• Dynamics 365 CRM v9 is Slow!

      Gayan Perera, 10 May 2019

      Now that I've got your attention, the truth: Dynamics 365 CRM v9 is actually very quick! The Power Platform team has done an amazing job getting screens to load within a couple of seconds. This of course is the case for the majority of people using the platform. However, sometimes, you’ll hear comme

      Read the full article here
    • PowerApps -- Passing Null Values to Entities in CDS

      Alfwyn Jordan, 26 April 2019

      In the current version of PowerApps, passing null to a text field is fairly easy as you can use the function Blank(). As the document states, this only works for data sources that support null values. CDS as a data source does not currently allow this. To get around this, we need to enable an experi

      Read the full article here
    • Microsoft Power Platform is not just for the big guns

      Gayan Perera, 25 April 2019

      The Microsoft Power Platform is an amazing set of tools that can help businesses serve their customers smarter, faster and better. However, most of the marketing and messaging around the Power Platform is geared toward big companies. Almost all the case studies are from companies such as Heathrow Ai

      Read the full article here
    • Importing data from Excel into the Common Data Services using Power Query

      Alfwyn Jordan, 17 April 2019

      While working with CDS I was attempting to import data to a newly created entity (“prospects”) from an Excel workbook. I’d tried using the “Get data from Excel” functionality only to be greeted with the following message: “Your import is done. 0 row(s) successfully imported to cr3e2_prospects entiti

      Read the full article here
    • Dynamics 365 CRM and NZBN Add-On Solution Now Available!

      Gayan Perera, 01 April 2019

      A New Zealand Business Number (NZBN) is a free, globally unique identifier, available to all Kiwi businesses. With an NZBN, it’s faster and easier for businesses to connect and interact, which will save everyone time and money. An NZBN holds all the key information organisations are most often aske

      Read the full article here
    • Share PowerApps with Another User

      Megha Kainth, 30 November 2018

      PowerApps can easily be shared with another user from the same organisation. To share your app, sign in to PowerApps. Click on Apps. Select your App from the list and Click Share. Enter user’s name or email address. Check the Co-owner tick box if you would like the user to edit and share the app. Cl

      Read the full article here
    • Create PowerApps using Data from Excel

      Megha Kainth, 29 November 2018

      PowerApps can be created using data from an Excel spreadsheet. Users can create their tables in Excel and upload it to OneDrive. In this blog, we will learn – how to create a PowerApp using Data from Excel. Open a worksheet in Excel and insert a table to it. Add some data such as First Name, Last Na

      Read the full article here
    • Unhandled Scenarios for Dynamics CRM Email Integration

      Roshan Mehta, 22 August 2018

      Microsoft Dynamics CRM/365 provides functionality to integrate your CRM with your mail system. This allows you to track email messages in CRM and send timely email messages to the people that matter most for your organisation. There are several options available for email integration with Dynamics C

      Read the full article here
    • Increase Metadata Field Size in SSIS Toolkit

      Zoe Sands, 26 March 2018

      I have been working on an upgrade from CRM on-premise to CRM online, which requires us to migrate data from the on-premise system into online using the SSIS Toolkit. During the migration, I received the following error: The input value for 'address1_stateorprovince' field (or one of its related fiel

      Read the full article here
    • How to Globally Define Error Reporting Preferences in Microsoft Dynamics CRM 2016

      Paul Nieuwelaar, 14 November 2017

      In the past I’ve talked about how easy it is to prevent these types of errors in Microsoft Dynamics CRM by turning them off at a system level, rather than leaving individual users to do it. Microsoft Dynamics CRM 2013, and Microsoft Dynamics CRM 2015In Dynamics CRM 2013 and 2015, when you go to Set

      Read the full article here
    • How to Hide the Navigation Items on a Dynamics CRM Form

      Zoe Sands, 13 July 2017

      There is a feature of Dynamics CRM that I have only just learnt about but provides a way to simplify the forms that a user is presented is the ability to hide the form navigation on a record.As you can see from the images below, the difference in the pages is subtle but the overall effect is signifi

      Read the full article here
    • The Danger of SQL Operations in Microsoft Dynamics CRM

      Roshan Mehta, 26 June 2017

      You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m

      Read the full article here
    • How to find the priv groups for your Dynamics CRM deployment

      Zoe Sands, 12 June 2017

      When working on a server with multiple instances of CRM you may need to locate the user groups that relate to your CRM deployment. Unfortunately, you will be met with a large list of groups each with a Guid in their name that seems to have come out of nowhere, and doesn’t match the Guids for your gr

      Read the full article here
    • Dynamics 365 Multi Entity Business Process Flows

      David Mochrie, 20 March 2017

      Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important

      Read the full article here
    • How to Bulk Migrate Dynamics CRM Licences to Dynamics 365 Licences using PowerShell

      Gayan Perera, 09 February 2017

      Along with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th

      Read the full article here