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Overview of the View Management in Model-Driven Apps
Arthur Mandisodza, 11 May 2022
The view management feature in Dynamics 365 allows users to have more abilities to collaborate and share views, empowering users to have more control of their workspace by giving them the full capability to change what views they see, the order of the views and more personalized options. There is n
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Power BI - Calculating Mean and Actual or Percentage difference from Mean for a Measure using DAX
Colin Maitland, 10 May 2022
In this article, I will demonstrate how to use DAX to calculate the Mean, Actual Difference from Mean and Percentage Difference from Mean for a set of values calculated by a measure in Power BI. The Mean is the average of a set of numbers. That is, the sum of the values divided by the number of valu
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Using Power Apps for Teams Power FX Formula Columns in Dataverse
Jared Johnson, 05 May 2022
Formula table columns are currently in preview, but Microsoft docs state that they are only available in Power Apps for Teams for now.Now while the Maker experience is only available in Power Apps for Teams, can we create them there and bring them into our normal Dataverse environment?To test this,
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Analysing Donor and Supporter dates in Power BI
Colin Maitland, 27 April 2022
In this article, I will demonstrate an approach that may be used in Power BI to analyse the dates such as Created On, First Donation and Last Donation dates for Donors or Supporters. This approach may also be considered for other scenarios, such as First Sale and Last Sale dates for Customers, First
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Changes to Auditing in Dynamics 365
Calum Jacobs, 21 April 2022
Microsoft has just recently release changes to the way you can manage Audit records/logs in dynamics 365. Before these changes, audit logs could be visible individually through records under auditing or as grouped quarterly partitions. There wasn’t a whole lot you could do to maintain logs other th
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Power BI - How to document a custom Power Query function
Colin Maitland, 17 April 2022
In a previous article, I demonstrated the configuration of a Custom Power BI UTC to Local Date/Time with Daylight Saving Time Function named UTCDateTimeZoneToLocalDateTime. Power Query can use this custom M function in a Power BI data model connected to Dataverse to transform UTC Date/Time/Zone data
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Get and Set Dynamics 365 Environment Variables from JavaScript
Paul Nieuwelaar, 14 April 2022
OverviewEnvironments Variables are a useful feature of Dynamics 365 and the Power Platform. They allow us to use values in things like Power Automate which are environment specific, such as API details, which might be different in each environment.When deploying environment variables to another envi
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Dynamics 365 Model Driven App Fallback and Role-based Forms
Adam Murchison, 07 April 2022
When working with forms in a Model Driven App you can select which forms you want to have in the app. You can control what form the user can see by Security roles, Model Driven Apps or JavaScript. This allows a unique experience for users depending on what Model Driven App they’re in.Security roles
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Power BI: Is On Or Before Highest Transaction Date Pattern
Colin Maitland, 06 April 2022
In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions being reported on. This pattern prevents you
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Power BI: Is On Or Before Highest Transaction Date Pattern
Colin Maitland, 05 April 2022
In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions being reported on. This pattern prevents you
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Add Artificial Intelligence (AI) to your CRM
John Eccles, 04 April 2022
The barriers have vanished.In the past, AI was too complicated. You needed specialised data scientists on staff.It was too expensive and too risky. It required a lot of time and money for an AI project that may not even work that well.While some AI projects are still complicated, expensive, and risk
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Scanning Receipts into Dataverse using Power Apps and AI Builder
Roshan Mehta, 08 March 2022
Lots of organisations have a cumbersome process for submitting expense claims. You spend a few days out of town and collect physical receipts, which you then staple to a handwritten expense claim form and submit it to the finance person. It would be much nicer to take a photo of the receipt and auto
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Power Automate - Writing Efficient Flows with the Switch Operator
Sean Roque, 04 March 2022
In a Power Automate, the Switch Operator is a built-in action that allows us to execute a unique branch of flow actions depending on the value of a variable. This essentially functions the same as nesting Condition operators, except that it’s much more simplified, while providing a built-in ‘default
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How to upload files in canvas app
Dominic Liu, 03 March 2022
If you want to allow your Canvas App user to upload documents and saved in your database, but when you search for all the out of box Canvas App input components you can’t find one that support all types of documents, that is because Microsoft currently only has two types of input components for file
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Retrieving the Privileges of a User in Dynamics 365
Isaac Stephens, 14 February 2022
When working on a system recently we had an issue where we were querying the privileges of users to determine whether or not they have the privilege to do something (e.g. update a record). For some users this was not working as expected and the query was returning no privileges even though the users
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