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You can now copy records in Dynamics 365 easily! Introducing Infinity Buttons - Clone Record
Paul Nieuwelaar, 17 April 2023
Ever spent too much time copy and pasting text from one record to another in Dynamics 365? With Infinity Buttons: Clone Record, copying records is now as easy as click, click and create - saving you hours of painstaking frustration within seconds. Currently, Microsoft Dynamics 365 does not offer a s
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You can now easily upload multiple files and send files to/from your Dynamics 365. Introducing Infinity Buttons - SharePoint Add-on
Paul Nieuwelaar, 17 April 2023
Your hard days of uploading single file and manually downloading your SharePoint documents and uploading it on your Dynamics 365 email are over! With the features of Infinity Buttons – SharePoint Add-on, all you got to do is to click a button, select your SharePoint files, and attach.Currently, the
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New Dynamics 365 tool lets you export your CRM data to PDF in minutes
Paul Nieuwelaar, 17 April 2023
Exporting your CRM data in PDF format is now available for free with features allowing you to customize your PDF file before you download it.Currently, Microsoft only offers exporting CRM data to read-only, non-customizable PDF files available only on Dynamics 365 Sales Premium, Dynamics 365 Sales E
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New Dynamics 365 CRM tool lets you easily export your CRM data to CSV
Paul Nieuwelaar, 17 April 2023
Exporting your CRM data in CSV files bulked in a ZIP folder is now available with customization features. At present, Microsoft only allows single non-customizable CSV file download of your CRM data via their Data Management tool. The other options are either design an overly complicated XMLport tha
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NZBN Integration for Dynamics 365 Add-on, Installation Guide
Paul Nieuwelaar, 15 May 2022
NZBN Integration for Dynamics 365 which allows you to search for real-time data direct form the New Zealand Companies Office and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZBN Integration solution, and install it into your Dynam
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NZ Post Integration for Dynamics 365 Add-on Installation Guide
Paul Nieuwelaar, 15 May 2022
NZ Post Integration for Dynamics 365 which allows you to search for real-time address data direct from the New Zealand Post and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZ Post Integration solution, and install it into your Dyn
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Get and Set Dynamics 365 Environment Variables from JavaScript
Paul Nieuwelaar, 14 April 2022
OverviewEnvironments Variables are a useful feature of Dynamics 365 and the Power Platform. They allow us to use values in things like Power Automate which are environment specific, such as API details, which might be different in each environment.When deploying environment variables to another envi
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Dynamics 365 Partial Failures with Excel Online Export/Import
Paul Nieuwelaar, 24 January 2022
In Dynamics 365 Online, a common and useful way to bulk update lots of records at once is to use Open in Excel Online. This allows us to quickly modify bulk records using an Excel interface, which is also very useful when moving bulk data from one field to another. We can then Save immediately which
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Setting up an Application User in Dynamics 365
Paul Nieuwelaar, 21 September 2021
In this article we’ll walk through all the necessary steps involved in setting up a new Application User in Dynamics 365, including creating a new Azure App Registration to use with the App User.Setting up the Azure App RegistrationStep 1:Create an App registration in Azure, under Azure Active Direc
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Install Custom PCF Controls in Dynamics 365 9.1 On-Premises
Paul Nieuwelaar, 01 July 2021
Until now, custom PCF controls have only been available for Dynamics 365 Online. If you tried to install a PCF control in a version 9.0 on-premise environment, you would receive an error stating ‘This action is not supported’. With the release of 9.1 for on-premises, and with a little bit of magic,
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Get Replies to Teams Thread in Power Automate with Graph API
Paul Nieuwelaar, 19 May 2021
The Microsoft Teams connector for Power Automate is a bit limited when it comes to messages and replies. With the built in Teams connector, we can only get ALL messages in a channel, using the “Get messages (preview)” action. If we want to get just the replies to a specific Teams message, we can use
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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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Convert Dynamics 365 Deprecated Dialog Processes to Cloud Flows
Paul Nieuwelaar, 23 February 2021
Dialog 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
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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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Search by default with lookupObjects JavaScript in Dynamics 365
Paul Nieuwelaar, 22 September 2020
Microsoft have made some great improvements to the lookupObjects function for the Unified Interface, including the support for the searchText parameter. This used to work in the old interface, but was never officially documented, and wasn’t working in the Unified Interface up until the 2020 Wave 1 r
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