Ten Regex Expressions To Use With Forms Pro
Feb24

Ten Regex Expressions To Use With Forms Pro

If you’ve been using Forms Pro to create surveys then you should be aware that you can do custom validation on fields with Regular Expressions (regex). My friend Megan Walker blogged about this recently, showing how easy it is to add the custom formatting checks to a field on your survey. Megan and I were discussing this functionality and, as I’m a massive geek, she asked if we could work… Continue Reading...

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Better Integration between Dynamics 365 and SharePoint using Power Automate — Part 1
Feb20

Better Integration between Dynamics 365 and SharePoint using Power Automate — Part 1

If you’ve used the standard OOTB connection between Dynamics 365 and SharePoint then I’m sure, like me, you’ll have found your share of frustrations. The technical functionality is great, allowing you to see your documents stored in SharePoint in a subgrid on the related Dynamics 365 record, however the standard implementation will probably make your SharePoint admins cry because it uses… Continue Reading...

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Exchange Rate Conversion with Power Automate
Feb13

Exchange Rate Conversion with Power Automate

Many of us will work in organisations that have a global presence and therefore may have a need to know the value of something in a local currency. There isn’t any out of the box way to convert a base currency to another currency in Power Automate, so I wanted to see how easy it would be to configure. The Solution For the purposes of this blog I’m going to configure a simple manually… Continue Reading...

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Quick Tip: Resolving Error Retrieving Teams via Fetchxml with List Records Action in CDS (Current Environment) Connector
Feb11

Quick Tip: Resolving Error Retrieving Teams via Fetchxml with List Records Action in CDS (Current Environment) Connector

I ran into a rather odd error recently when I was trying to use a FetchXML query to retrieve a list of Teams using the List Records action with the Common Data Service (Current Environment) Connector in a Power Automate flow, so to save you any future headaches I’ve outlined the issue below and the solution to the problem. The Problem In this instance I needed to retrieve a list of Teams… Continue Reading...

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Converting Time zones with Power Automate
Feb03

Converting Time zones with Power Automate

If you’ve ever had to convert a timezone with Power Automate then you’re hopefully aware that there is a “Convert Time Zone” action that is designed to make this process easier for you. If you’ve had to convert one time to multiple different time zones all at once then it very quickly becomes a pain to create a Flow as it requires a new action for each conversion. Did you know that… Continue Reading...

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Power Automate HTML Table Styling
Jan29

Power Automate HTML Table Styling

If you’ve been using Power Automate flows to send notification emails to people in your organisation then there’s a fair chance you’ve run into a requirement to send a table of results in the email. This is a regular occurence in my organisation, and I’ve run into some limitations with the standard “Create HTML Table” action so in this blog I’ll explore them and demonstrate how I’ve...

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Calculate Working Day between Two Dates – Video
Jan24

Calculate Working Day between Two Dates – Video

Continue Reading ryanmaclean365’s Article on their blog Calculate Working Day between Two Dates – Video Visit the post for more. Blog Syndicated with ryanmaclean365’s...

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Calculate Working Days in a time period using Power Automate
Dec12

Calculate Working Days in a time period using Power Automate

I’ve been working on a Flow recently that requires either the total amount of days between two dates, or the amount of working days (i.e. total days minus weekends and holidays), and the lack of a proper DateDiff expression in Power Automate has been a bit of a headache for me to work around. If you’ve ever worked with Excel then you’ll know that the networkdays formula would be perfect… Continue Reading...

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Create a Lead for Every ClickDimensions Posted Form – Video
Dec05

Create a Lead for Every ClickDimensions Posted Form – Video

Continue Reading ryanmaclean365’s Article on their blog https://ryanmaclean365.com/2019/12/05/create-a-lead-for-every-clickdimensions-posted-form-video/ Blog Syndicated with ryanmaclean365’s Permission

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Creating a Lead for every ClickDimensions Posted Form using Power Automate
Dec04

Creating a Lead for every ClickDimensions Posted Form using Power Automate

Recently, my good friend Megan Walker did a guest post for ClickDimensions showing how to create a Lead for every ClickDimensions Posted Form and if you haven’t read it then you really should! When I was reading this post one of the things I noticed was the requirement to use a Filter Array step and Compose step for each question in your Form in order to be able to use them when you created… Continue Reading...

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Dynamically setting option set fields in CDS using Microsoft Power Automate – Video
Nov28

Dynamically setting option set fields in CDS using Microsoft Power Automate – Video

Continue Reading ryanmaclean365’s Article on their blog Dynamically setting option set fields in CDS using Microsoft Power Automate – Video Visit the post for more. Blog Syndicated with ryanmaclean365’s...

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Using Flic Buttons with CDS – Dynamically setting Option Set fields
Nov27

Using Flic Buttons with CDS – Dynamically setting Option Set fields

In my previous post I demonstrated how to use a Flic button with CDS to create a Fire Evacuation record and notify Users that an office is being evacuated. The eagle-eyed amongst you may have noticed that the Office option set field value was hard-coded, meaning no matter where you were when you triggered the Flic button it would create an evacuation record against the specifically named… Continue Reading ryanmaclean365’s...

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USING FLIC BUTTONS WITH CDS – MANAGING FIRE EVACUATIONS – Video
Nov14

USING FLIC BUTTONS WITH CDS – MANAGING FIRE EVACUATIONS – Video

Continue Reading ryanmaclean365’s Article on their blog USING FLIC BUTTONS WITH CDS – MANAGING FIRE EVACUATIONS – Video Visit the post for more. Blog Syndicated with ryanmaclean365’s...

