PowerApps can easily be shared with another user from the same organisation. To share your app, sign in to PowerApps. Click on Apps. Select your App from the list and Click Share. Enter user’s name or email address. Check the Co-owner tick box if you would like the user to edit and share the app. Cl
Read the full article herePowerApps can be created using data from an Excel spreadsheet. Users can create their tables in Excel and upload it to OneDrive. In this blog, we will learn – how to create a PowerApp using Data from Excel. Open a worksheet in Excel and insert a table to it. Add some data such as First Name, Last Na
Read the full article hereAs of the 9.1 Update to Dynamics 365, as described here, Microsoft have updated the Unified Interface’s UI with big improvements to the Sitemap and Command bar. While this will show by default in new trials and organizations, existing systems that get upgraded will still use the older UI. While in
Read the full article hereA little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the record being created or updated. For example, Duplicate Detection Rules can be configured that chec
Read the full article hereIn Dynamics 365 every Business Process Flow has a corresponding entity which is automatically created and used to record state. This entity can be made available in grids, views, charts, and dashboards. Here is an example of the entity created for the Lead To Opportunity Business Process Flow called
Read the full article hereFor Dynamics 365 Online, Microsoft sends email notifications of scheduled updates, storage limit warnings etc. to the administrators of the organisation. It’s possible to add additional email addresses such as Dynamics partners to this list as well. It is a good idea to include the Dynamics partner
Read the full article hereAs mentioned in a previous blog, plugins are not triggered on create of a user in CRM 365 online. In that blog, I talked about how you can trigger them on associate of a user to a security role. In this blog, I will talk about another alternative. When you create a user in CRM online, plugins are n
Read the full article hereThere are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s
Read the full article hereBulk Deletion Jobs in Dynamics 365 allow you to build a query and then bulk delete records in the system that match that query. To save time, you can use an existing System or Personal view when building your Bulk Deletion criteria. However, there is one very dangerous issue with this. In Advanced F
Read the full article hereWhen marketing website promotions or news to customers we typically send messages through appropriate channels such as email, LinkedIn or SMS messages. Usually these messages contain URL links to a website where more detailed information can be found on the promotion or news. These messages can cont
Read the full article hereWith the recent updates to the Power Platform Admin center, we now have a new way to check out what the statistics of what is using the storage in Dynamics 365. To get there you can either go directly to https://admin.powerplatform.microsoft.com, or click no the Try the new Admin center link from
Read the full article hereSecurity is of course very important when dealing with customer data. One way to safeguard customer data is to sign out of Dynamics when not using it. When using the tablet app, the sign out button is not immediately visible. To sign out from the tablet app: 1. From the Menu Bar, c
Read the full article herePower BI is a power analytics tool that allows us to visualize our data. We can create reports in Power BI using Dynamics 365 data. In this blog I will walk through the steps to create a connection between a Dynamics 365 instance and make a simple report using it. I will be using Power BI desktop a
Read the full article hereAfter doing a test upgrade of an 8.2 instance to Version 9, we received an error when adding product bundles to an opportunity where the bundle had existed in 8.2. When adding a bundle from the grid it would return an error with the code - 2147206380. And from the Opportunity Product form it would
Read the full article hereThis blog series is about duplicate detection rules when qualifying a Lead. When a Lead record gets qualified, the Lead gets converted to an Opportunity record, and Account or Contact records are created in the process. During the Lead Qualification process, I noticed a duplicate warning prompt that
Read the full article here