Now that the Web Client SLAs are officially deprecated, we need to start moving over to the Unified Interface SLAs. You have been able to create SLAs in the Unified Interface for a while now but if you wanted to move your existing ones you had to recreate them. However, now Microsoft has a tool that
Read the full article hereA client of ours with a big Dynamics CRM on-premise database, was recently seeing issues where records were unable to be saved from both the application and through integrations. The error popping up was “Failed to Insert Audit Record”. This was because there was too much auditing, which had been co
Read the full article hereThere’s an interesting issue right now within Dynamics 356 where Quick Find views are not showing the correct number of results, and instead are defaulting to 25. The example below shows that I have searched for “ca” within the Active Accounts view. It should return more than 25 results, but only 25
Read the full article hereWhen writing code for Dynamics 365 online plugins, you are limited to assemblies you can use within the sandbox. Luckily you can use the HTTPClient, this allows you to upload a file to an Azure Blob Storage Container without using any of the Azure Blob Storage Nuget Packages found here. This blog wi
Read the full article hereWorking As One is a core value here at Magnetism. It’s not only about working as one with each other internally so we can effectively deliver a project; it’s also about working in partnership with our clients. I had a great chat with a client yesterday and he mentioned that he sees us as just one te
Read the full article hereWhen opening a form in Dynamics 365 some users have been experiencing a long load time of the command bar compared to the rest of the form. When debugging this with a non-admin user I noticed that I was experiencing the same large delay on the command bar as other users, compared to the system admin
Read the full article hereThe new Privacy Act 2020, which replaces the Privacy Act 1993, will come into force on 1 December 2020. Virtually all organisations in New Zealand are covered by this Act which covers the information in your CRM system.Now is a good time to review the information your organisation collects about sta
Read the full article hereAs part of the Microsoft Power Platform 2020 Wave 2 release, the Marketing module has gotten a major overhaul in terms of usability and user experience. I’m super excited about these updates because they make marketing users’ lives so much better! These updates are also bringing Dynamics Marketing o
Read the full article hereSometimes when running application like Scheduled Task, Windows Service or SQL Server Integration Jobs (SSIS) on a local network, the access to Microsoft and Dynamics 365 can be blocked. This is because the proxy or firewall rules are blocking access to Dynamics 365.Identifying the problemNormally w
Read the full article hereWe encountered an issue in Dynamics 365 Queue functionality where incoming emails were not synchronized despite the mailbox being configured for server-side synchronization.We were able to send emails in Dynamics 365 using this Queue, however, any replies or direct emails to its mailbox did not crea
Read the full article hereIn this blog, I will show you how easy it is to create a chatbot with no code using Microsoft Power Virtual Agent. We will cover:1. Creating/Setting up the Environment2. Creating the Bot3. Building your Bot4. Testing your Bot5. Publishing and Sharing your BotCreate the Environment1. Go to https://p
Read the full article hereI grew up in a family that is mad about sport. Cricket, rugby league, soccer, table tennis – you name it. Anyone who knows me knows that my favourite sport is cricket. I first picked up a bat at the age of 2, joined the local cricket club at the age of 6, and have played club cricket every year sinc
Read the full article hereDoes the “Sign in required” pop-up keep appearing when browsing Power Apps, Power Automate or Power Admin? This is because your browser is blocking third-party cookies.I often use Chrome in Incognito mode, which causes third-party cookies to be blocked by default.Check your Cookie SettingsGo to the
Read the full article hereA limitation with Dynamics 365 SharePoint integration was the fact you had to go related and click on the document option. This was made slightly better when Microsoft added a Files Tab to the Accounts, Contacts, Leads, and Opportunity Forms. This still left many of entities, including Cases and Cus
Read the full article hereIn the Wave 2, 2020 Dynamics 365 release, my favourite new feature is the ability to convert pdf documents and email them from any record type you like, even custom records. Over the last decade of working with Dynamics 365 and its previous versions, I’ve seen a variety of solutions introduced to a
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