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You can now copy records in Dynamics 365 easily! Introducing Infinity Buttons - Clone Record
Paul Nieuwelaar, 17 April 2023
Ever spent too much time copy and pasting text from one record to another in Dynamics 365? With Infinity Buttons: Clone Record, copying records is now as easy as click, click and create - saving you hours of painstaking frustration within seconds. Currently, Microsoft Dynamics 365 does not offer a s
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How to calculate the percentage of a selected group of customers in Power BI
Colin Maitland, 12 April 2023
In this article, I will demonstrate how to calculate the percentage of the total for selected Customers versus the percentage of the total for all Customers.For example, I want to use a slicer to select the Top 10 Customers and for each of those display what percent the Actual Revenue is compared wi
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How to add sequential row numbers to a table using a SQL CTE
Colin Maitland, 23 February 2023
In this article, I will demonstrate how to add a unique sequential row number to records in a SQL Server table using a SQL Common Table Expression (CTE).This is an example of selected columns from a table named Opportunity. This list of Opportunities selected here has been sorted by the Created On d
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How to configure navigation menu in Power Apps Portal
Dominic Liu, 23 February 2023
In this blog, we will show you what to do so that you can show/hide different tabs on the navigation menu for different portal user, based on their web roles. Firstly, the Power Apps Portal navigation menu should be configured in the ‘Web Link Sets’ Entity within Dynamics. If you are logged in with
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How to use a calculation group to change a relationship in Power BI
Colin Maitland, 23 February 2023
In Power BI, Calculation Groups act as a filter that modifies the measures they are applied to. The use of a Calculation Group reduces the number of measures that need to be written to support multiple calculation scenarios.In this article, I demonstrate how a Calculation Group may be used to change
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Using Power Query to create a Date table
Colin Maitland, 14 October 2022
In this article, I will demonstrate how to use Power Query in an application such as Microsoft Excel or Power BI Desktop to create a Date table.When creating a data model, it is common to have a Date table for use in measures and visualisations. This is particularly important for Date/Time Intellige
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Remove Sign-In Page in Power Apps Portals
Adam Murchison, 23 September 2022
When signing into a Power Apps portal, by default it is set to show you a basic authorisation page. To go directly to your own authorization page is very easy and makes the user experience much nicer. This blog is following on from my Auth0 authentication blog, so we’ll demonstrate using the Auth0 l
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Power BI - P2 - Calculate Change vs Difference for two Date Ranges
Colin Maitland, 19 August 2022
This is the second part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and difference between two user selected sets of dates for a measure.In the first article, I demonstrated the configuration of the data
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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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Power BI - P1 - Calculate Change vs Difference for two Date Ranges
Colin Maitland, 26 July 2022
This is the first part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and the difference between two user selected sets of dates for a measure such as Actual Revenue for Won Opportunities.The image below sh
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Authenticating Power Apps Portal with OAuth 2.0
Adam Murchison, 15 July 2022
Power Apps portals come with a bunch of identity providers out of the box to authenticate users such as the below providers: Another alternative to use is using a custom Open ID provider, one of many OAuth 2.0 providers is called Auth0, for the purpose of demonstration I’ll be using this to configur
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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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Analysing a Power Automate Flow with the Process Advisor
Isaac Stephens, 01 July 2022
Have you wanted to analyse some of your Power Automate flows? Maybe some of the more complex ones with multiple paths? Do you have a flow that sometimes takes a long time to run? Well Microsoft have recently released the Process Advisor to General Access, but what is the Process Advisor and how can
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Part 1: How to create Test Plans and Test Cases in Azure DevOps
Harshani Perera, 30 June 2022
Azure DevOps is a great place for everyone on the team including Business Analysts, Developers, Project Managers and Testers to collaborate on a project. It allows transparency and ease of communication to keep all information in one place so it’s visible to everyone. In this series, I will share wi
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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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