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

How to Import a PowerApp Package

Colin Maitland, 28 May 2019

PowerApps can be exported as a package from one environment and then imported into another environment. In this article, I will demonstrate how to import a PowerApp package. This demonstration uses a simple ‘Leave Requests’ PowerApp that connects to Microsoft Dynamics 365. A Plan 1 or Plan 2 licence
Read the full article here
Context Transition when Using CALCULATE Function in Power BI

Colin Maitland, 23 May 2019

When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE function is to modify the Evaluation Context of an expression. In this article, I will demonstrate
Read the full article here
How to Sort Multiple Sets of Age Groups in Power BI

Colin Maitland, 22 May 2019

In this article, I will describe how to configure sorting for an Age Group dimension in Power BI that has multiple sets of Age Groups for the same age ranges. The example discussed in this article is based on aggregating Referrals stored in Dynamics 365 by Age Group. The Power BI Data Model has an
Read the full article here
Dynamics 365 Currency Configuration for Price List Items

Colin Maitland, 20 May 2019

In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and Percent Margin Pricing Methods may be proportional to either the Current Cost or the Standard Cost of t
Read the full article here
Flattening Opportunity and Opportunity Products in Power BI

Colin Maitland, 08 May 2019

In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote, Order, Invoice and their corresponding Quote Product, Order Product and Invoice Product entities. In Po
Read the full article here
Power BI Desktop Memory Issue Resolution - Part 2

Colin Maitland, 08 February 2019

In part one of this article, I described my experience of a “not enough memory to complete this operation” error I encountered in Power BI desktop. In this part, I will describe the cause and resolution for this issue. The cause of the issue was actually the formula used for generating the Sequentia
Read the full article here
Power BI Desktop Memory Issue Resolution - Part 1

Colin Maitland, 05 February 2019

In this article I will describe a “Failed to save modifications to the server … not enough memory to complete this operation” error I encountered in Power BI desktop and how this issue was resolved. The Power BI Data Model included a Referred Contact dimension table, Referrals fact table and a
Read the full article here
Duplicate Detection Rule for Comparing Leads with Contacts in Dynamics 365

Colin Maitland, 26 November 2018

A little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the record being created or updated. For example, Duplicate Detection Rules can be configured that chec
Read the full article here
Discount Calculation Method for Product Line Items in Dynamics 365

Colin Maitland, 15 November 2018

There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s
Read the full article here
Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 3 of 3

Colin Maitland, 07 September 2018

In the third of this three-part series I will describe the second of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration
Read the full article here
Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 2 of 3

Colin Maitland, 06 September 2018

In the second of this three-part series I will describe the first of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration
Read the full article here
Tax and Discounts Quotes/Orders in Dynamics 365 - Part 1 of 3

Colin Maitland, 05 September 2018

In the first of this three-part series I will briefly describe how the Tax Amount field for Quote/Order Products and Total Tax Amount field for Quotes/Orders in Microsoft Dynamics 365 work, especially when a Discount has also been applied to Quote/Order. TAX AMOUNT AND MANUAL DISCOUNT ON QUOTE/ORDER
Read the full article here
System Calculated Fields - Dynamics 365 Quote and Order Discounts

Colin Maitland, 20 August 2018

In the third part of this three-part series I will describe two system calculated fields for Quotes/Orders that provide system calculated totals for the discounts that have been applied to the Quote/Order. These two fields are not displayed on the Order form but can be added to the Order form if req
Read the full article here
Rounding Options for Price List Items in Dynamics 365

Colin Maitland, 17 August 2018

Price List Items in Dynamics 365 allow the configuration of pricing for Products using several options. These options are Currency, Discount List, Quantity Selling Option, Pricing Method and Rounding Policy. In this article I will describe the Rounding Policy options for Price List Items in Dynamics
Read the full article here
System Pricing Calculations for Quotes and Orders in Dynamics 365

Colin Maitland, 15 August 2018

In this article I will briefly describe the System Pricing Calculations for Quotes/Orders in Microsoft Dynamics 365. It is possible to disable the System Pricing Calculations for all the pricing fields on Opportunities, Quotes, Orders and Invoices in Dynamics 365. Refer to https://msdn.microsoft.com
Read the full article here

Category List