admin – 365 Mechanix

Dynamics 365 & Power Platform Specialists

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October 15, 2019
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Capitalise your lead and contacts names consistently in CDS

Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data integrations Manual user entry All of this could result in your names being inconsistently captured in formatting/capitilisation. For example,your contact or lead could be[…]

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July 7, 2019
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Set canvas PowerApp date to the last day of the month

When working with canvas PowerApps, you may have a need to have some date ranges set by default. A typical scenario might be where you have 2 date filters and you want to show records that occured between those date ranges. A scenario I had to work with[…]

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July 3, 2019
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What is Dynamics 365?

What Is Dynamics 365 And How Will It Benefit My Business? Released back in 2016, Microsoft Dynamics 365 replaced Microsoft Dynamics CRM. The purpose of this was to provide a modular approach to business applications. Microsoft Dynamics 365 is a cloud-based business application What makes Dynamics 365 unique[…]

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June 4, 2019
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Custom views on lookup wont work without name field

Quick tip here, when setting a custom view on a lookup in the form designer: Always ensure that the name attribute is on the view too, even if it wont be displayed. I had noticed that my search results were not working at all when I had typed[…]

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April 25, 2019
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Installing Dynamics 365 Marketing in an existing environment with a portal

I recently wanted to install and configure D365 for Marketing to our existing environment and faced a few issues and gotchas which I wanted to jot down. Primarily, if you have a portal configured (e.g customer portal) you will need to reset your portal to leave it in[…]

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March 21, 2019
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Display product images in a quote in Dynamics 365

We recently had a requirement to display the out of the box product images within a quote generated by the standard Dynamics document generation process. The expected output would be similar to the below. Unfortunately, the document generation wizard in Dynamics doesnt go beyond a depth of 2[…]

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March 4, 2019
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Using Dynamics 365 portal metadata to change the standard case create process

When you have a Dynamics 365 Portal up and running and you provide the capabilities for contacts to create cases, the standard out of the box ‘Create Case’ form maps the contact to the customer field (whilst the contact field is left blank) In my scenario, I wanted[…]

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February 13, 2019
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Working with Dynamics 365 entity records in Canvas PowerApps

When creating a Canvas PowerApp connected to Dynamics 365/CDS, you may want to present the values in an entity as options within a drop down box (combo box) or a list box for selection. This would be useful if you wanted to present select-able data in a more[…]

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December 20, 2018
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Using Azure functions as a scheduler for Dynamics 365

A few months ago I had a requirement where I needed to flag records as expired which were past their expiry date within Dynamics. I have seen/implemented various techniques before that involved using Dynamics itself as the scheduling engine, but that wasn’t always consistent nor performant. I have[…]

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November 6, 2018
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Get the logged in users Dynamics user record ID in a Canvas PowerApp

When working with a canvas PowerApp that integrates into Dynamics 365, you occasionally need the current users’ Dynamics user GUID. This could be used to populate lookup references on the various records within Dynamics. The user details provided by the User function within a Canvas app relates to[…]

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