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Quick tip. I had enabled the TDS endpoint on our customers environment and connected to it via Power BI. I initially was able to view the date fields in a Hierarchy format. This is great for analysis & viewing trends over the various date ranges and allows for[…]
Read MoreQuick tip in this blog post. I love Canvas Apps with how they can simplify a usually ‘clicky’ process in a model-driven app and as such, I look to implement them and embedd them in model-driven apps where appropriate. Recently, I had embedded one but I was having[…]
Read MoreOn a recent customer engagement, we had a requirement where we needed to create an automatic reference code for each SharePoint list item that was created. For this particular scenario, the number didn’t need to be incremental, just in a format that is unique. The pattern that was[…]
Read MoreRecently, I had a customer requirement to use Stripe for processing event registration payments. I knew that with Dynamics 365 Marketing, you have the ability to use a custom gateway but not much documentation was available on the different implementation options or designs. Some good reading though for[…]
Read MoreIn the latest update of the Dynamics 365 Marketing solution, when creating a new blank email, you get the options to add layout components: Layout options in Dynamics 365 This has been a great new addition that customers have been calling for. It allows for a quick and[…]
Read MoreLeads 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[…]
Read MoreWhen 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[…]
Read MoreWhat 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[…]
Read MoreQuick 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[…]
Read MoreI 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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