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

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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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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Buffer Overflow in Power Automate

Isaac Stephens, 07 December 2021

Lately I was using Power Automate to retrieve ALL accounts in our Dynamics 365 system, which is something that I have never really done before. Most of the time I will have an OData filter to be a little more specific, but this time I wanted everything. I was expecting this to take a while but I was
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Power BI: Transforming Option Set Values to Option Set Labels

Colin Maitland, 02 December 2021

In this article, I will demonstrate two methods that may be used for transforming the Option Set Values in Option Set columns to their corresponding Option Set Labels when using an OData Feed to Connect Power BI to Dynamics 365. These methods may be used for any single-select Option Set column retri
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New User Interface features in the Dynamics 365 2021 Release Wave 2

Harshani Perera, 29 September 2021

The 2021 Release Wave 2 for Dynamics 365 which will be rolled out from October 2021 through to March 2022 comes with several new features for the user interface that are quite nice. Following are some of the highlights listed below. I have also provided a few videos which explain the features in mor
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Setting up an Application User in Dynamics 365

Paul Nieuwelaar, 21 September 2021

In this article we’ll walk through all the necessary steps involved in setting up a new Application User in Dynamics 365, including creating a new Azure App Registration to use with the App User.Setting up the Azure App RegistrationStep 1:Create an App registration in Azure, under Azure Active Direc
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Growing Customer Equity

John Eccles, 27 August 2021

Customer EquityCustomer equity is the sum of the discounted lifetime values of the customers of a business.It’s a customer-centric measure of the value of the business and should be a key strategic focus.The way to grow customer equity is with the strategy and tactics of customer relationship manage
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How to Quickly Capture Bugs in Azure DevOps using the Test and Feedback Tool

Harshani Perera, 06 August 2021

When testing software, recording issues and bugs is one of the time-consuming tasks. You may also need to use several tools to capture all the necessary data e.g., Excel, screen capture tools and paint. The great thing about the Test & Feedback Tool is that you can do all these things with this
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Formatting (Blank) in Power BI using a Calculation Group

Colin Maitland, 04 August 2021

In this article, I will demonstrate a simple method to format ‘(Blank)’ on a Data Card in a Power BI report as ‘0’ or ‘-’ rather than ‘(Blank)’.This image shows a page from a report in Power BI. Notice that the values displayed by the Data Cards for Open Revenue and Due to Close Revenue near the top
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Custom Emails to multiple Signees using DocumentsCorePack and DocuSign

Arthur Mandisodza, 02 August 2021

In this blog I am going to talk about a use case that the out of the box solution could not solve…yet. A client we worked with wanted to send a document to two recipients and each recipient needed to receive a customized email that had a different subject and email body. We put many heads together a
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Are you ready for a virtual agent?

John Eccles, 30 July 2021

Virtual AgentA virtual agent (or virtual assistant or chatbot) is software that uses scripted rules and, increasingly, artificial intelligence (AI) to provide automated service or guidance to customers or employees.Virtual agents offer the promise of 24/7 service and significant efficiencies as huma
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Fixing See All Associated Records from a Sub-Grid in Dynamics 365

Adam Murchison, 29 July 2021

While using Dynamics 365 recently, I encountered an error where I was not able to view associated records related to a specific record. I was instead navigated to all records for the given associated entity, below will be an example of this and how to fix the issue.Example of the issueAs described,
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10 Tips for Beginner Power Automate (Microsoft Flow) Users

Harshani Perera, 08 July 2021

Power Automate (previously Flow) is a tool within the Power Platform that can help automate tasks and processes. It can also connect different applications and services together. As a beginner to Power Automate it can be daunting at first in trying to figure out how it all works for someone who is n
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Install Custom PCF Controls in Dynamics 365 9.1 On-Premises

Paul Nieuwelaar, 01 July 2021

Until now, custom PCF controls have only been available for Dynamics 365 Online. If you tried to install a PCF control in a version 9.0 on-premise environment, you would receive an error stating ‘This action is not supported’. With the release of 9.1 for on-premises, and with a little bit of magic,
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