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

Staying Ahead of AI

Harshani Perera, 10 June 2020

A few months ago, I thought the greatest threat to our jobs would be Artificial Intelligence and not a tiny virus but then I thought, this too shall pass however AI will not.Every day AI is becoming more incorporated into our daily lives, it suggests movies on streaming services, provides auto repli
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Dynamics 365 PCF Control using OptionSet/TwoOption Input Property

Paul Nieuwelaar, 09 June 2020

When creating a PCF control for Dynamics 365, we have several types of properties that we can add to our control as input parameters. These can be bound to a field in Dynamics 365 or configured as just a static input which is configured at the control level.In scenarios where you want to provide som
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Maintaining Lookup References during Merge in Dynamics 365

Nick Chin, 08 June 2020

When merging records in Dynamics 365, all lookups referencing the deactivated record will be replaced with the master record. For example: there is a Case for managing merged Accounts and you need to keep the original Account look up reference after the Accounts are merged.Currently there is no way
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Be More Productive with Microsoft To-Do

Harshani Perera, 05 June 2020

In one of my previous blogs, I raved about how much I loved the new D365 Unified Interface (which I still do!) and now I’ve found something I love again. This time it’s Microsoft To-Do. After getting my Windows 10 update fixed recently, the first thing I did was install Microsoft To-Do. The sole pur
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Dynamics 365 XrmTooling Connect with User Credentials in C#

Paul Nieuwelaar, 04 June 2020

In a previous blog post, I talked about how to connect to the Dynamics 365 SDK with the new XrmTooling nuget package, and stepped through the best way to connect using an Azure App Registration with Client ID and Secret.In this blog post I’m going to explore a couple of other ways to connect, if you
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Online Customer Self-Service - Why and How?

John Eccles, 03 June 2020

What is Online Customer Self-Service?This blog could have been about Online Self-Service because employees, students, partners, and other stakeholders might benefit from online self-service. But I am focusing on customer self-service because generally that is where the greatest opportunity lies.Cust
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Microsoft Teams Quick Tips to Improve Productivity at Home

Adam Murchison, 02 June 2020

While working at home, the use of Teams within Magnetism and I’m sure many businesses has skyrocketed. While using Teams I’ve learnt a bunch of quick tips and hot keys that will help you to quickly perform tasks. You can explore a list of shortcuts Teams provides by pressing Ctrl+. or Ctrl+/ but thi
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Rich Email Content with DocumentsCorePack in Dynamics 365

Roshan Mehta, 29 May 2020

In this blog, I will show you how to embed a DocumentsCorePack template into the body of an email in a Dynamics 365 workflow. Doing this allows you to create rich email content, giving you more control than traditional out of the box email editing tools.For this example, I am using the Gift Certific
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Tips for building your first PCF Control

Zoe Sands, 28 May 2020

I have been playing around with PCF Controls in Dynamics 365 and have some tips for anyone wanting to dive in and give it a go. There are some great resources online which really helped which I have linked below.How to create a PowerApps PCF controlPCF Control GuideWhile following the instructions i
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Expand/Collapse all Actions for Microsoft Power Automate Flow

Paul Nieuwelaar, 27 May 2020

One thing I’ve been secretly wanting added to Flow (Power Automate) for a while now is the ability to expand all actions/steps within the editor. Recently I had to go through and update a bunch of references from one value to another across a few different Flows, and since the “collapsed” actions ar
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Tackling Concurrency Issues using KingswaySoft SSIS Toolkit for Dynamics 365

Roshan Mehta, 26 May 2020

This blog post documents my learning for a data migration from Dynamics CRM on premise to Dynamics 365 online, using the KingswaySoft SSIS Toolkit.The data migration consisted of 40 entities – three of which contained over 1 million records. With the current API limits imposed by Dynamics 365, there
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Chained Survey Branching Rule in Microsoft Forms Pro

Megha Kainth, 25 May 2020

Forms Pro is a Survey solution provided by Microsoft and powered by Office 365 and Dynamics 365. In this blog post I will explain how to set up a Chained Survey Branching Rule to a Survey. A Chained Survey allows you to redirect the user to another Survey. This survey gets displayed based on your re
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Setting the Organisation URL in the Power Platform Admin Center

Nick Chin, 22 May 2020

In the Power Platform Admin Center, setting the URL has confused some people familiar with the old Dynamics 365 Admin Center. This is because you can no longer set the URL on create.Here is an example of the old Dynamics 365 instance create form.In the “Power Platform Admin Center” you will need to
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Breaking the Language Barrier with Microsoft Forms Pro's Multilingual Feature.

Ronelle Raath, 15 May 2020

With Microsoft Forms Pro you can collate needed information from your customers quickly and effectively. But did you know that you can ensure you reach every single customer by making surveys available in their very own native language? You can do this by using the splendidly easy-to-use multilingua
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How to add the Subject Tree to the Site Map for a Dynamics 365 Model Driven App

Colin Maitland, 14 May 2020

In this article I demonstrate how to add Subjects to the Site Map for a Dynamics 365 Model-Driven App.Both Sales Literature and Subject are standard Dynamics 365 entities available for use as part of the Customer Engagement Plan and Customer Service App subscriptions. By default, Sales Literature mu
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