• Add additional fields to Dynamics CRM/365 Excel Template

      Roz Millar, 19 January 2022

      Have you ever been asked to add an additional field or fields to an excel template that you’ve spent time creating calculations, pivot tables and charts for? You would have found that one of the limitations of excel templates is that you can’t change the uploaded document via UI. You may have found

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    • Power BI: Transforming Option Set Values to Option Set Labels

      Colin Maitland, 02 December 2021

      In this article, I will demonstrate two methods that may be used for transforming the Option Set Values in Option Set columns to their corresponding Option Set Labels when using an OData Feed to Connect Power BI to Dynamics 365. These methods may be used for any single-select Option Set column retri

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    • The Data Analytics Opportunity

      John Eccles, 01 December 2021

      “It is a capital mistake to theorize before one has data.” — Sherlock HolmesThe Age of Data“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard, Senior Vice President and Global Head of Research at Gartner, Inc.The economy of the US and other mode

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    • New User Interface features in the Dynamics 365 2021 Release Wave 2

      Harshani Perera, 29 September 2021

      The 2021 Release Wave 2 for Dynamics 365 which will be rolled out from October 2021 through to March 2022 comes with several new features for the user interface that are quite nice. Following are some of the highlights listed below. I have also provided a few videos which explain the features in mor

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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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    • Growing Customer Equity

      John Eccles, 27 August 2021

      Customer EquityCustomer equity is the sum of the discounted lifetime values of the customers of a business.It’s a customer-centric measure of the value of the business and should be a key strategic focus.The way to grow customer equity is with the strategy and tactics of customer relationship manage

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    • Power BI: Is Leap Year Pattern

      Colin Maitland, 16 August 2021

      In this article, I will demonstrate several DAX formulas for Power BI that may be used to calculate whether a date falls within a Leap Year.Here is a table of dates showing the results for a set of dates. You will notice that:· If the Date is blank, then the result is False.· If the Date falls withi

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    • Using a Calculation Group to configure a Matrix in Power BI

      Colin Maitland, 11 August 2021

      In this article, I will demonstrate the use of a Calculation Group to dynamically update the columns displayed by a matrix (i.e Pivot Table) visualisation in Power BI.The following image shows a page from a sample Power BI report. This page provides an analysis of Opportunities Estimated Revenue and

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    • How to Quickly Capture Bugs in Azure DevOps using the Test and Feedback Tool

      Harshani Perera, 06 August 2021

      When testing software, recording issues and bugs is one of the time-consuming tasks. You may also need to use several tools to capture all the necessary data e.g., Excel, screen capture tools and paint. The great thing about the Test & Feedback Tool is that you can do all these things with this

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    • Formatting (Blank) in Power BI using a Calculation Group

      Colin Maitland, 04 August 2021

      In this article, I will demonstrate a simple method to format ‘(Blank)’ on a Data Card in a Power BI report as ‘0’ or ‘-’ rather than ‘(Blank)’.This image shows a page from a report in Power BI. Notice that the values displayed by the Data Cards for Open Revenue and Due to Close Revenue near the top

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    • Custom Emails to multiple Signees using DocumentsCorePack and DocuSign

      Arthur Mandisodza, 02 August 2021

      In this blog I am going to talk about a use case that the out of the box solution could not solve…yet. A client we worked with wanted to send a document to two recipients and each recipient needed to receive a customized email that had a different subject and email body. We put many heads together a

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    • Are you ready for a virtual agent?

      John Eccles, 30 July 2021

      Virtual AgentA virtual agent (or virtual assistant or chatbot) is software that uses scripted rules and, increasingly, artificial intelligence (AI) to provide automated service or guidance to customers or employees.Virtual agents offer the promise of 24/7 service and significant efficiencies as huma

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    • Fixing See All Associated Records from a Sub-Grid in Dynamics 365

      Adam Murchison, 29 July 2021

      While using Dynamics 365 recently, I encountered an error where I was not able to view associated records related to a specific record. I was instead navigated to all records for the given associated entity, below will be an example of this and how to fix the issue.Example of the issueAs described,

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    • Configure Power BI Line and Stacked Column charts for Targets

      Colin Maitland, 26 July 2021

      In this article, I will demonstrate how to configure a Line and Stacked Column chart in a Power BI report to display Won Revenue and Open Revenue against Sales Targets and Target Remaining for Opportunities from Dynamics 365. This demonstration highlights a useful approach for using this type of cha

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    • 10 Tips for Beginner Power Automate (Microsoft Flow) Users

      Harshani Perera, 08 July 2021

      Power Automate (previously Flow) is a tool within the Power Platform that can help automate tasks and processes. It can also connect different applications and services together. As a beginner to Power Automate it can be daunting at first in trying to figure out how it all works for someone who is n

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