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Power Query - Conditionally Replace Values in a Column with Values from another Column
Colin Maitland, 27 May 2022
In this article, I will demonstrate how to use Power Query to conditionally replace values in a column with values from another column. We want to do this with the least number of steps, while handling blank values and maintaining the data type of the column for which values are to be replaced. For
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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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Using Power Apps for Teams Power FX Formula Columns in Dataverse
Jared Johnson, 05 May 2022
Formula table columns are currently in preview, but Microsoft docs state that they are only available in Power Apps for Teams for now.Now while the Maker experience is only available in Power Apps for Teams, can we create them there and bring them into our normal Dataverse environment?To test this,
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Analysing Donor and Supporter dates in Power BI
Colin Maitland, 27 April 2022
In this article, I will demonstrate an approach that may be used in Power BI to analyse the dates such as Created On, First Donation and Last Donation dates for Donors or Supporters. This approach may also be considered for other scenarios, such as First Sale and Last Sale dates for Customers, First
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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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Power BI: Is On Or Before Highest Transaction Date Pattern
Colin Maitland, 06 April 2022
In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions being reported on. This pattern prevents you
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Add Artificial Intelligence (AI) to your CRM
John Eccles, 04 April 2022
The barriers have vanished.In the past, AI was too complicated. You needed specialised data scientists on staff.It was too expensive and too risky. It required a lot of time and money for an AI project that may not even work that well.While some AI projects are still complicated, expensive, and risk
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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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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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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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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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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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