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Chained Survey Branching Rule in Microsoft Forms Pro
Forms Pro is a Survey solution provided by Microsoft and powered by Office 365 and Dynamics 365. In this blog post I will explain how to set up a Chained Survey Branching Rule to a Survey. A Chained...
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Tackling Concurrency Issues using KingswaySoft SSIS Toolkit for Dynamics 365
This blog post documents my learning for a data migration from Dynamics CRM on premise to Dynamics 365 online, using the KingswaySoft SSIS Toolkit.The data migration consisted of 40 entities – three of...
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Expand/Collapse all Actions for Microsoft Power Automate Flow
One thing I’ve been secretly wanting added to Flow (Power Automate) for a while now is the ability to expand all actions/steps within the editor. Recently I had to go through and update a bunch of...
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Tips for building your first PCF Control
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...
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Rich Email Content with DocumentsCorePack in Dynamics 365
In this blog, I will show you how to embed a DocumentsCorePack template into the body of an email in a Dynamics 365 workflow. Doing this allows you to create rich email content, giving you more control...
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Microsoft Teams Quick Tips to Improve Productivity at Home
While working at home, the use of Teams within Magnetism and I’m sure many businesses has skyrocketed. While using Teams I’ve learnt a bunch of quick tips and hot keys that will help you to quickly...
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Online Customer Self-Service - Why and How?
What is Online Customer Self-Service?This blog could have been about Online Self-Service because employees, students, partners, and other stakeholders might benefit from online self-service. But I am...
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Dynamics 365 XrmTooling Connect with User Credentials in C#
In a previous blog post, I talked about how to connect to the Dynamics 365 SDK with the new XrmTooling nuget package, and stepped through the best way to connect using an Azure App Registration with...
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Be More Productive with Microsoft To-Do
In one of my previous blogs, I raved about how much I loved the new D365 Unified Interface (which I still do!) and now I’ve found something I love again. This time it’s Microsoft To-Do. After getting...
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Maintaining Lookup References during Merge in Dynamics 365
When merging records in Dynamics 365, all lookups referencing the deactivated record will be replaced with the master record. For example: there is a Case for managing merged Accounts and you need to...
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Dynamics 365 PCF Control using OptionSet/TwoOption Input Property
When creating a PCF control for Dynamics 365, we have several types of properties that we can add to our control as input parameters. These can be bound to a field in Dynamics 365 or configured as just...
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Staying Ahead of AI
A few months ago, I thought the greatest threat to our jobs would be Artificial Intelligence and not a tiny virus but then I thought, this too shall pass however AI will not.Every day AI is becoming...
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Dynamics 365 updates can break the XrmToolBox Plugin Registration
If you’re a Dynamics 365 Developer like me and frequently use the XrmToolBox, you’ll have noticed that the Plugin Registration tool recently stopped working with the Dynamics 365 Environment has the...
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Dynamics 365 Portal and Azure AD B2C Register Time Out
We recently used Azure AD B2C to handle the Sign-In and Sign-Up functionality for a Dynamics 365 Portal. We ran into an issue with the Sign-Up page where a Portal User would fill in all their details,...
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Why are my Dynamic Values sent in an email from a Dynamics 365 Workflow wrong?
The Issue:Recently, I created a Workflow that set a User lookup field on a record and sends an email to a contact. In this email the updated field is used in two different ways; the first is by...
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