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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI
Colin Maitland, 08 November 2020
In this article, I will introduce a demonstration of a custom Power Apps 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.It is possible to create and update
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New features coming for Microsoft Teams - including breakout rooms.
Ryan Ingram, 05 November 2020
Microsoft recently released some much-anticipated features for Microsoft Teams on the back of the COVID 19 usage explosion that has characterised 2020. Organisations found themselves needing to push their communication channels and way of working onto the cloud and it almost forced some decisions th
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Dynamics 365 God Mode 2.0 for Unified Interface 2020 Wave 2
Paul Nieuwelaar, 04 November 2020
The God Mode bookmarklet I unleashed on the world back in 2014 has been one of the most useful Dynamics 365 bookmarklets to date. Over the years there’s been a few minor updates to keep it working with the latest releases of Dynamics 365 (since a lot of what it was doing was unsupported).However, wi
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Rising to the occasion or sinking?
Gayan Perera, 03 November 2020
In professions such as aviation, construction, engineering and medicine where people are constantly under pressure from the expectation to perform there is a saying “You don’t rise to the occasion; you sink to the level of your training!” For some reason, the IT industry overlooks the importance of
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Migrating SLAs to the Unified Interface in Dynamics 365
Isaac Stephens, 02 November 2020
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
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SQL Timeout when Deleting Audit Partitions in Dynamics 365
Roshan Mehta, 01 November 2020
A 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
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Quick Find not showing all results in Dynamics 365
Calum Jacobs, 22 October 2020
There’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
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How to Upload to Azure Blob Storage using SAS Token via Dynamics 365 Plugin
Adam Murchison, 21 October 2020
When 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
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Working As One and difficult conversations
Shalane Williams, 20 October 2020
Working 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
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Command Bar Not Loading in Dynamics 365, Release 2020 Wave 2
Adam Murchison, 19 October 2020
When 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
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CRM and the NZ Privacy Act 2020
John Eccles, 18 October 2020
The 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
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Microsoft Dynamics Marketing just got a whole lot better with the Wave 2 Release
Gayan Perera, 15 October 2020
As 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
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How to unblock applications connecting to Dynamics 365
Nick Chin, 14 October 2020
Sometimes 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
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Dynamics 365 Incoming Emails to Queue not Synchronizing
Sean Roque, 13 October 2020
We 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
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Create a Chatbot without any code using Microsoft's Power Virtual Agents
Harshani Perera, 12 October 2020
In 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
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