In Dynamics 365 Online, a common and useful way to bulk update lots of records at once is to use Open in Excel Online. This allows us to quickly modify bulk records using an Excel interface, which is also very useful when moving bulk data from one field to another. We can then Save immediately which
Read the full article hereHave you ever been asked to add an additional field or fields to an excel template that you’ve spent time creating calculations, pivot tables and charts for? You would have found that one of the limitations of excel templates is that you can’t change the uploaded document via UI. You may have found
Read the full article hereLately I was using Power Automate to retrieve ALL accounts in our Dynamics 365 system, which is something that I have never really done before. Most of the time I will have an OData filter to be a little more specific, but this time I wanted everything. I was expecting this to take a while but I was
Read the full article hereIn this article, I will demonstrate two methods that may be used for transforming the Option Set Values in Option Set columns to their corresponding Option Set Labels when using an OData Feed to Connect Power BI to Dynamics 365. These methods may be used for any single-select Option Set column retri
Read the full article here“It is a capital mistake to theorize before one has data.” — Sherlock HolmesThe Age of Data“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard, Senior Vice President and Global Head of Research at Gartner, Inc.The economy of the US and other mode
Read the full article hereThe 2021 Release Wave 2 for Dynamics 365 which will be rolled out from October 2021 through to March 2022 comes with several new features for the user interface that are quite nice. Following are some of the highlights listed below. I have also provided a few videos which explain the features in mor
Read the full article hereIn this article we’ll walk through all the necessary steps involved in setting up a new Application User in Dynamics 365, including creating a new Azure App Registration to use with the App User.Setting up the Azure App RegistrationStep 1:Create an App registration in Azure, under Azure Active Direc
Read the full article hereCustomer EquityCustomer equity is the sum of the discounted lifetime values of the customers of a business.It’s a customer-centric measure of the value of the business and should be a key strategic focus.The way to grow customer equity is with the strategy and tactics of customer relationship manage
Read the full article hereIn this article, I will demonstrate several DAX formulas for Power BI that may be used to calculate whether a date falls within a Leap Year.Here is a table of dates showing the results for a set of dates. You will notice that:· If the Date is blank, then the result is False.· If the Date falls withi
Read the full article hereIn this article, I will demonstrate the use of a Calculation Group to dynamically update the columns displayed by a matrix (i.e Pivot Table) visualisation in Power BI.The following image shows a page from a sample Power BI report. This page provides an analysis of Opportunities Estimated Revenue and
Read the full article hereWhen testing software, recording issues and bugs is one of the time-consuming tasks. You may also need to use several tools to capture all the necessary data e.g., Excel, screen capture tools and paint. The great thing about the Test & Feedback Tool is that you can do all these things with this
Read the full article hereIn this article, I will demonstrate a simple method to format ‘(Blank)’ on a Data Card in a Power BI report as ‘0’ or ‘-’ rather than ‘(Blank)’.This image shows a page from a report in Power BI. Notice that the values displayed by the Data Cards for Open Revenue and Due to Close Revenue near the top
Read the full article hereIn this blog I am going to talk about a use case that the out of the box solution could not solve…yet. A client we worked with wanted to send a document to two recipients and each recipient needed to receive a customized email that had a different subject and email body. We put many heads together a
Read the full article hereVirtual AgentA virtual agent (or virtual assistant or chatbot) is software that uses scripted rules and, increasingly, artificial intelligence (AI) to provide automated service or guidance to customers or employees.Virtual agents offer the promise of 24/7 service and significant efficiencies as huma
Read the full article hereWhile using Dynamics 365 recently, I encountered an error where I was not able to view associated records related to a specific record. I was instead navigated to all records for the given associated entity, below will be an example of this and how to fix the issue.Example of the issueAs described,
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