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

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
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Testing your Azure Function within Azure

Adam Murchison, 08 July 2020

Testing your Azure function from a queue, HTTP request or another trigger can be a pain especially when you’re waiting for the Application Insights to show the log as it can take up to 5 minutes. You can test your function directly within Azure with real-time logging.How to navigate to test/run in A
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Creating a toast notification in Dynamics 365 using JavaScript

Jared Johnson, 06 July 2020

I have seen a few comments here and there about how to create a toast notification using JavaScript. Toast notifications were introduced in the Unified Interface pop up for things like creating a record via quick create. This is where the addGlobalNotification function comes in. If you read the link
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Adding Custom Fields to the Dynamics Marketing Events Portal

Jordan Hohepa, 30 June 2020

With Dynamics 365 Marketing you can directly connect D365 with a customer-facing portal for managing Events. This Event Portal is built using the Angular framework and fetches data from Dynamics 365 using an Events API configured by Microsoft. Although you can customize the entire frontend by downlo
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Exploring the Common Data Service (current environment) Connector

Sean Roque, 29 June 2020

In Power Automate, the original Common Data Service connector is intuitive, but it certainly has its limitations. Primarily, when deploying a Power Automate Flow across environments, the generic connector required manual reconfiguring to ensure the connectors are pointing to the correct environment.
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Agile Is Not What You Think It Is

Harshani Perera, 26 June 2020

When you hear or see the word Agile, you might have some animosity towards it. Concepts such as scrum, sprints, user stories, daily stand up meetings, sticky notes and planning Poker may come to mind. However, I can say that none of these things make you agile. In the current IT industry, it may hav
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Cannot Delete Component in Dynamics 365

Roshan Mehta, 24 June 2020

If you’re like me and have been working with Dynamics 365 for many years, you’ll know all about dependent components. Or at least you think you do! I wanted to delete a lookup field on a custom entity called Reimbursement. Of course, I had removed the lookup from the form, any views and checked all
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Segmenting your Customers within Microsoft Dynamics 365 for Marketing

Ronelle Raath, 23 June 2020

There are numerous ways you can slice a cake to get the perfectly sized piece that you want. Likewise, there are many ways you would want to group or segment your customers to fit your business’s marketing needs. Microsoft Dynamics 365 for Marketing enables you to slice and dice exactly as your bus
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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
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Configuring Azure AD B2C Password Complexity

Jordan Hohepa, 19 June 2020

When using Azure Active Directory B2C you can control how your users access, register and manage their accounts for your applications. While configuring Azure AD B2C you have the option to use User Flows or Custom Policies to handle these processes. User Flows make use of the Azure Portal Interface,
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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
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How to Dynamically Switch Business Process Flow in Dynamics 365

Adam Murchison, 16 June 2020

Previously I had written about how to switch business process flow in Dynamics 365 here. This has the fundamentals of how to switch a BPF but did not touch on deleting the previously set BPF. You must delete the previously set BPF for there to be only one active BPF, users may see the old one if thi
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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
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Dynamics 365 Portal and Azure AD B2C Register Time Out

Jordan Hohepa, 12 June 2020

We recently used Azure AD B2C to handle the Sign-In and Sign-Up functionality for a Dynamics 365 Portal. We ran into an issue with the Sign-Up page where a Portal User would fill in all their details, but their account would not be fully created.We found that the B2C Sign-Up page was creating the B2
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Dynamics 365 updates can break the XrmToolBox Plugin Registration

Nick Chin, 11 June 2020

If you’re a Dynamics 365 Developer like me and frequently use the XrmToolBox, you’ll have noticed that the Plugin Registration tool recently stopped working with the Dynamics 365 Environment has the 2020 Wave 1 update. On load of the Plugin Registration tool I got the following error.I could registe
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