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
Read the full article hereWhat 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
Read the full article hereWhile 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
Read the full article hereIn 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
Read the full article hereI 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
Read the full article hereOne 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
Read the full article hereThis 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
Read the full article hereForms 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
Read the full article hereIn 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
Read the full article hereWith 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
Read the full article hereIn 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
Read the full article hereSpoiler alert – We use the Microsoft Power Platform to help us with our sales!I must confess, we don’t have a sales team. We’re a bunch of businesspeople with a very good understanding of technology. We use that as our base to help our clients realise their potential through smart use of tech. The r
Read the full article hereWhen we want to restrict model-driven applications in Dynamics 365 to specific Users, we can easily apply Security Role based restrictions in the applications page and select which Security Role a User needs to have in order to have access to this application.For example, we want to restrict the mod
Read the full article hereWith most of New Zealand working from home at the moment I’ve been thinking about the challenges of keeping contract management and project approvals ticking along. Currently New Zealand businesses will be facing constraints of people not being physically in the same room, not all contract signers/a
Read the full article hereI don’t know about you, but everywhere I turn there is someone sharing a way to help, think differently, see new opportunities, have more connection and so on. It could become very overwhelming, when, if we are honest, we don’t need more “things” to do. We kind of have enough on our plate adjusting
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