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

Interactive Experience Forms for a Custom Entity in Microsoft Dynamics CRM 2016

Colin Maitland, 21 December 2015

In this blog I will briefly highlight the look and feel of the new Interactive Experience Forms for a custom Project entity in Microsoft Dynamics CRM 2016 Online. This entity has a Business Process Flow associated with it and has related child Projects, Cases and Contacts. Form Header Tiles Thes
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Dynamics CRM 2016 Business Rules invoked by Business Process Flows

David Mochrie, 21 December 2015

Dynamics CRM 2016 is here and with it comes some exciting new features. One useful feature is the ability to invoke a business rule based on business process flow properties. Before we dig into this in more detail, let’s just review what a business rule and a business process flow are. A business ru
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Resolving Cryptography issues with the Dynamics CRM SDK in Azure Web Apps

Jared Johnson, 18 December 2015

When attempting to run applications that use the Dynamics CRM SDK in Azure Web Apps, you can get an exception when the app is trying to connect to CRM that looks like this: “ERROR: System.Security.Cryptography.CryptographicException: The data protection operation was unsuccessful. This may have been
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Dynamics CRM 2016 Cloning Solutions & Patches

Isaac Stephens, 17 December 2015

In Dynamics CRM 2016 you’ll see changes to the way CRM handles solutions, encouraging developers and customizers to track the changes to a solution over time more diligently than perhaps we’ve done in the past. On the Solutions page, you can now see the Clone a Patch and Clone Solution buttons, whic
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Dynamics CRM 2016 Excel Templates

Isaac Stephens, 14 December 2015

A new feature added in Dynamics CRM 2016 is the ‘Excel Templates’ dropdown button. From here you can create a template and export data from Dynamics CRM based off an existing entity view. This functionality and the easy availability of the button from the command bar is a good improvement from past
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Set Business Process Flow using a Workflow in Dynamics CRM 2016

David Mochrie, 13 December 2015

Business Process Flows (BPFs) are a really useful part of CRM. They can be used to manage records through multiple stages of a process. On CRM 2016, you can use a workflow to set a business process flow to be the active process on a record. On previous versions of CRM, this was only possible to do w
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How to Ensure Your CRM Project Comes in on Budget

John Eccles, 11 December 2015

Your CRM project doesn’t have to be like this! Magnetism has done many CRM projects that were on-time and on budget. But you will need to be intentional because in general, CRM projects are like most projects and most projects go over budget. In July 1997, the proposed new Scottish Parliament bui
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Using Groupings from Other Dynamics CRM Entities in Charts

David Mochrie, 02 December 2015

CRM charts are really useful for displaying data in a summarised format, giving users a very clear picture of their data. When designing a chart, you will set the 'Horizontal (Category) Axis Labels' This is a wordy way of of asking ‘What do you want to group things by’. For example, you may want to
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Use Hierarchy Security in Microsoft Dynamics CRM for Private Notes

Colin Maitland, 12 November 2015

In this blog I will demonstrate how Hierarchy Security can be used in Dynamics CRM to secure notes so they can only be accessed by the users who created and own them, and their managers. This can be achieved as follows: Update the Security Roles assigned to users so that they only have User Level R
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Use of Capacity in Service Scheduling in Microsoft Dynamics CRM

Colin Maitland, 04 November 2015

In this article I will demonstrate the use of Capacity when using the Service Scheduling Engine in Microsoft Dynamics CRM. I will demonstrate this using the example of a Service for the delivery of a one day “Service Scheduling Training” course. This example is similar to a scenario demonstrated in
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Change How Data is Handled in a Merge Operation in Dynamics CRM

Zoe Sands, 02 November 2015

When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t
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Workaround for Deleting Option Descriptions in Option Sets

Isaac Stephens, 14 October 2015

When editing option descriptions in an option set field, sometimes Dynamics CRM won’t let you delete the description if it already has contents. This can be problematic if you’ve mistakenly entered something into the description of an option and then need to remove it, as happened to me recently.
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Integrating Vend with CRM 2015 using Webhooks

Ahmed Anwar, 08 October 2015

Concept of Webhooks Vend has its own REST APIs that can be called using .NET or any other platform. For example retrieving all customers by calling the /api/customers end point. However due to certain limitations, the Vend team introduced a new concept of accessing data via Webhooks. Webhooks are no
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9 Tips to Drive CRM Strategy

John Eccles, 06 October 2015

CRM, Customer Relationship Management, is NOT primarily a software technology. Rather, CRM is a business strategy. Hence the rationale for implementing CRM must be because it is a good strategy for your organisation. Here is my working definition of CRM: “CRM is the business strategy to acqui
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Microsoft Dynamics CRM 2016 - What's coming

Gayan Perera, 09 September 2015

The Dynamics CRM team at Microsoft are doing an amazing job rolling out releases with great features. Here are some of our favourite new features. Modern Design The modern design reduces the number of clicks and eases navigation by pulling together relevant information from multiple locations.
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