• Dynamics 365 Sign in required pop-up

      Nick Chin, 08 October 2020

      Does the “Sign in required” pop-up keep appearing when browsing Power Apps, Power Automate or Power Admin? This is because your browser is blocking third-party cookies.I often use Chrome in Incognito mode, which causes third-party cookies to be blocked by default.Check your Cookie SettingsGo to the

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    • How to add a SharePoint Document sub-grid to any Form in Dynamics 365

      Isaac Stephens, 07 October 2020

      A limitation with Dynamics 365 SharePoint integration was the fact you had to go related and click on the document option. This was made slightly better when Microsoft added a Files Tab to the Accounts, Contacts, Leads, and Opportunity Forms. This still left many of entities, including Cases and Cus

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    • Convert pdf documents and email them from any record type, with Dynamics 365

      Sarah Coleman, 05 October 2020

      In the Wave 2, 2020 Dynamics 365 release, my favourite new feature is the ability to convert pdf documents and email them from any record type you like, even custom records. Over the last decade of working with Dynamics 365 and its previous versions, I’ve seen a variety of solutions introduced to a

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    • Your Information Technology Roadmap

      John Eccles, 05 October 2020

      Magnetism provides specialist input to the IT roadmaps of our partner-clients. We advise about the new technology expected from Microsoft and how they might utilise it for greater value. We look at the broader IT systems and advise on how D365, Azure and the Power Platform might integrate with other

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    • Communication and Successful Partnerships

      Jaime Smith, 28 September 2020

      Over the course of this year I have been completing a management course to develop my leadership and day to day management capabilities and recently some intentional investment into my marriage through commencing a marriage course with my husband. And now I am getting a singular message loud and cle

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    • Search by default with lookupObjects JavaScript in Dynamics 365

      Paul Nieuwelaar, 22 September 2020

      Microsoft have made some great improvements to the lookupObjects function for the Unified Interface, including the support for the searchText parameter. This used to work in the old interface, but was never officially documented, and wasn’t working in the Unified Interface up until the 2020 Wave 1 r

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    • Power Automate: How to import Flow Connection References

      Nick Chin, 22 September 2020

      Microsoft has finally announced that Solutions will now handle Flow Connections. Previously you had to import the Solution, then manually create a Connection and reconfigure each Flow individually.Connection References Now Microsoft has created Connection References for “Solution-Aware” Flows, the C

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    • Dynamics 365 Error: At least one system user or queue in the organization must be a recipient

      Roshan Mehta, 21 September 2020

      We came across an interesting issue with the Dynamics 365 Email Router. We had set up the router for incoming emails using a Queue and everything was working fine until a few days ago when we saw the following error in the Event View on the Email Router server.At least one system user or queue in th

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    • Dynamics 365 Marketing - TimeZone Independent DateTimes in C#

      Adam Murchison, 17 September 2020

      Working with DateTimes are often problematic and Microsoft have added some new functionality when working with them in Dynamics 365 Marketing that may cause issues. In this scenario, we’re retrieving a Time-Zone Independent date field and setting the retrieved value into a User Local date field. Wit

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    • What's in Your Self-Care Toolbox?

      Shalane Williams, 16 September 2020

      It’s Wednesday afternoon. The to-do list has increased by 50% since the beginning of the week. There’s only 2 days left of the working week. At this point, the cortisol in your body starts rising, stress and anxiety creeping up as the prospect of working another weekend fills you with dread. Sound f

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    • How we use concepts from aviation to deliver quality CRM projects

      Gayan Perera, 14 September 2020

      Aviation is dangerous! We strap ourselves into a huge steel tube with a couple of engines and wings with millions of moving parts, trusting that the people operating these machines will get us to where we need to get to.IT projects, especially CRM projects are very similar. The biggest difference is

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    • Dynamics 365 File usage over capacity issues

      Nick Chin, 08 September 2020

      For Dynamics 365 staying under Capacity can be a bit of an issue, as files can easily balloon in size.Normally you would delete attachments and logs to clear up space, however there is a problem where you cannot delete data.In the Power Platform Admin under the Storage Capacity you can get a detaile

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    • All-in-one or Best-of-breed?

      John Eccles, 03 September 2020

      Which is better? An all-in-one system or an integrated best-of-breed system? The debate has been raging for years. Suppliers of all-in-one systems and ‘point’ systems both argue convincingly that their approach is superior while the consensus of those who profess to be independent is “it depends”. T

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    • Get-There-Itis: A Major Stress Factor for IT Projects

      Gayan Perera, 27 August 2020

      “Get-there-itis" or “plan continuation bias” is a term I learnt when learning to fly. Essentially it’s the eagerness of a pilot to reach a destination even when conditions for flying are unfavourable. I see this creeping into IT projects, disregarding obvious risk just to get it done.Let’s start wit

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    • Electronic Signing Made Affordable and Easy

      Gayan Perera, 19 August 2020

      There are several electronic signing solutions out there in the market. However, they are expensive, have features locked behind paywalls, hard to integrate with, don’t work well on a mobile, and the minute you say you’re an enterprise the price goes way up.Well, that pain is now over. We found a so

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