow centre and creating the Flow.If you’re logged into Dynamics 365, Flow be accessed from the top left by clicking the Office 365 app button, then selecting Flow.Select the “Create” tab.Since we are

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