ClickDimensions import for Marketing Lists is a helpful feature when you want to add members based on an Excel spreadsheet rather than based on an existing view in Dynamics 365. However, sometimes if the import fails it can be confusing to determine what the cause of the issue is and how to fix it.
Read the full article hereWhen using Power Automate to update Dataverse / Dynamics 365 you may not want the changes to be saved if a related action fails. For example, you may want to create two records and then update a third, but you only want this to happen if all three are successful. In this blog post I will show you ho
Read the full article hereIn this article, I will demonstrate how to use Power Query to conditionally replace values in a column with values from another column. We want to do this with the least number of steps, while handling blank values and maintaining the data type of the column for which values are to be replaced. For
Read the full article hereMicrosoft’s Wave 2 update in October introduced a lot of great new features; however, you might have been disappointed to log in one day and discover that the alphabet bar at the bottom of your views suddenly disappeared. If you’re like me, this is a feature that you use often to quickly find the ri
Read the full article hereIn this article, I will demonstrate how to calculate the Minimum, Maximum, Mean, Median, Mode and Percentile for a set of values calculated using a measure. This demonstration considers whether the rows for which the measure returns a blank result are included or excluded. I will also demonstrate th
Read the full article hereThere are plenty of substantial changes in the Wave 1 release this year. There are big features highlighted as flagships of the update and there are also plenty of smaller updates that will improve user experience with Dynamics 365 and the Power Platform.1. Makers can collaborate on the same app by
Read the full article hereWebsite maintenance is important for all organisations, both big and small. Regularly maintaining your site will improve performance and provide a safe and secure environment for your visitors. In other situations like deploying new updates to the website, the website will need to be entirely blocke
Read the full article hereNZBN Integration for Dynamics 365 which allows you to search for real-time data direct form the New Zealand Companies Office and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZBN Integration solution, and install it into your Dynam
Read the full article hereNZ Post Integration for Dynamics 365 which allows you to search for real-time address data direct from the New Zealand Post and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZ Post Integration solution, and install it into your Dyn
Read the full article hereIn this article, I will demonstrate how to configure a slicer and related visualisation, such as a table or chart, to dynamically select and display the Top X Customers based on a measure such as Won Revenue in a Power BI report. The pattern demonstrated in this article can be adapted to suit your b
Read the full article hereThe 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
Read the full article hereIn 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
Read the full article hereFormula 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,
Read the full article hereIn 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
Read the full article hereMicrosoft 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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