• Context Transition when Using CALCULATE Function in Power BI

      Colin Maitland, 23 May 2019

      When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE function is to modify the Evaluation Context of an expression. In this article, I will demonstrate

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    • How to Sort Multiple Sets of Age Groups in Power BI

      Colin Maitland, 22 May 2019

      In this article, I will describe how to configure sorting for an Age Group dimension in Power BI that has multiple sets of Age Groups for the same age ranges. The example discussed in this article is based on aggregating Referrals stored in Dynamics 365 by Age Group. The Power BI Data Model has an

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    • Features of Email Marketing with ClickDimensions

      Sarah Coleman, 21 May 2019

      ClickDimensions Email Marketing contains some great features which allow marketers to create effective emails and complex campaigns. At the time of writing this blog, the components outlined below are not yet available in Dynamics 365 for Marketing.Split (A/B) testingThis feature enables marketers t

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    • Using Data Integration in Microsoft PowerApps

      Isaac Stephens, 21 May 2019

      Storing data in a CDS entity is a useful way to have it accessible to your PowerApps applications. This is because rather than embedding the data source directly into each of your applications you can connect multiple apps to one source. Another benefit of using CDS is that you can create a Data Int

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    • Dynamics 365 Currency Configuration for Price List Items

      Colin Maitland, 20 May 2019

      In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and Percent Margin Pricing Methods may be proportional to either the Current Cost or the Standard Cost of t

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    • Fields not Appearing for OOTB Merge Button in Dynamics 365

      Ronelle Raath, 17 May 2019

      In Dynamics 365 v9 you are able to merge two records together using the Out-Of-The-Box (OOTB) Merge Button. The Merge Button appears when you select up to two records in a View and allows the data of two records to be merged into one. The Merge button will appear in the ribbon. When selecting the M

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    • Using Document Templates in Dynamics 365

      Ronelle Raath, 16 May 2019

      Why use Document Templates in Dynamics 365? Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365 data with just a few clicks as well as ensure a consistent look and feel out to your customers.I have

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    • Filtering data in PowerApps using Search and Tags

      Isaac Stephens, 15 May 2019

      It is easy to search for an item in PowerApps with the built in Search() function by simply setting the Items attribute in your Gallery to Search(source, textbox.txt) as shown in the image below. However, this only looks for that exact sequence of characters/words. Sometimes you will want to search

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    • Ensuring users can view Duplicate Records in Dynamics 365 v9

      Alfwyn Jordan, 14 May 2019

      Recently one of our Dynamics 365 clients came to us saying that some users were unable to see the results of a duplicate detection rule when entering new contacts. Instead of seeing the duplicates that had been found by the rule, an empty view like the one below was displaying:  After a bit of

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    • Unified Interface Settings in Dynamics 365 v9 April 2019 Release

      Ronelle Raath, 13 May 2019

      With the April 2019 Release of Dynamics 365 version 9, a few things have changed. One being the options within the settings cog located at the top right-hand corner of the screen.You now have a few different options: 1.    Personalization Settings 2.    Advanced Setting

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    • Dynamics 365 CRM v9 is Slow!

      Gayan Perera, 10 May 2019

      Now that I've got your attention, the truth: Dynamics 365 CRM v9 is actually very quick! The Power Platform team has done an amazing job getting screens to load within a couple of seconds. This of course is the case for the majority of people using the platform. However, sometimes, you’ll hear comme

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    • Dynamics 365 - Who Created that Solution?

      Roshan Mehta, 09 May 2019

      Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create solutions. Sometimes, a change is made in your system and even though you can track it down to a solution

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    • Flattening Opportunity and Opportunity Products in Power BI

      Colin Maitland, 08 May 2019

      In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote, Order, Invoice and their corresponding Quote Product, Order Product and Invoice Product entities. In Po

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    • The not so secret key to CRM implementation success

      Shalane Williams, 07 May 2019

      You’ve commissioned a shiny new CRM 6 months ago. You’ve gone through the analysis and design phase; development is done and the final system testing by your CRM partner is in progress. Excitement is mounting, you can’t wait to get your hands on it! BUT, have you thought about what your plan is to t

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    • Lookups vs OptionSets

      Nick Chin, 06 May 2019

      Why use a Lookup over an OptionSet? OptionSets are a simple way to deal with lists and will meet most of your requirements, however in some situation you might want to use lookups. Why would I choose to use Lookups instead of OptionSets? •    Large amount of Options:    

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