With the general release of the Wave 2 update at the start of October 2019, the ability to customize the Close Opportunity form is now available! In this blog I will go through enabling this ability as well as giving an example of adding custom fields.How do you customize the Opportunity Close form?
Read the full article hereIn this article I demonstrate how to filter slicers using a measure instead of using bi-directional filtering relationships. I will also briefly highlight that the implementation and use of bi-directional filtering relationships between dimensions and facts for the purpose of filtering slicers is no
Read the full article hereWhile working with Queues and Queue Items in Dynamics 365 for a client I came across a data issue that required a bulk data update on Queue Items. As the nature of my data update could be handled by an On Demand Workflow, naturally this is what I created.When I tried to run the workflow using Advanc
Read the full article hereIn this article, I demonstrate how to format the display of a number in a Canvas Power App as it is being entered by the user. This demonstration uses the example of a custom calculator created using various buttons, labels and formulas and which allows the user to enter up to 12 numeric digits as p
Read the full article hereMicrosoft released Customer Insights in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This had me thinking what are the key benefits of Customer Insights?So here are my findings on some key benefits:Cu
Read the full article hereWhen deploying a Custom Control, I noticed that the Custom Control was not updating from the previous version. I struggled to work out why this wasn’t overwriting the previous version of the Custom Control, so I was removing the dependencies and deleting it, then re-deploying the Custom Control each
Read the full article hereIn this article I briefly demonstrate how to capture the queries that are sent by Power BI to Dynamics 365 (Online) when refreshing a table in a Power BI Data Model.The example used in this article is based on an Account query. This query includes steps to filter, select, sort and expand the retriev
Read the full article hereWith the new Customer Insights feature released by Microsoft in July 2019, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This means that Contact information stored in Dynamics 365, as well as their related paym
Read the full article hereRecently, Microsoft have released new Artificial Intelligent functionality, which can easily be added to Power Apps and Microsoft Flow (now called Power Automate). At the time of writing this blog there are four AI Models, Form Processing, Object Detection, Prediction and Text Classification. This b
Read the full article hereYou’ve commissioned the build of a brand-new CRM, replacing an existing system or upgrading your older version of CRM. It’s been delivered, everyone’s excited to use it but how do you know it’s been a success?Being on time and on budget is a project manager’s goal and a measure of project success. H
Read the full article hereWith the Web Client scheduled to be removed entirely on the 1st October 2020, Microsoft are automatically transitioning environments to the Unified interface before this date, you may be surprised to see how early they have scheduled the transition if you were expecting to have until October!The Tra
Read the full article hereIn a previous article, I demonstrated several approaches for transforming Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values. In this article I demonstrate the structure of the custom Power BI function referred to in that article. This article demonstrates the inte
Read the full article hereMicrosoft AI Builder is a Power Platform capability that puts awesome Artificial Intelligent capabilities at your fingertips.We have four AI models available in the preview release:PredictionForm ProcessingObject DetectionText ClassificationThe preview released only to Environments in the US and Eur
Read the full article hereMicrosoft Flow can be configured to easily automate tasks which use a range of different applications and services. Not only can you connect to Dynamics 365 from Flow to work with records – you can also run Flows from within Business Process Flows in Dynamics 365.Create Flow:In this example I create
Read the full article herePower Automate provides us with a connector that allows for sending Push Notifications to your Canvas Power App. Most of the details can be found here.Here are a few of our findings while implementing this Power Automate functionality.The link above mentions that a known limitation of the Push Notif
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