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

How to Dynamically Switch Business Process Flow in Dynamics 365

Adam Murchison, 16 June 2020

Previously I had written about how to switch business process flow in Dynamics 365 here. This has the fundamentals of how to switch a BPF but did not touch on deleting the previously set BPF. You must delete the previously set BPF for there to be only one active BPF, users may see the old one if thi
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Microsoft Teams Quick Tips to Improve Productivity at Home

Adam Murchison, 02 June 2020

While working at home, the use of Teams within Magnetism and I’m sure many businesses has skyrocketed. While using Teams I’ve learnt a bunch of quick tips and hot keys that will help you to quickly perform tasks. You can explore a list of shortcuts Teams provides by pressing Ctrl+. or Ctrl+/ but thi
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Fixing Script Error when Navigating through a Sub-grid in Dynamics 365

Adam Murchison, 16 April 2020

On Dynamics365 Server version: 9.1.0000.14744 you may get script errors when clicking the back button when navigating to a record through a sub-grid. The error looks like this:The script error occurs on a script that isn’t even loaded into the target form which means that there’s a conflict in the s
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Entity Priority for Email Tracking in Dynamics 365

Adam Murchison, 08 April 2020

When a user is tracking an email through Outlook using the Microsoft Dynamics 365 for Outlook Application or Dynamics 365 app for Outlook, the From field is linked to a record in CRM if it exists. If there is no record that exists linked to the given email address, then CRM will create a new record.
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How to Retrieve an Owner Lookup in Dynamics 365 with the WebAPI

Adam Murchison, 02 April 2020

There’s an example on the WebAPI documentation of how to retrieve a related entity and their columns. As I was following this documentation to retrieve an owner lookup, I unexpectedly got an error and then did some digging to see why this failed. Once you know how to retrieve the owner of a record,
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How to Execute an Entity Bound Action using the Dynamics 365 Web API

Adam Murchison, 05 February 2020

Executing actions from the Dynamics 365 Web API is a neat feature that allows you to execute server-side code/functions from the client side. When implementing this, there are a few hurdles to overcome which can arise when using actions that are bound to an entity rather than an unbound global actio
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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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How to Correctly Deploy a Power Apps Component Framework Custom Control

Adam Murchison, 11 December 2019

When deploying a Custom Control, I noticed that the Custom Control was not updating from the previous version. I struggled to work out why this wasn’t overwriting the previous version of the Custom Control, so I was removing the dependencies and deleting it, then re-deploying the Custom Control each
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Configure Power Automate Flows for Easier Deployments

Adam Murchison, 19 November 2019

While creating Power Automate Flows (previously known as Microsoft Flow), I learnt a lot about deploying and constructing them efficiently and effectively. There are many ways to improve your Flow so that it runs better and it’s easier to deploy. This is how I make deployments of my flows easier usi
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Replicating If Statements, For Loops and Do While Loops in Microsoft Flow

Adam Murchison, 29 October 2019

People who know a little bit about programming may need a good starting point for understanding how Flow works and how they can replicate their programming knowledge in Flow. When first outlining a solution to a problem I break the problem down into pseudocode, a logical set of actions that I then u
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Using Scopes and Branches in Microsoft Flow

Adam Murchison, 04 October 2019

If you’ve ever made a large Microsoft Flow with multiple connectors you’ll have noticed how untidy or messy it is. A useful feature that I’ve recently found is the ‘Scope’ control which will neatly confine your methods/actions to a well-defined structure. As you can see this flow is running multiple
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Showing Word Template Button in Dynamics 365 Unified Interface

Adam Murchison, 26 September 2019

For users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.When you click the drop down on the com
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A Quick Guide on using DateTime in Microsoft Flow

Adam Murchison, 08 August 2019

Microsoft Flow has many ways to set a DateTime and there are often strict requirements on how this is formatted for your purposes. Firstly, the most important function to know within Microsoft Flow to do with DateTime is utcNow(). We can do this by going to the ‘Expression’ tab when adding data to a
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How to Replicate Close Opportunity in Dynamics 365 using Alert.js

Adam Murchison, 25 July 2019

Dynamics 365 provides un-customizable functionality out of the box such as the Close Opportunity functionality. If you want to customize or recreate this functionality, it has been time-consuming to replicate the pop-up… until now. Introducing Alert.js 3.0, the stylish Dynamics 365 solution to help
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How to Trigger a Microsoft Flow from a Custom Button in Dynamics 365

Adam Murchison, 23 July 2019

When using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Triggering the flow using a ‘Flow Button’ makes the button appear under the ‘Run Flow’ branch which is a nested button that is unintuitive for users. It is much nic
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