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
Read the full article hereIn 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
Read the full article hereWhen 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
Read the full article hereIf 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereVirtual 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
Read the full article hereAt 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
Read the full article hereDialog 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
Read the full article hereIn 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
Read the full article hereTo create my own chatbot using Microsoft’s Power Virtual Agents, I’ve been interacting with bots online to see which ones were easy to use and were actually helpful. Through these interactions, I found some commonalities amongst the high performing ones that I will share with you today which can hel
Read the full article hereWhen storing an image on a record, one might think to create a field that has an ‘image’ type as seen below. This is useful, but when retrieving this image through an API request you’ll be sent base64 and a link to the image with the suffix ‘.download.aspx’ which for some isn’t ideal. The workaround
Read the full article hereThese 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
Read the full article hereIn 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.The two most
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