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

How to Define Sales Weeks in Dynamics 365

Ronelle Raath, 21 June 2019

Every business is unique in its own way. Thus, it came as no surprise that one of our Clients requested to change the start date of their Sales week to better suit their business process and reports in Dynamics 365. This can be achieved easily out of the box.Navigation In Dynamics 365; Navigate to S
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Bringing Dates Back to the Future! Migrating Dates from CRM 4.0 to Dynamics 365

Nick Chin, 20 June 2019

Recently I was migrating Contact data from CRM 4 to Dynamics 365 and came across a Date Time issue. All the dates were correct besides the Date of Birth. Why is only the Date of Birth incorrect? This was because in CRM 4 the Date Time fields were set to "User Local", meaning the date is displayed i
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Dynamics 365 Portal Entity Form Breaks after Adding a Control on a Field

Satyvir Jasra, 19 June 2019

Dynamics 365 allows us to customize Entity forms by adding custom controls to the fields for a more enhanced User Experience. For example, we can add ‘Flip – Switch’ as a control for a ‘Two Option Set’ field. This ‘Flip – Switch’ control changes the look and feel of a ‘Two Option Set’ field. I added
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Power Platform Licensing

John Eccles, 18 June 2019

Power Platform unlocks the potential of Dynamics 365 and Office 365. It opens the door for non-software developer users within organisations to manage data and electronic forms, automate business processes and enable mobility. An organisation needs licensing to use Power Platform. In this blog, I wa
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How to Resolve Microsoft Dynamics 365 jQuery Reference Issue

Adam Murchison, 17 June 2019

Have you ever had an error similar to the one below? TypeError: Object expected at Alert.$ (https:/xxxx/%7B636661942030000359%7D/WebResources/mag_/js/alert.js?ver=46925777:28:5) at Alert.show (https://xxxx/%7B636661942030000359%7D/WebResources/mag_/js/alert.js?ver=46925777:60:9)Are you adding in a j
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Retrieving Self-Referencing N:N records in Dynamics 365 Programmatically

Jordan Hohepa, 14 June 2019

In Dynamics 365 you are able to create a 1 to N, N to 1 or N to N relationship between two Entities. With this you also have the option to create a self-referential relationship. The screenshot below is an example of an N to N self-referential relationship created on the Account entity with the rel
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SSIS KingswaySoft - Multi-threading errors

Nick Chin, 11 June 2019

With the release of KingswaySoft v9.0 in July 2017, they added support for multi-threaded writing in the CRM destination component. When multi-threading is enabled you can set the number of threads to run simultaneously writing to CRM. I took over a project where the Batch Size was set to 200 and t
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Using the Condition Builder to Compare Multiple Values in Microsoft Flow

Sean Roque, 07 June 2019

The basic condition builder in a Microsoft Flow condition card is sufficient for building simple two-variable comparisons. However previously when we came across the need to create a condition that would compare multiple values, or any sort of complex comparisons, we would inevitably resort to ‘Edi
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How to Resolve the Dynamics 365 App for Outlook Loading Error on Outlook

Harshani Perera, 05 June 2019

This blog will show you how to resolve the following error when using the Dynamics 365 App for Outlook: “We can’t load this app because your email account isn’t configured with Dynamics 365 server-side sync for appointments, contacts, and tasks. Ask your system administrator to set up server-side sy
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Activating a workflow that is owned by a disabled user in Dynamics 365

Ronelle Raath, 31 May 2019

Recently, while attempting to Activate a draft workflow, I received an Access Error which stated that my User record or Business Unit had been disabled. While activating the workflow, the User account I was performing the action with had the System Administrator role, so I decided to investigate why
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Editing the DOM with Supported Dynamics 365 Custom Controls

Adam Murchison, 29 May 2019

Have you tried to edit/update/hack a field in Dynamics 365 so that it is styled and behaves just the way you want? Well now you can! This supported, new preview feature in Dynamics 365 uses the Custom Controls Framework to make previously unsupported customizations supported.What is an unsupported c
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How to Import a PowerApp Package

Colin Maitland, 28 May 2019

PowerApps can be exported as a package from one environment and then imported into another environment. In this article, I will demonstrate how to import a PowerApp package. This demonstration uses a simple ‘Leave Requests’ PowerApp that connects to Microsoft Dynamics 365. A Plan 1 or Plan 2 licence
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How to Know When to Stop Investing in Legacy Systems

Ryan Ingram, 27 May 2019

From the early 90’s to 2000’s we saw the emergence of accessible technology which started to connect and streamline paper-based or manual systems. We are now entering another wave of core technology advancement that can streamline business processes, increase sales, increase productivity and easily
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Why I Love the New Microsoft Dynamics 365 V9 Unified Interface and You will too

Harshani Perera, 24 May 2019

I'm usually resistant to change due to the fact that I may take longer than others to learn new things so I prefer to stick with my familiar ways. It’s easier and faster to work with what you already know and are familiar with, right? If a new system or an app takes me a long time to figure out, mos
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Context Transition when Using CALCULATE Function in Power BI

Colin Maitland, 23 May 2019

When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE function is to modify the Evaluation Context of an expression. In this article, I will demonstrate
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