Power Automate Flows have grown in popularity since being introduced by Microsoft. One of the many reasons why you’d use them is because of the hundreds of connectors available, making it easy to get and manipulate data from a variety of places. In this blog we will be looking at one way we can retr
Read the full article hereHow quick things change! A month or so ago, we lived a seemingly normal existence: school, work, going to the gym, catching up with mates at the pub or the beach and venturing further than our front door. A few weeks ago, we were forced to adjust to a new normal and for many that’s meant making home
Read the full article hereWhen cloning a product using the Clone button, the new product that is created will also have the same entity image as the original product. What if you want to stop this from happening so that it has no entity image by default?A good way to solve this would be a plugin, ideally on pre-create so you
Read the full article hereIn this blog post, I’m going to explain how to connect to Dynamics 365 Online from a C# Console App, Azure Function, or any other external application. I’ll be showing how to connect using an Azure App registration. This approach uses a Client ID and Client Secret, in addition to Server URL, instead
Read the full article herePower BI is a great tool for analysing information. In this article, I demonstrate some charting approaches using some standard Power BI charts. The three examples of chart-sets in this article demonstrate my lay persons analysis of a ‘Tale of Two Countries’; i.e. comparison of the reported Covid-19
Read the full article hereWhen designing reports in Power BI, you need to be aware of situations where your visualizations may be hard to read due to the large range of data you have available. For example, the pie chart below shows information segmented by different ages, but each slice of the pie is very small and is diffi
Read the full article hereWith Microsoft Power BI you can easily achieve effective visual reports and dashboards from data captured within your business.However, to ensure you are putting together decent visuals you need to consider some key elements like keeping things simple, clear and concise as well as intuitive. You wou
Read the full article hereOn Dynamics365 Server version: 9.1.0000.14744 you may get script errors when clicking the back button when navigating to a record through a sub-grid. The error looks like this:The script error occurs on a script that isn’t even loaded into the target form which means that there’s a conflict in the s
Read the full article hereWhen a user is tracking an email through Outlook using the Microsoft Dynamics 365 for Outlook Application or Dynamics 365 app for Outlook, the From field is linked to a record in CRM if it exists. If there is no record that exists linked to the given email address, then CRM will create a new record.
Read the full article hereA bit of background before we get into the nitty gritting. When we started Magnetism, we wanted to operate our support contracts differently to the existing providers in the market. The existing players all provided support contracts the way insurance companies provide insurance. E.g. you pay month
Read the full article hereData is the foundation to any business and one of its most valuable assets. Knowing and understanding your data well can help improve your business through management and growth. Now with Microsoft Power BI you can even predict the future using its awesome forecasting feature! Knowing the future can
Read the full article hereRecently on a comment on one of my blog posts, I was asked why some lookups did not have a new record button while other lookups to the same entity did. An example is the Primary Customer lookup on case, it only allows selecting existing Contacts.This setting is controlled by the IsInlineNewEnabled
Read the full article hereThere’s an example on the WebAPI documentation of how to retrieve a related entity and their columns. As I was following this documentation to retrieve an owner lookup, I unexpectedly got an error and then did some digging to see why this failed. Once you know how to retrieve the owner of a record,
Read the full article hereWith Microsoft’s new AI Builder, it’s very easy to add intelligence into your business applications without writing any code. At the time of writing this, the AI Builder is only available for USA and Europe environments and is currently in Preview. The Business Card Reader component in AI Builder ca
Read the full article hereWe recently used an identity management service called Azure AD B2C to handle how Users would Sign Up and Sign In to a web application. Azure AD B2C enabled us to customize how the User would log into our website, including the look and feel, allowing us to integrate it seamlessly into our existing
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