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New Zealand’s most experienced Microsoft Gold Certified Power Platform, Dynamics 365 CRM practitioners - Magnetism

About Us
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    • How To Set Up a Free Dynamics 365 Trial in the New Unified Interface (New Process)

      Harshani Perera, 01 March 2021

      In a previous blog that one of my colleagues wrote, he showed you how to set up a free 30 day Dynamics 365 trial. However, when I tried this, the steps had changed in the new Unified Interface so in this blog I will show you how to set up this 30-day free trial version using the new process.1. Go to

      Read the full article here
    • How to Create an Effective Chatbot

      Harshani Perera, 19 February 2021

      To create my own chatbot using Microsoft’s Power Virtual Agents, I’ve been interacting with bots online to see which ones were easy to use and were actually helpful. Through these interactions, I found some commonalities amongst the high performing ones that I will share with you today which can hel

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    • Some Useful Features of Power Virtual Agents You May Not Know

      Harshani Perera, 15 February 2021

      Power Virtual Agents by Microsoft allows you to easily create chatbots without any code. Whilst creating these, I came across some useful features I’ve listed below that you may not be aware of if you are new to creating them that can save you time and improve your bot.Create Topics from Webpages an

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    • How to Create User Guides within Dynamic 365 Unified Interface for End Users using Custom Help Panes

      Harshani Perera, 19 January 2021

      In my previous blog, I showed you how to enable the Custom Help Pane in your environment and a brief introduction on how to use the Custom Help Pane. In this blog, I will show how you can create user guides for your end users so that they can learn how to use the Dynamics 365 Unified Interface (UI)

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    • Custom Help Panes in the Dynamics 365 Unified Interface

      Harshani Perera, 15 December 2020

      If you are trying to find the Learning Path, this was a feature of the legacy Web Client which has now been deprecated and replaced by Custom Help Panes in the new Unified Interface. In this blog, I will show you how to set up the Custom Help Panes and Guided Tasks. You will need to meet the followi

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    • Part 3: Trigger actions from chatbots using Power Virtual Agents

      Harshani Perera, 18 November 2020

      In Part 1 and Part 2 of this blog series, I showed you how to create a bot and request information from the user. In the last part of this series, I will show you how to take this information and trigger an action to email the Customer Services team.Trigger Action1. Click the + Sign on the Message

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    • Part 2: Requesting Information from Users in Power Virtual Agents

      Harshani Perera, 11 November 2020

      Continuing on from my first blog about Power Virtual Agents, I showed you how to create a bot. In Part 2 of this series, I will show you how to request information from the user using the bot. I will continue to use the bot I created earlier however if you don’t have one, follow my first blog to set

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    • Create a Chatbot without any code using Microsoft's Power Virtual Agents

      Harshani Perera, 12 October 2020

      In this blog, I will show you how easy it is to create a chatbot with no code using Microsoft Power Virtual Agent. We will cover:1. Creating/Setting up the Environment2. Creating the Bot3. Building your Bot4. Testing your Bot5. Publishing and Sharing your BotCreate the Environment1. Go to https://p

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    • AI for Good: Gateway to the World through the Microsoft Translator App

      Harshani Perera, 10 August 2020

      I’d love to travel to different countries, experience foreign cultures, and maybe even work or study there for a few years. Living abroad for a year or two can really solidify your understanding of a new culture. Even if that’s not a possibility, a short holiday can open your eyes to a new world wit

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    • Agile Is Not What You Think It Is

      Harshani Perera, 26 June 2020

      When you hear or see the word Agile, you might have some animosity towards it. Concepts such as scrum, sprints, user stories, daily stand up meetings, sticky notes and planning Poker may come to mind. However, I can say that none of these things make you agile. In the current IT industry, it may hav

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    • Staying Ahead of AI

      Harshani Perera, 10 June 2020

      A few months ago, I thought the greatest threat to our jobs would be Artificial Intelligence and not a tiny virus but then I thought, this too shall pass however AI will not.Every day AI is becoming more incorporated into our daily lives, it suggests movies on streaming services, provides auto repli

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    • Be More Productive with Microsoft To-Do

      Harshani Perera, 05 June 2020

      In one of my previous blogs, I raved about how much I loved the new D365 Unified Interface (which I still do!) and now I’ve found something I love again. This time it’s Microsoft To-Do. After getting my Windows 10 update fixed recently, the first thing I did was install Microsoft To-Do. The sole pur

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    • Easily Create a Business Card Scanner using Microsoft Power Apps and Save to SharePoint

      Harshani Perera, 01 April 2020

      With Microsoft’s new AI Builder, it’s very easy to add intelligence into your business applications without writing any code. At the time of writing this, the AI Builder is only available for USA and Europe environments and is currently in Preview. The Business Card Reader component in AI Builder ca

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    • Counting Objects in an Image with an Object Recognition Power App

      Harshani Perera, 08 November 2019

      Following on from my blog about Object Recognition using the Microsoft Power Apps AI Builder, we created an AI Model to detect bananas.In this blog, we will create an App using a similar Model so that you can easily use it to detect objects. The following steps will show you how to do this.Step 1: L

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    • Quickly Switch between the Classic Mode and the Unified Interface in Dynamics 365

      Harshani Perera, 23 September 2019

      Currently both the Classic Mode and the Unified Interface (UI) of Microsoft Dynamics 365 can be used however the Classic Mode is going to be deprecated by Microsoft soon. If you are still using the Classic mode but you would like to take a quick peak at the new UI, there is a quick and easy way to m

      Read the full article here

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