• NZ Post Integration for Dynamics 365 Add-on Installation Guide

      Paul Nieuwelaar, 15 May 2022

      NZ Post Integration for Dynamics 365 which allows you to search for real-time address data direct from the New Zealand Post and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZ Post Integration solution, and install it into your Dyn

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    • Overview of the View Management in Model-Driven Apps

      Arthur Mandisodza, 11 May 2022

      The view management feature in Dynamics 365 allows users to have more abilities to collaborate and share views, empowering users to have more control of their workspace by giving them the full capability to change what views they see, the order of the views and more personalized options. There is n

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    • Using Power Apps for Teams Power FX Formula Columns in Dataverse

      Jared Johnson, 05 May 2022

      Formula table columns are currently in preview, but Microsoft docs state that they are only available in Power Apps for Teams for now.Now while the Maker experience is only available in Power Apps for Teams, can we create them there and bring them into our normal Dataverse environment?To test this,

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    • Changes to Auditing in Dynamics 365

      Calum Jacobs, 21 April 2022

      Microsoft has just recently release changes to the way you can manage Audit records/logs in dynamics 365. Before these changes, audit logs could be visible individually through records under auditing or as grouped quarterly partitions. There wasn’t a whole lot you could do to maintain logs other th

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    • Get and Set Dynamics 365 Environment Variables from JavaScript

      Paul Nieuwelaar, 14 April 2022

      OverviewEnvironments Variables are a useful feature of Dynamics 365 and the Power Platform. They allow us to use values in things like Power Automate which are environment specific, such as API details, which might be different in each environment.When deploying environment variables to another envi

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    • Dynamics 365 Model Driven App Fallback and Role-based Forms

      Adam Murchison, 07 April 2022

      When working with forms in a Model Driven App you can select which forms you want to have in the app. You can control what form the user can see by Security roles, Model Driven Apps or JavaScript. This allows a unique experience for users depending on what Model Driven App they’re in.Security roles

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    • Power BI: Is On Or Before Highest Transaction Date Pattern

      Colin Maitland, 05 April 2022

      In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions   being reported on. This pattern prevents you

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    • Add Artificial Intelligence (AI) to your CRM

      John Eccles, 04 April 2022

      The barriers have vanished.In the past, AI was too complicated. You needed specialised data scientists on staff.It was too expensive and too risky. It required a lot of time and money for an AI project that may not even work that well.While some AI projects are still complicated, expensive, and risk

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    • Retrieving the Privileges of a User in Dynamics 365

      Isaac Stephens, 14 February 2022

      When working on a system recently we had an issue where we were querying the privileges of users to determine whether or not they have the privilege to do something (e.g. update a record). For some users this was not working as expected and the query was returning no privileges even though the users

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    • Power BI - Dataverse Connector verses OData Connector

      Colin Maitland, 04 February 2022

      In this article, I will describe some of the differences when using the Dataverse instead of the Dynamics 365 (Online), i.e., OData, connector in Power BI to retrieve data from Dynamics 365 (Online). When creating Power BI data models, I use a template data model that connects to Dynamics 365 (Onlin

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    • Power BI - Using Power Query to calculate Duration

      Colin Maitland, 03 February 2022

      When configuring a Power BI data model, the addition of one or more new column to store a calculated duration between two Date/Time values in Days, Hours or Minutes, or perhaps just Total Hours, is sometimes required.This can be done by adding Custom Columns using Power Query or Calculated Columns u

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    • Using C# to Add Members to a Static Segment in Dynamics for Marketing

      Adam Murchison, 31 January 2022

      When adding a list of members into a segment from Excel, you can’t always query them from Dynamics 365. There are many scenarios, such as you have a list of email addresses that may or may not exist in Dynamics 365. Microsoft suggests that we add a new field onto contact in this documentation. Micro

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    • Support for your CRM system - Variable or Fixed

      John Eccles, 27 January 2022

      Support is a necessityAn IT system is like a car. The real cost doesn’t stop when the system is installed. It requires ongoing support and maintenance to keep it working effectively. There’s an ongoing expense that can’t be avoided.‘Suppose you notice your neighbour filling the gas tank of his car f

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    • Dynamics 365 Partial Failures with Excel Online Export/Import

      Paul Nieuwelaar, 24 January 2022

      In Dynamics 365 Online, a common and useful way to bulk update lots of records at once is to use Open in Excel Online. This allows us to quickly modify bulk records using an Excel interface, which is also very useful when moving bulk data from one field to another. We can then Save immediately which

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    • Add additional fields to Dynamics CRM/365 Excel Template

      Roz Millar, 19 January 2022

      Have you ever been asked to add an additional field or fields to an excel template that you’ve spent time creating calculations, pivot tables and charts for? You would have found that one of the limitations of excel templates is that you can’t change the uploaded document via UI. You may have found

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