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Dynamics 365 CRM v9 is Slow!
Now that I've got your attention, the truth. Dynamics 365 CRM v9 is actually very quick! The Power Platform team has done an amazing job getting screens to load within a couple of seconds. This of...
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Unified Interface Settings in Dynamics 365 v9 April 2019 Release
With the April 2019 Release of Dynamics 365 version 9, a few things have changed. One being the options within the settings cog located at the top right-hand corner of the screen.You now have a few...
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Ensuring users can view Duplicate Records in Dynamics 365 v9
Recently one of our Dynamics 365 clients came to us saying that some users were unable to see the results of a duplicate detection rule when entering new contacts. Instead of seeing the duplicates that...
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Filtering data in PowerApps using Search and Tags
It is easy to search for an item in PowerApps with the built in Search() function by simply setting the Items attribute in your Gallery to Search(source, textbox.txt) as shown in the image...
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Using Document Templates in Dynamics 365
Why use Document Templates in Dynamics 365? Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365...
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Fields not Appearing for OOTB Merge Button in Dynamics 365
In Dynamics 365 v9 you are able to merge two records together using the Out-Of-The-Box (OOTB) Merge Button. The Merge Button appears when you select up to two records in a View and allows the data of...
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Dynamics 365 Currency Configuration for Price List Items
In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and...
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Using Data Integration in Microsoft PowerApps
Storing data in a CDS entity is a useful way to have it accessible to your PowerApps applications. This is because rather than embedding the data source directly into each of your applications you can...
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Features of Email Marketing with ClickDimensions
ClickDimensions Email Marketing contains some great features which allow marketers to create effective emails and complex campaigns. At the time of writing this blog, the components outlined below are...
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How to Sort Multiple Sets of Age Groups in Power BI
In this article, I will describe how to configure sorting for an Age Group dimension in Power BI that has multiple sets of Age Groups for the same age ranges. The example discussed in this article is...
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Context Transition when Using CALCULATE Function in Power BI
When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE...
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Why I Love the New Microsoft Dynamics 365 V9 Unified Interface and You will too
I'm usually resistant to change due to the fact that I may take longer than others to learn new things so I prefer to stick with my familiar ways. It’s easier and faster to work with what you already...
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How to Know When to Stop Investing in Legacy Systems
From the early 90’s to 2000’s we saw the emergence of accessible technology which started to connect and streamline paper-based or manual systems. We are now entering another wave of core technology...
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How to Import a PowerApp Package
PowerApps can be exported as a package from one environment and then imported into another environment. In this article, I will demonstrate how to import a PowerApp package. This demonstration uses a...
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Editing the DOM with Supported Dynamics 365 Custom Controls
Have you tried to edit/update/hack a field in Dynamics 365 so that it is styled and behaves just the way you want? Well now you can! This supported, new preview feature in Dynamics 365 uses the Custom...
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IT for High-Growth Companies
IT systems can be growth drivers or growth inhibitors. Information Technology should be scaleable and adaptable as well as enabling growth strategies. We’ll examine key features of IT systems...
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Activating a workflow that is owned by a disabled user in Dynamics 365
Recently, while attempting to Activate a draft workflow, I received an Access Error which stated that my User record or Business Unit had been disabled. While activating the workflow, the User account...
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Voice of the Customer and CRM
Voice of the Customer (VoC) is not a new concept. It’s the marketing concept re-badged - the philosophy that firms should analyze the needs of their customers and then make decisions to satisfy those...
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How to Resolve the Dynamics 365 App for Outlook Loading Error on Outlook
This blog will show you how to resolve the following error when using the Dynamics 365 App for Outlook: “We can’t load this app because your email account isn’t configured with Dynamics 365 server-side...
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Logging a Power Platform ticket with Microsoft
As a Dynamics 365 administrator, you may be familiar with requesting support from Microsoft through the Office 365 admin site as documented in an earlier blog post but now we can submit support...
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