• The Tech Powering Our Sales

      Gayan Perera, 13 May 2020

      Spoiler 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

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    • Users Unexpectedly see all Dynamics 365 Apps

      Sean Roque, 12 May 2020

      When 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

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    • Efficient Contract Management with E-Signatures

      Sarah Coleman, 11 May 2020

      With 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

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    • What We can Learn from the Practice of Notice

      Jaime Smith, 08 May 2020

      I 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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    • Power Automate Flow: Making the Filter Query Easier

      Nick Chin, 07 May 2020

      When I’m using Power Automate Flow with “List records” to retrieve records, the Filter Query is the hardest part to get right.This is because there is no friendly editor where you can search each field name and which will tell you how to format it.To make your life easier, you can use the FetchXML B

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    • Mapping Microsoft Forms Pro Survey Responses to a Dynamics 365 Record

      Sean Roque, 05 May 2020

      Microsoft Forms is a survey application to easily configure surveys with various question types. With Microsoft Forms Pro, there is improved capability for survey analysis and sharing. You can learn more about it here.Despite its own survey analysis functionalities, it might still be beneficial for

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    • Power Automate Flow DateTime Conditions with CDS List Record

      Jordan Hohepa, 04 May 2020

      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

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    • Working As One During Isolation

      Shalane Williams, 01 May 2020

      How 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

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    • Clearing a Cloned Product Entity Image using a Pre-Create Plugin

      Jared Johnson, 30 April 2020

      When 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

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    • Dynamics 365 XrmTooling Connect with Azure App Registration in C#

      Paul Nieuwelaar, 24 April 2020

      In 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

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    • A Tale of Two Countries - Charting Covid-19 Growth Rates with Power BI

      Colin Maitland, 23 April 2020

      Power 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

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    • How to Configure Age Groupings in Power BI

      Nick Chin, 20 April 2020

      When 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

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    • How a Customized Theme in Microsoft Power BI can Improve your Reports

      Ronelle Raath, 17 April 2020

      With 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

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    • Fixing Script Error when Navigating through a Sub-grid in Dynamics 365

      Adam Murchison, 16 April 2020

      On 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

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    • Entity Priority for Email Tracking in Dynamics 365

      Adam Murchison, 08 April 2020

      When 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.

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