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

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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Introducing Command Checker for Model-Driven App ribbons

Dominic Liu, 10 February 2022

Command Checker is a Microsoft feature that can help you to get the best and most knowledge at Model-Driven App interface level. You can also check the Enable Rule, Display Rule and Action all in the App so you don’t need to rely on other third-party tools. You can find more information from this li
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Power BI - Dataverse Connector verses OData Connector

Colin Maitland, 04 February 2022

In this article, I will describe some of the differences when using the Dataverse instead of the Dynamics 365 (Online), i.e., OData, connector in Power BI to retrieve data from Dynamics 365 (Online). When creating Power BI data models, I use a template data model that connects to Dynamics 365 (Onlin
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Power BI - Using Power Query to calculate Duration

Colin Maitland, 03 February 2022

When configuring a Power BI data model, the addition of one or more new column to store a calculated duration between two Date/Time values in Days, Hours or Minutes, or perhaps just Total Hours, is sometimes required.This can be done by adding Custom Columns using Power Query or Calculated Columns u
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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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Support for your CRM system - Variable or Fixed

John Eccles, 27 January 2022

Support is a necessityAn IT system is like a car. The real cost doesn’t stop when the system is installed. It requires ongoing support and maintenance to keep it working effectively. There’s an ongoing expense that can’t be avoided.‘Suppose you notice your neighbour filling the gas tank of his car f
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