• 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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    • Whitelisting IP addresses in Bulk in the PowerApps Portals Admin Center

      Jared Johnson, 08 March 2021

      In the PowerApps Portals admin center you are able to set up an allow list of IP Addresses that can access the portal via the Set up IP address restriction option.You can only add 1 address at a time, so what if you have to add a large number, like a few hundred or more?Using the Network Monitor in

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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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    • 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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    • Virtual Entities in Dynamics 365

      Roshan Mehta, 25 February 2021

      Virtual Entities allow you to display and interact with data from other systems inside Dynamics 365. This article provides a step-by-step guide on how to read data from a RESTful API and present the information within a Virtual Entity.In this example, I am going to create a Virtual Entity called “Po

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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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