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How to add Knowledge Base Articles in Power Apps Portals
Dominic Liu, 04 August 2022
Recently, I have been working on a Power Apps Portal project, and our customers requirement is to add Knowledge Base Articles (KB Articles) on the portal webpages so that they can easily change the content inside Dynamics 365, here are two ways to add KB Articles on the webpage.Table PermissionsTabl
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Lookup Fields on Power Apps Portal
Dominic Liu, 02 July 2022
Lookup fields can define views that display different sets of values from the associated entity. We often use lookup fields in Dynamics 365 to handle the relationships between tables. However, if you have a lookup field on your table that is linked to a reference table, the view is not related as we
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Resolve problems with Dynamics 365 for Outlook Client with Edge
Jared Johnson, 29 June 2022
If you are still using the old Dynamics 365 for Outlook Client, you may notice issues when using it with Microsoft Edge. When trying to create/edit a Dynamics 365 record from inside the Outlook Client, it will open the record in Edge, but in Outlook there will be just a blank white popup that will e
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Power Query - Conditionally Replace Values in a Column with Values from another Column
Colin Maitland, 27 May 2022
In this article, I will demonstrate how to use Power Query to conditionally replace values in a column with values from another column. We want to do this with the least number of steps, while handling blank values and maintaining the data type of the column for which values are to be replaced. For
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NZBN Integration for Dynamics 365 Add-on, Installation Guide
Paul Nieuwelaar, 15 May 2022
NZBN Integration for Dynamics 365 which allows you to search for real-time data direct form the New Zealand Companies Office and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZBN Integration solution, and install it into your Dynam
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NZ Post Integration for Dynamics 365 Add-on Installation Guide
Paul Nieuwelaar, 15 May 2022
NZ Post Integration for Dynamics 365 which allows you to search for real-time address data direct from the New Zealand Post and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZ Post Integration solution, and install it into your Dyn
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Overview of the View Management in Model-Driven Apps
Arthur Mandisodza, 11 May 2022
The view management feature in Dynamics 365 allows users to have more abilities to collaborate and share views, empowering users to have more control of their workspace by giving them the full capability to change what views they see, the order of the views and more personalized options. There is n
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Using Power Apps for Teams Power FX Formula Columns in Dataverse
Jared Johnson, 05 May 2022
Formula table columns are currently in preview, but Microsoft docs state that they are only available in Power Apps for Teams for now.Now while the Maker experience is only available in Power Apps for Teams, can we create them there and bring them into our normal Dataverse environment?To test this,
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Changes to Auditing in Dynamics 365
Calum Jacobs, 21 April 2022
Microsoft has just recently release changes to the way you can manage Audit records/logs in dynamics 365. Before these changes, audit logs could be visible individually through records under auditing or as grouped quarterly partitions. There wasn’t a whole lot you could do to maintain logs other th
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Get and Set Dynamics 365 Environment Variables from JavaScript
Paul Nieuwelaar, 14 April 2022
OverviewEnvironments Variables are a useful feature of Dynamics 365 and the Power Platform. They allow us to use values in things like Power Automate which are environment specific, such as API details, which might be different in each environment.When deploying environment variables to another envi
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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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Power BI: Is On Or Before Highest Transaction Date Pattern
Colin Maitland, 05 April 2022
In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions being reported on. This pattern prevents you
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Add Artificial Intelligence (AI) to your CRM
John Eccles, 04 April 2022
The barriers have vanished.In the past, AI was too complicated. You needed specialised data scientists on staff.It was too expensive and too risky. It required a lot of time and money for an AI project that may not even work that well.While some AI projects are still complicated, expensive, and risk
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Retrieving the Privileges of a User in Dynamics 365
Isaac Stephens, 14 February 2022
When working on a system recently we had an issue where we were querying the privileges of users to determine whether or not they have the privilege to do something (e.g. update a record). For some users this was not working as expected and the query was returning no privileges even though the users
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