Microsoft Dynamics 365 and Dynamics CRM Blogs by Adam Murchison | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

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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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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Dynamics 365 Model Driven App Fallback and Role-based Forms

Adam Murchison, 07 April 2022

When working with forms in a Model Driven App you can select which forms you want to have in the app. You can control what form the user can see by Security roles, Model Driven Apps or JavaScript. This allows a unique experience for users depending on what Model Driven App they’re in.Security roles
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Using C# to Add Members to a Static Segment in Dynamics for Marketing

Adam Murchison, 31 January 2022

When adding a list of members into a segment from Excel, you can’t always query them from Dynamics 365. There are many scenarios, such as you have a list of email addresses that may or may not exist in Dynamics 365. Microsoft suggests that we add a new field onto contact in this documentation. Micro
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Fixing See All Associated Records from a Sub-Grid in Dynamics 365

Adam Murchison, 29 July 2021

While using Dynamics 365 recently, I encountered an error where I was not able to view associated records related to a specific record. I was instead navigated to all records for the given associated entity, below will be an example of this and how to fix the issue.Example of the issueAs described,
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Dynamics for Marketing Send Now button on Marketing Email

Adam Murchison, 17 June 2021

Dynamics for Marketing allows you to bypass the manual use of segments and customer journeys to send Marketing Emails through the send now button, although customer journeys and a static segment are generated in the background to track the insights. This accompanies the test send functionality which
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Switching BPF Stage in a Dynamics 365 Plugin

Adam Murchison, 22 April 2021

When working with Business Process Flows (BPF) you may want to keep the BPF stage aligned with field value(s) when being updated by web request or any other server-side operation. One scenario could be based on a records status reason, you may want to have the BPF stage reflecting that automatically
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Intro to Record Creation and Update Rules in Dynamics 365 UCI

Adam Murchison, 05 March 2021

In this blog I’ll be taking you over Record Creation and Update rules (RCUR) in the new UCI, how to create them, add actions and deploy them to a new environment. I’ll be emphasising the differences between the Unified interface RCUR’s and the old format and explore the use of Power Automate with RC
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How to Store Publicly Accessible Images on a Dynamics 365 record

Adam Murchison, 18 February 2021

When storing an image on a record, one might think to create a field that has an ‘image’ type as seen below. This is useful, but when retrieving this image through an API request you’ll be sent base64 and a link to the image with the suffix ‘.download.aspx’ which for some isn’t ideal. The workaround
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How to Enable Entities for Segments in Dynamics for Marketing

Adam Murchison, 21 January 2021

When creating segments out of the box there are only a small number of entities that appear to filter the segment in the Query View. Segments allow you to easily create a filtered list of contacts so that you can target them through the use of customer journeys, learn more about segments here. When
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How to Connect Visual Studio 2019 to Team Foundation Server (TFS)

Adam Murchison, 14 December 2020

As intuitive as you’d expect this to be, it is not and caused myself a bit of frustration setting this up. Visual Studio 2019 defaults the source control to the widely popular Git source control and our requirement was to set our source control to an on-premise TFS. The first step you need to do is
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How to Upload to Azure Blob Storage using SAS Token via Dynamics 365 Plugin

Adam Murchison, 21 October 2020

When writing code for Dynamics 365 online plugins, you are limited to assemblies you can use within the sandbox. Luckily you can use the HTTPClient, this allows you to upload a file to an Azure Blob Storage Container without using any of the Azure Blob Storage Nuget Packages found here. This blog wi
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Command Bar Not Loading in Dynamics 365, Release 2020 Wave 2

Adam Murchison, 19 October 2020

When opening a form in Dynamics 365 some users have been experiencing a long load time of the command bar compared to the rest of the form. When debugging this with a non-admin user I noticed that I was experiencing the same large delay on the command bar as other users, compared to the system admin
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Dynamics 365 Marketing - TimeZone Independent DateTimes in C#

Adam Murchison, 17 September 2020

Working with DateTimes are often problematic and Microsoft have added some new functionality when working with them in Dynamics 365 Marketing that may cause issues. In this scenario, we’re retrieving a Time-Zone Independent date field and setting the retrieved value into a User Local date field. Wit
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How to Easily Debug a Timer Trigger Azure Function Locally

Adam Murchison, 14 August 2020

When trying to run a timer triggered Azure Function locally it is unconventional to wait for the timer to hit or updating the timer to a small amount of time to debug. Instead you can add in a parameter to trigger the function so that it runs instantaneously.Important notes:You’ll need to have the A
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