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

How to Create Copies of Microsoft Flows

Ronelle Raath, 14 October 2019

In this blog, we’ll cover some ways to copy Microsoft Flows. The methods we’ll cover are using the Save As button, the Send a copy (Preview) button and the Export button.Save As Button:The Save As button works as you would expect. You click the button, input the new Flow name and click Save. This cr
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How to Highlight the Selected Record in a Canvas PowerApp Gallery

Colin Maitland, 11 October 2019

In this article, I demonstrate how to highlight the selected record in a Canvas PowerApp Gallery.The following image shows a Gallery displaying Contact records on the right and a related Detail Form showing the currently selected Contact on the left.It is desired that the currently selected Contact
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Configuring Dynamics 365 Currency Fields in Power BI

Colin Maitland, 10 October 2019

In this article, I demonstrate the data type conversion that should be applied to Dynamics 365 Currency fields in Power BI; ie. to Fixed Decimal Number instead of to Decimal Number.In Microsoft Dynamics 365, “Currency” fields are stored in the underlying SQL Server database using the SQL Server Mone
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Security and Workflows in Dynamics 365

Isaac Stephens, 09 October 2019

In Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W
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Importing Multi-Select Option Set Data with Data Import in Dynamics 365

Jordan Hohepa, 08 October 2019

In Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch
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How to Accurately Calculate Ages in Power BI

Colin Maitland, 07 October 2019

In this article, I demonstrate how to calculate Ages in whole-years and fractional-years in Power BI using several different approaches. I also identify the approach that calculates the most accurate Age.The following image shows a list of people in Power BI. These records were loaded into the Power
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Using Scopes and Branches in Microsoft Flow

Adam Murchison, 04 October 2019

If you’ve ever made a large Microsoft Flow with multiple connectors you’ll have noticed how untidy or messy it is. A useful feature that I’ve recently found is the ‘Scope’ control which will neatly confine your methods/actions to a well-defined structure. As you can see this flow is running multiple
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How to Hide Non-Customisable Dashboards in Dynamics 365

Megha Kainth, 03 October 2019

In Dynamics 365, customisable dashboards can be hidden by altering the Security Roles that are able to view the dashboard. I wanted to hide a system dashboard for a client, and I learned that the Server-Side Synchronization Failures Dashboard cannot be customised. In this blog post, I will show you
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Getting Dynamics 365 formContext from Ribbon Workbench

Alfwyn Jordan, 02 October 2019

When calling functions in your custom JavaScript file, you often need to know the context in which the Client API is interacting with your CRM. Previously Xrm.Page was used to represent a form or an item on the form. But now we have switched to using the formContext object. This we can usually get o
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Workaround for Export Option Missing for Microsoft Flows

Satyvir Jasra, 01 October 2019

Microsoft Flow is being used as an online workflow to automate lots of processes and actions across various services. Being able to create a custom Flow and export it for later import makes our life easier to deploy the logic across multiple environments. However, recently we had some trouble export
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Merging Documents Core Pack Generated Documents in Dynamics 365

Sean Roque, 30 September 2019

Documents Core Pack comes with a useful “Create Document” button in enabled entities, where a pre-created template can be populated with data pulled from the fields on a Dynamics 365 record and its related records. When creating the template, conditional fields can even be inserted, which is a conta
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New uses-feature manifest element in PowerApps Component Framework Controls

Jared Johnson, 27 September 2019

Earlier this month, a previously built PCF control that utilised WebAPI to retrieve records stopped working with the following error: “Feature 'WebAPI.retrieveMultipleRecords' is required to be specified in the <uses-feature> section in ControlManifest.xml before use.”Checking the PowerApps co
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Showing Word Template Button in Dynamics 365 Unified Interface

Adam Murchison, 26 September 2019

For users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.When you click the drop down on the com
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Enabling Users for Merge Functionality in Dynamics 365

Sean Roque, 25 September 2019

The merge functionality in Dynamics 365 allows users to combine any two records of the Account, Contact, Lead and Case entities where the fields from one record will carry over to the Master record and become deactivated. This is useful especially in cases of unexpected duplicate records.When creati
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Creating a Form Processor in the Power Platform AI Builder (Part 1)

Isaac Stephens, 24 September 2019

Recently, A.I. has become even more accessible with the Power Platform using the A.I. Builder functionality. Microsoft have given us four powerful templates to use to create our own models; Binary Classification, Form Processing, Object Detection and Text Classification. This blog will be the first
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