• How To Set Up a Free Dynamics 365 Trial in the New Unified Interface (New Process)

      Harshani Perera, 01 March 2021

      In a previous blog that one of my colleagues wrote, he showed you how to set up a free 30 day Dynamics 365 trial. However, when I tried this, the steps had changed in the new Unified Interface so in this blog I will show you how to set up this 30-day free trial version using the new process.1. Go to

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    • Filtering data with the Dynamics 365 Web API

      Calum Jacobs, 26 February 2021

      In this blog, I will show you how to use the Xrm.WebApi.retrieveMultipleRecords endpoint, which I used to show or hide fields on a form based on whether a parent Account record had child Office records.To do this I used the following query:Now there are plenty of blogs explaining briefly how to use

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    • CRM Project Success Criteria

      John Eccles, 24 February 2021

      At Magnetism, we’re committed to the success of every one of our CRM projects. So we’re keen to verify whether we achieve our goal. But what is success and how do we measure it?What is project success? It might be subjective. “All things considered, I think it was OK.”It might be different for diffe

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    • Convert Dynamics 365 Deprecated Dialog Processes to Cloud Flows

      Paul Nieuwelaar, 23 February 2021

      Dialog Processes in Dynamics 365 have been deprecated for a while now, but until recently they’ve still ‘worked’ with seemingly no issues. The ability to ‘run’ dialog processes has also been removed from the user interface since the introduction of the UCI, however they could still be used if you ma

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    • Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 7

      Colin Maitland, 22 February 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 penul

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    • Covid Connection Musings

      Jaime Smith, 17 February 2021

      These Covid times have got me thinking more and more about our people, their wellness and how we can maintain a sense of connection – I am certain that I am not unique with these ponderings. At Magnetism, one of our values is “Excellence through Mastery’ and in my role as the Practice Lead the key a

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    • CRM Security for non-technical managers

      John Eccles, 10 February 2021

      The news over the holiday period was full of the Solarwinds hack. US departments and major US companies have been affected. No doubt we will hear more in the months to come. This news came at the end of a year in which many high-profile organisations were hacked and, in many cases ransomed. System s

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    • Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 5

      Colin Maitland, 22 January 2021

      In my first article of this series, I introduced a demonstration of a custom 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 article I will describe

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    • How to Enable Entities for Segments in Dynamics for Marketing

      Adam Murchison, 21 January 2021

      When creating segments out of the box there are only a small number of entities that appear to filter the segment in the Query View. Segments allow you to easily create a filtered list of contacts so that you can target them through the use of customer journeys, learn more about segments here. When

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    • How to Create User Guides within Dynamic 365 Unified Interface for End Users using Custom Help Panes

      Harshani Perera, 19 January 2021

      In my previous blog, I showed you how to enable the Custom Help Pane in your environment and a brief introduction on how to use the Custom Help Pane. In this blog, I will show how you can create user guides for your end users so that they can learn how to use the Dynamics 365 Unified Interface (UI)

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    • Proof of Concept for your CRM

      John Eccles, 18 January 2021

      CRM systems are well established technology. They have been around for decades. So why would anyone need a proof of concept for a CRM?What is a Proof of Concept?A proof of concept (POC) involves an exercise to test the real-world potential of an incomplete idea. It is not about delivering the idea;

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    • Enabling Invoice Product as a Template Option in DocumentsCorePack

      Sarah Coleman, 29 November 2020

      My blog today covers a fringe case that we came across recently with one of our clients who needed to create a DocumentsCorePack (DCP) template on an invoice product record.By default, invoice product, quote product and opportunity product are not available to select when creating a new template or

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    • Hiding activities in the timeline

      David Mochrie, 25 November 2020

      As everyone in the Dynamics-verse (see what I did there? -#Dataverse), is well aware, we have had an alternative way to configure customisations in Dynamics 365 for some time now, namely the Power Apps Maker Portal. The traditional way was of course the classic Customisations module in Dynamics 365.

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