• Updating addresses in Dynamics 365 with an embedded Canvas App

      Colin Maitland, 15 June 2021

      In this article I will demonstrate how to update the addresses for a Contact in Dynamics 365 using a Canvas App that is embedded in a Model Driven App Contract.This image shows the embedded Canvas App. The app is displayed on a tab named Addresses on a Model Driven App Contact Form. You learn how to

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    • Software Application Add-ins and Add-ons

      John Eccles, 14 June 2021

      What are they and what’s the difference?An add-in is a software program that expands the capabilities of bigger programs. It is a term commonly used by Microsoft and other platforms which have additional functions that can be added to primary programs. An add-on is a software extension that adds ext

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    • Get Replies to Teams Thread in Power Automate with Graph API

      Paul Nieuwelaar, 19 May 2021

      The Microsoft Teams connector for Power Automate is a bit limited when it comes to messages and replies. With the built in Teams connector, we can only get ALL messages in a channel, using the “Get messages (preview)” action. If we want to get just the replies to a specific Teams message, we can use

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    • Renewing your Microsoft Certifications - for free!

      Isaac Stephens, 17 May 2021

      Sitting Microsoft Exams is a great way to prove your skills and gain ‘Certifications’. These Certification are now only valid for 1 year after a recent change by Microsoft. However, if you are sitting a Fundamentals exam these currently do not have an expiry date. As you can see below, I have the Po

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    • Are You Customer-Centric?

      John Eccles, 28 April 2021

      You should be customer-centric “The purpose of a business is to get and keep a customer. Without customers, no amount of engineering wizardry, clever financing, or operations expertise can keep a company going.” Theodore Levitt“The most important single thing is to focus obsessively on the customer.

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    • Switching BPF Stage in a Dynamics 365 Plugin

      Adam Murchison, 22 April 2021

      When working with Business Process Flows (BPF) you may want to keep the BPF stage aligned with field value(s) when being updated by web request or any other server-side operation. One scenario could be based on a records status reason, you may want to have the BPF stage reflecting that automatically

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    • Create Power Automate Cloud Flow Programmatically in MS Dataverse

      Paul Nieuwelaar, 20 April 2021

      When you create a new Power Automate Cloud Flow from within a Dataverse Solution, behind the scenes this Flow is being stored as a new row in the Process table for your Dataverse environment. If you’ve been using Dynamics 365 for a while, you’ll know this Process table is used for various types of p

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    • Canvas Apps - Formatted Number Text Input and Display Demonstration

      Colin Maitland, 19 April 2021

      In this video blog, I will explain some limitations of using a Text Input control in a Canvas App to enter and display numbers. I will then demonstrate how a Label, Text Input and Timer control may be configured and used together to allow the data entry and display of formatted numeric values in a C

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    • CRM System - Build in-house or Outsource?

      John Eccles, 15 March 2021

      Best of bothHow to develop a CRM system is NOT a binary choice between in-house vs out-source. Rather it should be viewed as a continuum between fully designed, developed and supported with in-house staff (permanent and contractors) at one extreme and fully outsourced to a partner on the other. At M

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    • Hiding the Org Chart in Dynamics 365 to avoid confusion with the Hierarchy view

      David Mochrie, 09 March 2021

      I recently had a customer who was using the parent/child Account functionality to describe the hierarchy of complex organisational hierarchies. You know the thing – ACME Global is the parent of ACME Europe, CME Asia and ACME America etc:They weren’t using the organisation chart functionality, which

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    • Intro to Record Creation and Update Rules in Dynamics 365 UCI

      Adam Murchison, 05 March 2021

      In this blog I’ll be taking you over Record Creation and Update rules (RCUR) in the new UCI, how to create them, add actions and deploy them to a new environment. I’ll be emphasising the differences between the Unified interface RCUR’s and the old format and explore the use of Power Automate with RC

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    • Blocked Emails in Dynamics 365

      Sean Roque, 04 March 2021

      When tracking email activities in Dynamics 365 via Dynamics 365 App for Outlook, you may have encountered this error message “This Email has been blocked due to potentially harmful content” in the past:Recently, Microsoft has added the SecuritySettingforEmail property into OrgDbOrgSettings which can

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    • Monitor CRM Users Personal Options with Power Automate

      Dominic Liu, 03 March 2021

      If you are the Dynamics 365 System Administrator for your organisation, sometimes there are issues or even potential risks when a user changes their personal settings. For example, if user changed their email tracking to all email messages, Dynamics 365 would track all the emails from your inbox and

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    • Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 8

      Colin Maitland, 02 March 2021

      In my first article of this series, I introduced a demonstration of a custom Power BI embedded Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this final

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