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How to Connect Power BI to Dynamics 365
Power BI is a power analytics tool that allows us to visualize our data. We can create reports in Power BI using Dynamics 365 data. In this blog I will walk through the steps to create a connection...
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How to Sign Out from Dynamics 365 Tablet App
Security is of course very important when dealing with customer data. One way to safeguard customer data is to sign out of Dynamics when not using it. When using the tablet app, the sign out button is...
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Using the Power Platform Analytics to Manage Storage Usage for Dynamics 365
With the recent updates to the Power Platform Admin center, we now have a new way to check out what the statistics of what is using the storage in Dynamics 365. To get there you can either go directly...
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Convert URL to Short Bitly URL in Dynamics 365
When marketing website promotions or news to customers we typically send messages through appropriate channels such as email, LinkedIn or SMS messages. Usually these messages contain URL links to a...
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Gotcha with Bulk Deletion Jobs in Dynamics 365
Bulk Deletion Jobs in Dynamics 365 allow you to build a query and then bulk delete records in the system that match that query. To save time, you can use an existing System or Personal view when...
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Discount Calculation Method for Product Line Items in Dynamics 365
There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the...
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Run Workflows on Create of a User in Dynamics 365
As mentioned in a previous blog, plugins are not triggered on create of a user in CRM 365 online. In that blog, I talked about how you can trigger them on associate of a user to a security role. In...
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How to Set up Email Notifications for Dynamics 365 Online
For Dynamics 365 Online, Microsoft sends email notifications of scheduled updates, storage limit warnings etc. to the administrators of the organisation. It’s possible to add additional email addresses...
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Prevent Incomplete Stages of a Business Process Flow in Dynamics 365
In Dynamics 365 every Business Process Flow has a corresponding entity which is automatically created and used to record state. This entity can be made available in grids, views, charts, and...
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Duplicate Detection Rule for Comparing Leads with Contacts in Dynamics 365
A little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the...
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Dynamics 365 V9.1 Enable Unified Interface UI Updates on Upgraded Organizations
As of the 9.1 Update to Dynamics 365, as described here, Microsoft have updated the Unified Interface’s UI with big improvements to the Sitemap and Command bar. While this will show by default in new...
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Create PowerApps using Data from Excel
PowerApps can be created using data from an Excel spreadsheet. Users can create their tables in Excel and upload it to OneDrive. In this blog, we will learn – how to create a PowerApp using Data from...
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Share Powerapps with Another User
PowerApps can easily be shared with another user from the same organisation.To share your app, sign in to PowerApps. Click on Apps. Select your App from the list and Click Share.Enter user’s name or...
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Marketing List Showing Multiple Subgrids on the Form in Dynamics 365
A customer recently upgraded to Dynamics 365 v9 and encountered this strange form issue with Marketing Lists. When viewing an existing Marketing List record, there are multiple subgrids on the form...
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Using Customer Service Schedules and Holiday Schedules in Dynamics 365
In a previous blog, I showed how to create Service level agreements (SLAs) in Microsoft Dynamics 365. In this blog, I’ll cover using Customer Service Schedules & Holiday Schedules in with the...
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Wrong Status Reason When Revising Quote in Dynamics 365
We noticed an interesting issue when revising Quotes in Microsoft Dynamics 365, where the Status Reason of the revised Quote was set to something other than “Revised”. Through our normal...
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Using Themes on Dynamics 365 to Manage Environments
When you are working with multiple environments such as Development, UAT and Test in Dynamics 365, it’s easy to get confused about which environment you are in. You might make changes or deploy to the...
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A Brief Introduction to the Microsoft 365 and Dynamics 365 Admin Centers
This blog will give you a brief introduction to the Microsoft 365 and Dynamics 365 Admin Centers and some of their features.In order to access the Admin Center, you will require admin permissions....
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Making Changes to Record Create and Update Rules in Dynamics 365
A while back we had a client who decided to utilize Record Create and Update Rules (RCUR) in their CRM solution. This required us to make them approximately 30 RCURs, one for each queue they had in the...
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Custom Entities in Business Process Flows for Model-Driven Apps
The Issue: You may have noticed when creating Business Process Flows (BPF) in PowerApps from your own Entities that they don’t always show up in the dropdown box in the ‘create new’ wizard. This is...
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