Dynamics 365 Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Beware of Inactive Contacts for Click Dimensions Email

Sean Roque, 24 February 2020

In Click Dimensions you can create Email Sends for a recipient, or multiple recipients from Dynamics 365. More information can be found here. Following interaction with that Email Send, an Email Event record is automatically created for a Dynamics 365 Contact/Lead/Account with the matching email add
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Assigning Power Apps per App Plan Licenses to Users in your Organisation

Alfwyn Jordan, 18 February 2020

Licensing has changed yet again. There are two license types that are of use and it depends on how many apps you’ve built. There’s the unlimited plan, and the per app plan. Visit https://powerapps.microsoft.com/en-us/pricing/ for more details. The steps to assign licenses is no longer straightforwar
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Manually Creating Dynamics 365 Portal Users with an Azure AD B2C Connection

Jordan Hohepa, 10 February 2020

Recently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering
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How to Execute an Entity Bound Action using the Dynamics 365 Web API

Adam Murchison, 05 February 2020

Executing actions from the Dynamics 365 Web API is a neat feature that allows you to execute server-side code/functions from the client side. When implementing this, there are a few hurdles to overcome which can arise when using actions that are bound to an entity rather than an unbound global actio
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What are Measures within Microsoft Customer Insights and How To Use/Build Them

Ronelle Raath, 04 February 2020

Microsoft released Customer Insights (CI) in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business, within different platforms, into one unified Customer view.Within CI you also have the ability to set Measures, but what are Measures?Well, t
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Configuring the Dynamics 365 Unified Interface Timeline Control

Sean Roque, 03 February 2020

In the Dynamics 365 Interface Timeline control, Activities are by default, arranged in order of last modified on. The display for these fields in the timeline are currently set to show the default fields as well.This configuration can be found in the Activities tab for the timeline control in the fo
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How to Translate Dynamics 365 Field Values to Power BI

Colin Maitland, 23 January 2020

In this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N
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Back up Dynamics 365 with the Power Platform Admin Center

Nick Chin, 22 January 2020

Microsoft recently released Backup & Restore functionality to the Power Platform Admin center and changed this to the default. This is quite different, so I will give you an overview. If you open the “Backup & Restore” tab in the classic Dynamics 365 Admin Center You will now get this pop-up
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Customer Insights and Dynamics 365 Customer Cards

Ronelle Raath, 21 January 2020

With the new Customer Insights feature released by Microsoft, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This unified Customer view can then be made visible in Dynamics 365 with the use of Customer Cards. Gi
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Deleting Data Sources in Microsoft Customer Insights

Ronelle Raath, 20 January 2020

With Microsoft Customer Insights, you can now unify all your Customer data stored and managed across the whole business across multiple data sources into one unified Customer view.This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stor
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Adding a Power Automate Flow into a Power Platform Solution

Adam Murchison, 17 January 2020

Microsoft’s Power Automate platform is improving and there are always better ways to do tasks, with this in mind I’ve written this blog to facilitate your processes involved with Power Automate. Why add a Power Automate Flow into a solution?You should add the Power Automate Flow into a solution so t
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Key Tips for Setting up Dynamics Customer Insights

Ronelle Raath, 16 January 2020

Recently I worked on setting up a Unified Customer using Microsoft Customer Insights for Magnetism Solutions. But where do you start? Essentially having insights into a unified customer profile, you can then better target customer engagements through actions like campaigns and support activities. S
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Dynamics 365 Error in Google Chrome

Nick Chin, 15 January 2020

Suddenly on Thursday the 14/11/2019 NZST a customer was having issues with Dynamics 365 when using Chrome, it was freezing and displaying a blank/white tab. Users would need to restart Chrome to load Dynamics 365 again.I was unable to replicate this issue on my laptop, however the users affected we
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Improve Navigation when Creating Topics for Dynamics 365 Power Virtual Agents

Ronelle Raath, 08 January 2020

Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor.To guide your Bot’s conversation with Users you use Topics. In this Blog I will highli
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Insight Capabilities Available within Microsoft Dynamics 365

Ronelle Raath, 07 January 2020

The definition of an insight is…“The capacity to gain an accurate and deep understanding of someone or something.”Within Dynamics 365 this simply translates to…“The capacity to gain an accurate and deep understanding of your Customer within your business.”You can achieve this through several feature
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