• Enable Entities for Dynamics 365 for Outlook

      Megha Kainth, 15 April 2019

      Dynamics 365 App for Outlook lets you create activities, track emails, create records in CRM from Outlook. Some out of the box entities are searchable by default - for example Account, Contacts and Leads. Some entities such as custom entities aren’t available in the app out of the box. To allow use

      Read the full article here

    • Combine Columns to Import Data in Dynamics 365

      Megha Kainth, 11 April 2019

      Recently, one of our clients was having trouble while importing data in Dynamics 365. They exported data from another system to import into Dynamics 365. That system has fields for First Name and Last Name but has no combined field for Full Name. They exported the data in a csv file and wanted to i

      Read the full article here

    • Share PowerApps with Another User

      Megha Kainth, 30 November 2018

      PowerApps can easily be shared with another user from the same organisation. To share your app, sign in to PowerApps. Click on Apps. Select your App from the list and Click Share. Enter user’s name or email address. Check the Co-owner tick box if you would like the user to edit and share the app. Cl

      Read the full article here

    • Create PowerApps using Data from Excel

      Megha Kainth, 29 November 2018

      PowerApps can be created using data from an Excel spreadsheet. Users can create their tables in Excel and upload it to OneDrive. In this blog, we will learn – how to create a PowerApp using Data from Excel. Open a worksheet in Excel and insert a table to it. Add some data such as First Name, Last Na

      Read the full article here

    • Connecting a Bot Framework Bot to Cortana as a Skill

      Jordan Hohepa, 25 July 2018

      Microsoft’s Bot Framework allows developers to easily create and deploy bots to many different channels, one of which being a Cortana channel. Once your bot has been developed and is ready to publish, you can make this available for use by Cortana as a ‘Cortana Skill’. You can find more information

      Read the full article here

    • Connecting Cortana and Office 365

      Jordan Hohepa, 27 June 2018

      If you have Windows 10 then chances are that you also have Cortana, which is an Artificial Intelligence Personal Assistant. Cortana can perform many tasks like creating reminders, searching online with Bing, tracking flights, etc. This can all be done from the start menu using either your voice or i

      Read the full article here

    • Troubleshooting Customisation Synchronization Issues with the Dynamics 365 App for Outlook

      Miguel Nepomuceno, 24 May 2018

      Magnetism recently deployed some customisations to the Appointment form in Microsoft Dynamics 365. One of the changes made were new option set values on an existing option set field called Type. System users use Dynamics 365 with the Dynamics 365 App for Outlook to track Outlook items to Activities

      Read the full article here

    • How to Enable Hardware Acceleration in Windows 10

      Adam Murchison, 04 April 2018

      For whatever reason you may need to enable hardware acceleration, in my case I needed to run an Android emulator within Visual Studio. Simply access your BIOS (Settings -> Update and Security -> Recovery. Under the Advanced Startup section press ‘Restart Now’ and your pc will restart.  

      Read the full article here

    • Warning and Failure Actions in Dynamics 365 SLAs

      Jasper Marri, 27 March 2018

      In my previous blog,  I discussed how can we create an SLA and activate it for the Case entity in Dynamics 365. This blog expands on the SLA functionality by adding an automated email to notify the customer service manager that an SLA is about to expire and also when expired. This provides visi

      Read the full article here

    • How to Create Bulk Bugs in TFS using Excel

      Megha Kainth, 05 December 2017

      One of the most time-consuming tasks for a Software Tester is logging defects. It can take a good amount of time to create a lot of bugs in TFS manually but doing it via Excel is more efficient. With Excel, you can create all your bugs in less time and import them to TFS as a flat list. In this blog

      Read the full article here

    • What are the Quirks of Server-Based SharePoint Integration for Dynamics 365

      Dominic Jarvis, 22 November 2017

      SharePoint integration for Microsoft Dynamics 365 is a great way to free up space taken up by files or attachments that are usually stored in Dynamics 365 itself. Enabling this integration can be incredibly helpful, but there are a few quirks when using this service. Also just note that this articl

      Read the full article here

    • Excel Template Gotcha in Microsoft Dynamics 365

      Roz Millar, 21 October 2017

      I recently needed to create an Excel template for a customer.  My scenario:The template was to be based on appointments that were ‘Regarding’ a specific record type . It needs to group the time spent on each of the appointments based on a value from the regarding record.Customer has Microsoft D

      Read the full article here

    • How to Keep Solution Sizes Small in Microsoft Dynamics 365

      Dominic Jarvis, 17 October 2017

      When moving changes between environments in Microsoft Dynamics 365, solutions are used to package these changes for ease of change tracking and feature management. However, solutions can often become large in size, which can greatly increase the time needed for deployment. It is often good practice

      Read the full article here

    • How to Customise Excel Reports Using Macros, Visual Basic, and Select All Sheets

      Satyvir Jasra, 09 October 2017

      Recently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I figured out that “Metadata Document Generator” tool from http://www.xrmtoolbox.com/ can be used to gener

      Read the full article here

    • How to Configure Relationship Analytics Cards in Dynamics 365

      Arpit Malhotra, 02 October 2017

      One of the suite of the Relationship Insights is a Relationship Assistant which keeps you updated with the upcoming activity or the task in Microsoft Dynamics 365. It continuously analyses your customer’s communication data in Dynamics 365 and from the Microsoft Exchange. It additionally provides r

      Read the full article here

Filter by Category

Filter by Author