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

A Quick Summary of the October 2019 Power Platform Licensing Changes

Gayan Perera, 01 August 2019

Microsoft announced a number of licensing changes to the Power Platform during Inspire 2019. These changes will take affect on the 1st of October 2019. Existing customers will be able to transition while the old Power Platform licensing plans are being grandfathered and retired. I won’t be able to o
Read the full article here
Differences between Dynamics 365 Workflows and Microsoft Flow

Alfwyn Jordan, 31 July 2019

Microsoft Flow is now included with most Dynamics 365 plans. This means that when we start building background workflows for our Dynamics 365 instance we are greeted by the following message: So, what is different when you build your Flow? Triggers First off, after logging in to Flow, and choosing
Read the full article here
Creating Entity Specific Interactive Dashboards in the Unified Interface

Sarah Coleman, 30 July 2019

There are several entity-specific dashboards included in the Sales and Customer Service hubs in the unified interface; you’ll find them on records like accounts, leads, opportunities and cases. But if these don’t meet your requirements, it is straightforward to create your own – either for cus
Read the full article here
How to Display More Than One Entity List on a Power Platform Portal

Satyvir Jasra, 29 July 2019

With Power Platform Portals we can provide users a personalized experience from a website. We can integrate Portals with Dynamics 365 and show the data to the Portal users without them having to sign into Dynamics 365. For example, we can show the data in Dynamics 365 views using ‘Entity Lists’ on
Read the full article here
Autonumbering in Dynamics 365 CRM v9 with the new PowerApps Feature

Jordan Hohepa, 26 July 2019

With Dynamics 365 there has sometimes been a need to have some sort of autonumbering field on specific Entities. Autonumbering has been available out of the box for a limited number of Entities and the setting for this is available via Settings -> Administration -> Autonumbering. The screensho
Read the full article here
How to Replicate Close Opportunity in Dynamics 365 using Alert.js

Adam Murchison, 25 July 2019

Dynamics 365 provides un-customizable functionality out of the box such as the Close Opportunity functionality. If you want to customize or recreate this functionality, it has been time-consuming to replicate the pop-up… until now. Introducing Alert.js 3.0, the stylish Dynamics 365 solution to help
Read the full article here
Using the SolutionPackager tool with Dynamics 365

Isaac Stephens, 24 July 2019

When you export a solution, you are given a Zip folder containing 3 XML files. These 3 files contain all the information needed to build your solution. But this isn’t exactly human friendly as all of your entities are jammed into one file called ‘Customizations.xml’. But Microsoft have our backs her
Read the full article here
How to Trigger a Microsoft Flow from a Custom Button in Dynamics 365

Adam Murchison, 23 July 2019

When using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Triggering the flow using a ‘Flow Button’ makes the button appear under the ‘Run Flow’ branch which is a nested button that is unintuitive for users. It is much nic
Read the full article here
Using the Qualify Lead Action in Dynamics 365

Isaac Stephens, 22 July 2019

Dynamics 365 lets you convert a Lead into an Account, Contact and Opportunity at a click of a button. But you may not need to have an opportunity created, which means you will either need to delete these unwanted records, or just let them sit there wasting your precious space. Well luckily enough, f
Read the full article here
Conditional Workflow Email Content in Dynamics 365

Megha Kainth, 19 July 2019

In this blog, I will show you how you can add conditional email content when sending email messages via workflow in Dynamics 365. In this scenario, we want to send an automated email, but sign off the email based on information from a Case record. For example, if the Case Type = “Enquiry”, sign off
Read the full article here
Sub-grid display behavior in the Dynamics 365 Unified Interface

Zoe Sands, 18 July 2019

With the release of the Dynamics 365 Unified Interface, Microsoft has taken steps to make forms less cluttered and more appealing to the eye when used on different sized screens.We all know that when a browser window is made too narrow to display a three-section wide tab, it will push the right most
Read the full article here
Preventing an Error when Editing Field Permissions in Dynamics 365

Sean Roque, 17 July 2019

We encountered an error when editing permissions for a field security profile on a newly configured field, However, when trying the same thing on other fields that were already enabled for field security, the changes were applied without any issues. To uncover the cause for this error, we need
Read the full article here
How to view records using the Classic Interface in Dynamics 365

Jordan Hohepa, 16 July 2019

With Dynamics 365 v9 you have the option to set the Unified Interface Client to be the default Interface for your system. When this setting is activated all records will be opened in the new Interface even when opened from Advanced Find. There are scenarios where you’d want to use the old interface
Read the full article here
Updating the execution files of a Microsoft Azure WebJob

Zoe Sands, 15 July 2019

This blog is a continuation of my series on how to create and use WebJobs (available here: pt1, pt2).Requirements change and we all must update our logic at some point. When updating a WebJob this can be done in a few ways, such as using an FTP or alternatively you can use the App Service Editor. Th
Read the full article here
Get Counts for more than 5000 records in Dynamics 365

Megha Kainth, 12 July 2019

One of the most important tasks during Data Migration testing is to get the record counts of all the records in an entity. This can be done using Advanced Find when records are less than 5000, but what if there are more than 5000 records? In the past, we have used different methods to get the record
Read the full article here

Filter by Category