Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

How to use a calculation group to change a relationship in Power BI

Colin Maitland, 23 February 2023

In Power BI, Calculation Groups act as a filter that modifies the measures they are applied to. The use of a Calculation Group reduces the number of measures that need to be written to support multiple calculation scenarios.In this article, I demonstrate how a Calculation Group may be used to change
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How to configure navigation menu in Power Apps Portal

Dominic Liu, 23 February 2023

In this blog, we will show you what to do so that you can show/hide different tabs on the navigation menu for different portal user, based on their web roles. Firstly, the Power Apps Portal navigation menu should be configured in the ‘Web Link Sets’ Entity within Dynamics. If you are logged in with
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How to add sequential row numbers to a table using a SQL CTE

Colin Maitland, 23 February 2023

In this article, I will demonstrate how to add a unique sequential row number to records in a SQL Server table using a SQL Common Table Expression (CTE).This is an example of selected columns from a table named Opportunity. This list of Opportunities selected here has been sorted by the Created On d
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Using Power Query to create a Date table

Colin Maitland, 14 October 2022

In this article, I will demonstrate how to use Power Query in an application such as Microsoft Excel or Power BI Desktop to create a Date table.When creating a data model, it is common to have a Date table for use in measures and visualisations. This is particularly important for Date/Time Intellige
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Remove Sign-In Page in Power Apps Portals

Adam Murchison, 23 September 2022

When signing into a Power Apps portal, by default it is set to show you a basic authorisation page. To go directly to your own authorization page is very easy and makes the user experience much nicer. This blog is following on from my Auth0 authentication blog, so we’ll demonstrate using the Auth0 l
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Power BI - P2 - Calculate Change vs Difference for two Date Ranges

Colin Maitland, 19 August 2022

This is the second part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and difference between two user selected sets of dates for a measure.In the first article, I demonstrated the configuration of the data
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How to add Knowledge Base Articles in Power Apps Portals

Dominic Liu, 04 August 2022

Recently, I have been working on a Power Apps Portal project, and our customers requirement is to add Knowledge Base Articles (KB Articles) on the portal webpages so that they can easily change the content inside Dynamics 365, here are two ways to add KB Articles on the webpage.Table PermissionsTabl
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Power BI - P1 - Calculate Change vs Difference for two Date Ranges

Colin Maitland, 26 July 2022

This is the first part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and the difference between two user selected sets of dates for a measure such as Actual Revenue for Won Opportunities.The image below sh
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Authenticating Power Apps Portal with OAuth 2.0

Adam Murchison, 15 July 2022

Power Apps portals come with a bunch of identity providers out of the box to authenticate users such as the below providers: Another alternative to use is using a custom Open ID provider, one of many OAuth 2.0 providers is called Auth0, for the purpose of demonstration I’ll be using this to configur
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Lookup Fields on Power Apps Portal

Dominic Liu, 02 July 2022

Lookup fields can define views that display different sets of values from the associated entity. We often use lookup fields in Dynamics 365 to handle the relationships between tables. However, if you have a lookup field on your table that is linked to a reference table, the view is not related as we
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Analysing a Power Automate Flow with the Process Advisor

Isaac Stephens, 01 July 2022

Have you wanted to analyse some of your Power Automate flows? Maybe some of the more complex ones with multiple paths? Do you have a flow that sometimes takes a long time to run? Well Microsoft have recently released the Process Advisor to General Access, but what is the Process Advisor and how can
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Part 1: How to create Test Plans and Test Cases in Azure DevOps

Harshani Perera, 30 June 2022

Azure DevOps is a great place for everyone on the team including Business Analysts, Developers, Project Managers and Testers to collaborate on a project. It allows transparency and ease of communication to keep all information in one place so it’s visible to everyone. In this series, I will share wi
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Resolve problems with Dynamics 365 for Outlook Client with Edge

Jared Johnson, 29 June 2022

If you are still using the old Dynamics 365 for Outlook Client, you may notice issues when using it with Microsoft Edge. When trying to create/edit a Dynamics 365 record from inside the Outlook Client, it will open the record in Edge, but in Outlook there will be just a blank white popup that will e
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ClickDimensions Import Failure - Invalid URI: The hostname could not be parsed

Ryan Blaikie, 25 June 2022

ClickDimensions import for Marketing Lists is a helpful feature when you want to add members based on an Excel spreadsheet rather than based on an existing view in Dynamics 365. However, sometimes if the import fails it can be confusing to determine what the cause of the issue is and how to fix it.
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Rollback a request on Failure in Power Automate

Isaac Stephens, 16 June 2022

When using Power Automate to update Dataverse / Dynamics 365 you may not want the changes to be saved if a related action fails. For example, you may want to create two records and then update a third, but you only want this to happen if all three are successful. In this blog post I will show you ho
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