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New Zealand’s most experienced Microsoft Gold Certified Power Platform, Dynamics 365 CRM practitioners - Magnetism

About Us
What We Do
Our Team
Business Solutions
Customer Relationship Management
Sales Management
Case Management
Business Intelligence
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Custom Business Applications
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    • Canvas Apps - Formatted Number Text Input and Display Demonstration

      Colin Maitland, 19 April 2021

      In this video blog, I will explain some limitations of using a Text Input control in a Canvas App to enter and display numbers. I will then demonstrate how a Label, Text Input and Timer control may be configured and used together to allow the data entry and display of formatted numeric values in a C

      Read the full article here
    • Whitelisting IP addresses in Bulk in the PowerApps Portals Admin Center

      Jared Johnson, 08 March 2021

      In the PowerApps Portals admin center you are able to set up an allow list of IP Addresses that can access the portal via the Set up IP address restriction option.You can only add 1 address at a time, so what if you have to add a large number, like a few hundred or more?Using the Network Monitor in

      Read the full article here
    • How to Create an Effective Chatbot

      Harshani Perera, 19 February 2021

      To create my own chatbot using Microsoft’s Power Virtual Agents, I’ve been interacting with bots online to see which ones were easy to use and were actually helpful. Through these interactions, I found some commonalities amongst the high performing ones that I will share with you today which can hel

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    • Some Useful Features of Power Virtual Agents You May Not Know

      Harshani Perera, 15 February 2021

      Power Virtual Agents by Microsoft allows you to easily create chatbots without any code. Whilst creating these, I came across some useful features I’ve listed below that you may not be aware of if you are new to creating them that can save you time and improve your bot.Create Topics from Webpages an

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    • Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 2

      Colin Maitland, 26 November 2020

      In my first article of this series, I introduced a demonstration of a custom 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.In this article I will demonstr

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    • Part 3: Trigger actions from chatbots using Power Virtual Agents

      Harshani Perera, 18 November 2020

      In Part 1 and Part 2 of this blog series, I showed you how to create a bot and request information from the user. In the last part of this series, I will show you how to take this information and trigger an action to email the Customer Services team.Trigger Action1. Click the + Sign on the Message

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    • How to Embed a Canvas App on a Model-Driven App Form

      Dominic Liu, 16 November 2020

      Canvas Apps enable makers to easily design and create custom layouts and themes using the low-code, WYSIWYG (what you see is what you get) Canvas App designer. With embedded Canvas Apps, you can bring the power of Canvas Apps to your Dynamics 365 Model-Driven App forms. Canvas Apps are designed to b

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    • Part 2: Requesting Information from Users in Power Virtual Agents

      Harshani Perera, 11 November 2020

      Continuing on from my first blog about Power Virtual Agents, I showed you how to create a bot. In Part 2 of this series, I will show you how to request information from the user using the bot. I will continue to use the bot I created earlier however if you don’t have one, follow my first blog to set

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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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    • Dynamics 365 Sign in required pop-up

      Nick Chin, 08 October 2020

      Does 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

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    • How to Retrieve Out of the Box Entity Icons in Dynamics 365

      Sean Roque, 03 August 2020

      There are some situations where you might want to reuse the out of the box entity icons (e.g. Contact) such as the Interactive Experience form related panel:However, they are not readily accessible as web resources that you can set by default.Instead, you can access the .svg file directly by navigat

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    • New Dialog Builder PCF Custom Control for Dynamics 365 AppSource

      Paul Nieuwelaar, 20 July 2020

      Our Dialog Builder app (formerly Alert.js) was recently re-approved for Microsoft AppSource, and with it comes a new PCF Custom Control that allows you to build dialogs right from within the custom control UI, without having to write any custom code.This PCF control is exclusive to the AppSource ver

      Read the full article here
    • Tips for building your first PCF Control

      Zoe Sands, 28 May 2020

      I have been playing around with PCF Controls in Dynamics 365 and have some tips for anyone wanting to dive in and give it a go. There are some great resources online which really helped which I have linked below.How to create a PowerApps PCF controlPCF Control GuideWhile following the instructions i

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    • Easily Create a Business Card Scanner using Microsoft Power Apps and Save to SharePoint

      Harshani Perera, 01 April 2020

      With Microsoft’s new AI Builder, it’s very easy to add intelligence into your business applications without writing any code. At the time of writing this, the AI Builder is only available for USA and Europe environments and is currently in Preview. The Business Card Reader component in AI Builder ca

      Read the full article here
    • Assigning Power Apps per App Plan Licenses to Users in your Organisation

      Alfwyn Jordan, 18 February 2020

      Licensing has changed yet again. There are two license types that are of use and it depends on how many apps you’ve built. There’s the unlimited plan, and the per app plan. Visit https://powerapps.microsoft.com/en-us/pricing/ for more details. The steps to assign licenses is no longer straightforwar

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