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    • How to add sequential row numbers to a table using a SQL CTE

      Colin Maitland, 23 February 2023

      In this article, I will demonstrate how to add a unique sequential row number to records in a SQL Server table using a SQL Common Table Expression (CTE).This is an example of selected columns from a table named Opportunity. This list of Opportunities selected here has been sorted by the Created On d

      Read the full article here
    • Power BI - P2 - Calculate Change vs Difference for two Date Ranges

      Colin Maitland, 19 August 2022

      This is the second part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and difference between two user selected sets of dates for a measure.In the first article, I demonstrated the configuration of the data

      Read the full article here
    • Lookup Fields on Power Apps Portal

      Dominic Liu, 02 July 2022

      Lookup fields can define views that display different sets of values from the associated entity. We often use lookup fields in Dynamics 365 to handle the relationships between tables. However, if you have a lookup field on your table that is linked to a reference table, the view is not related as we

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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,

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here

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