In this article, I demonstrate the transformation of Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values in Power BI, taking into account Daylight Saving Time.This demonstration highlights a significant difference in the transformation of these values when the Power
Read the full article hereThe legacy Web Client has been deprecated as of September 2019. What does this mean? Microsoft has set the 1st of October 2020 for when the Web Client will no longer be available. If you are still using the legacy Web Client, you will need to transition to the Unified Interface by this date.Microsof
Read the full article hereThe 2019 Wave 2 update has had some changes to the “Enable only the Unified Interface” setting.Paul’s blog describes how to enable the Unified Interface by default.Now with the Wave 2 release; “Enable only the Unified Interface” has been removed from the “System Settings”.This has been moved the Pow
Read the full article hereFacebook is one of the largest social media platforms that offers high view rates and precision with the target audience. Combined with Microsoft Dynamics 365, a leading cloud-based business applications platform to store and manage this information, we end up with a powerful combination for enterpr
Read the full article hereHave you ever had the “Invalid Argument” error from an Action before?This can happen when you are retrieving a record with code and it returns a null. If an Action has an EntityReference output, then it must always return data. So, if you encounter this problem, what should you do?If the logic is co
Read the full article hereThere was an instance for one of our clients where a single user was receiving the error message: “App for Outlook is the App Module for Dynamics 365 App for Outlook. This Action is not applicable.” and was unable to access the Dashboards area in Dynamics 365 Unified interface. At first glance you m
Read the full article hereAttending an annual trade or industry event as an exhibitor or a sponsor used to be a given. The Justification was always warranted – you were there to meet your customers, to meet prospects and push them further along the sales process or if you had to: “we need to be there as all of our competitor
Read the full article hereThere are multiple ways to create a triggered Flow with Dynamics 365. One way is by browsing to the Flow centre and creating the Flow.If you’re logged into Dynamics 365, Flow be accessed from the top left by clicking the Office 365 app button, then selecting Flow.Select the “Create” tab.Since we are
Read the full article hereRecently, as the Dynamics 365 administrator, I was tasked with removing the Assign button from the Queue form command bar. Easy enough, I thought. I’ll just create a solution with the Queue entity, open Ribbon Workbench and hide the button. But no, instead of being able to edit the command bar I rec
Read the full article hereIn this article, I demonstrate the data type conversion that should be applied to Dynamics 365 Currency fields in Power BI; ie. to Fixed Decimal Number instead of to Decimal Number.In Microsoft Dynamics 365, “Currency” fields are stored in the underlying SQL Server database using the SQL Server Mone
Read the full article hereIn Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W
Read the full article hereIn Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch
Read the full article hereIn Dynamics 365, customisable dashboards can be hidden by altering the Security Roles that are able to view the dashboard. I wanted to hide a system dashboard for a client, and I learned that the Server-Side Synchronization Failures Dashboard cannot be customised. In this blog post, I will show you
Read the full article hereWhen calling functions in your custom JavaScript file, you often need to know the context in which the Client API is interacting with your CRM. Previously Xrm.Page was used to represent a form or an item on the form. But now we have switched to using the formContext object. This we can usually get o
Read the full article hereDocuments Core Pack comes with a useful “Create Document” button in enabled entities, where a pre-created template can be populated with data pulled from the fields on a Dynamics 365 record and its related records. When creating the template, conditional fields can even be inserted, which is a conta
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