• Using Entity Hierarchy in a Dynamics 365 Rollup Field

      Isaac Stephens, 10 July 2020

      Rollup fields are great for aggregating data from related records. Dynamics 365 has a nice extra option with rollup fields, where they allow you to easily rollup data from child fields by turning on ‘Use Hierarchy’, after selecting the Source. An example of this is shown below, this example counts t

      Read the full article here
    • Retrieving a Holiday Calendar in a Dynamics 365 Plugin

      Isaac Stephens, 22 June 2020

      In Dynamics 365 you can create Holiday Calendars which contain the dates when your business observes a holiday. These are important when using SLAs as they will be taken into account when handling response times. However, you may want to use these holidays in your own custom logic. For example, you

      Read the full article here
    • Dynamics 365 2020 Wave 1: Updates to Customer Service Management

      Isaac Stephens, 17 June 2020

      In the new wave of Dynamics 365 there are some interesting updates to the Customer Service Management features. These include updates to routing rules and SLAs to bring them into the unified interface: a customizable Case Resolution dialogue, updates to the email creator, and much more. Check out Mi

      Read the full article here
    • Why are my Dynamic Values sent in an email from a Dynamics 365 Workflow wrong?

      Isaac Stephens, 15 June 2020

      The Issue:Recently, I created a Workflow that set a User lookup field on a record and sends an email to a contact. In this email the updated field is used in two different ways; the first is by accessing it directly from the Case - this gives the Full Name of the User. The second way is by using the

      Read the full article here
    • Adaptive Card Responses in Teams using Power Automate

      Isaac Stephens, 25 February 2020

      Power Automate recently released two new actions for Microsoft Teams. These actions allow you to post an Adaptive Card to a User or to a Team and wait for a response. Actions generally just run without any human interaction; however, these new actions bring in a new level of Human – Flow interaction

      Read the full article here
    • Formatting Numbers in Power Automate Flow

      Isaac Stephens, 31 January 2020

      Power Automate has just released the new Format Number action, which allows you to format a number from one of the out of the box options, or by your own custom number format. This can be useful, as you are able to display numbers in a formatted way while maintaining the base value behind it for gre

      Read the full article here
    • Creating a Form Processor in the Power Platform AI Builder (Part 2)

      Isaac Stephens, 15 October 2019

      Check Part One to see how to create the model needed to Process a form.Once your model has been created and published you are able to create an App or Flow that utilises it. Microsoft Flow is an extremely powerful way to use the Form Processor because it can automatically take newly submitted forms

      Read the full article here
    • Security and Workflows in Dynamics 365

      Isaac Stephens, 09 October 2019

      In Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W

      Read the full article here
    • Creating a Form Processor in the Power Platform AI Builder (Part 1)

      Isaac Stephens, 24 September 2019

      Recently, A.I. has become even more accessible with the Power Platform using the A.I. Builder functionality. Microsoft have given us four powerful templates to use to create our own models; Binary Classification, Form Processing, Object Detection and Text Classification. This blog will be the first

      Read the full article here
    • Using the SolutionPackager tool with Dynamics 365

      Isaac Stephens, 24 July 2019

      When you export a solution, you are given a Zip folder containing 3 XML files. These 3 files contain all the information needed to build your solution. But this isn’t exactly human friendly as all of your entities are jammed into one file called ‘Customizations.xml’. But Microsoft have our backs her

      Read the full article here
    • Using the Qualify Lead Action in Dynamics 365

      Isaac Stephens, 22 July 2019

      Dynamics 365 lets you convert a Lead into an Account, Contact and Opportunity at a click of a button. But you may not need to have an opportunity created, which means you will either need to delete these unwanted records, or just let them sit there wasting your precious space. Well luckily enough, f

      Read the full article here
    • Why is my Dynamics 365 Rollup not working in the Unified Interface

      Isaac Stephens, 05 July 2019

      As more and more people switch over to the new Unified Interface for Dynamics 365, people start to find differences between the old and the new. Some differences can cause great frustration, especially when things that used to work don’t. One of the issues we came across was when a perfectly working

      Read the full article here
    • Embedding Maps into a PowerApps Canvas App

      Isaac Stephens, 10 June 2019

      Maps are a great visual way of seeing where a location is and the area around it. This makes embedding a Map into your PowerApp an extremely useful tool. But how do you do this? And what options are there? Currently PowerApps does not let you add a Map as an OOTB control, but here is a way to add a

      Read the full article here
    • Using Data Integration in Microsoft PowerApps

      Isaac Stephens, 21 May 2019

      Storing data in a CDS entity is a useful way to have it accessible to your PowerApps applications. This is because rather than embedding the data source directly into each of your applications you can connect multiple apps to one source. Another benefit of using CDS is that you can create a Data Int

      Read the full article here
    • Filtering data in PowerApps using Search and Tags

      Isaac Stephens, 15 May 2019

      It is easy to search for an item in PowerApps with the built in Search() function by simply setting the Items attribute in your Gallery to Search(source, textbox.txt) as shown in the image below. However, this only looks for that exact sequence of characters/words. Sometimes you will want to search

      Read the full article here