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Using Flic Buttons with CDS – Managing Fire Evacuations
Nov13

Using Flic Buttons with CDS – Managing Fire Evacuations

I was asked to create a tech demo in work recently that could show off some of the capabilities of Power Apps and Power Automate, and I figured this would be a perfect opportunity to use the Flic button I got from Matt Beard of Data8 when I attended the User Group Summit in Amsterdam earlier this year . The Scenario Anyone who’s worked in an office will undoubtedly have experienced the… Continue Reading...

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Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video
Nov08

Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video

I blogged about displaying SharePoint Documents related to Parent Records on a Child Record in Dynamics 365 earlier this week, and today I’m dipping my toes into the world of vlogging for those who’d prefer a more visual overview of the functionality I described Continue Reading ryanmaclean365’s Article on their blog Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video I...

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Display SharePoint Documents related to Parent on Child Record in Dynamics 365
Nov06

Display SharePoint Documents related to Parent on Child Record in Dynamics 365

Recently my friend Sara Lagerquist asked if there was a way to show the documents stored on SharePoint for a parent entity record on a child entity record (e.g. seeing Documents related to an Account on an Opportunity) without having to copy the documents between SharePoint sites. This sounded like an interesting challenge so I decided to see if I could find a solution. < h2>The… Continue Reading ryanmaclean365’s...

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Filtered Lookup Field based on Linked Entity using North52
Jul19

Filtered Lookup Field based on Linked Entity using North52

If you’ve ever had a requirement to filter lookup fields then you’ll no doubt be aware that this is possible in Dynamics 365, but that there are some limitations to the functionality. Microsoft have done a great job of enabling out of the box filtering for simple scenarios using the “Related Records Filtering” options or by limiting the records returned using specific view(s) To read… Continue Reading...

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Update a User’s Business Unit and retain their Security Roles
Feb15

Update a User’s Business Unit and retain their Security Roles

If you have ever had to change the Business Unit of a User then you will know that the change causes their security roles to be dropped, so you need to ensure the security roles are reassigned. This is mildly frustrating when you have one or two Users to update, but what happens when you have to update all Users in your organisation? I recently encountered a scenario where the organisation… Continue Reading ryannipper’s...

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Postcode Region Mapping via Workflow
Feb03

Postcode Region Mapping via Workflow

I recently delivered a session at Dynamics 365 Saturday Scotland covering some advanced functionality you can implement in your Dynamics 365 environment using free custom workflow activities. To read my thoughts on #D365SatSco and how amazing it was, see the article I posted on LinkedIn One of the scenarios I covered in my session was looking at how we can carry out regional analysis of… Continue Reading ryannipper’s...

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Custom Rollup fields
Jan04

Custom Rollup fields

Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been calculated from child records for a parent record. Typical examples of this would be total value of Open Opportunities for an Account, or the total number of Emails received for a Contact. Whilst… Continue Reading ryannipper’s...

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Custom Rollup fields – Ryan Maclean
Jan04

Custom Rollup fields – Ryan Maclean

Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been calculated from child records for a parent record. Typical examples of this would be total value of Open Opportunities for an Account, or the total number of Emails received for a Contact. Whilst… Continue Reading ryannipper’s...

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Excel Project Plan
Nov02

Excel Project Plan

This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P’s cliché “Proper Preparation Prevents Poor Performance” exists for a reason.  I am aware that plenty of people use Microsoft… Continue...

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Excel Project Plan – Ryan Maclean
Nov02

Excel Project Plan – Ryan Maclean

This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P’s cliché “Proper Preparation Prevents Poor Performance” exists for a reason.  I am aware that plenty of people use… Continue Reading ryannipper’s Article on...

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Setting a Lookup from a Workflow
Oct29

Setting a Lookup from a Workflow

One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution I’ve used this tool for a few solutions in my environment and, after discussion with my good… Continue Reading...

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Setting a Lookup from a Workflow – Ryan Maclean
Oct29

Setting a Lookup from a Workflow – Ryan Maclean

One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution I’ve used this tool for a few solutions in my environment and, after discussion with my good… Continue Reading ryannipper’s...

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CRM Development – As easy as making a cup of tea?
Jul12

CRM Development – As easy as making a cup of tea?

Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event.  Whilst at the event I was speaking to someone who told me that he was currently working as a business analyst but was considering training to become a CRM Functional… Continue Reading ryannipper’s Article...

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CRM Development – As easy as making a cup of tea? – Ryan Maclean
Jul12

CRM Development – As easy as making a cup of tea? – Ryan Maclean

Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event.  Whilst at the event I was speaking to someone who told me that he was currently working as a business analyst but was considering training to become a CRM Functional… Continue Reading ryannipper’s Article...

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Designing CRM Forms for User Experience – Ryan Maclean
Jul06
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Designing CRM Forms for User Experience
Jul06

Designing CRM Forms for User Experience

Introduction In order to ensure User Adoption of CRM is successful and that the system is delivering results for Users, it is important to ensure that their experience of using the system is as painless as possible. In practice, this means removing unnecessary obstacles to enable them to find the information they need, when they need it. Whilst CRM is, by its nature, a data input system, it is… Continue Reading...

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Update an Account in CRM with the latest Stock Price using North52 – Ryan Maclean
Jun19
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Update an Account in CRM with the latest Stock Price using North52
Jun19

Update an Account in CRM with the latest Stock Price using North52

I recently installed North52 in my CRM environment and I’ve been having great fun exploring the capabilities of the solution to replace some existing plugins, and to develop some new functionality.  North52 is an amazing solution that enables functional consultants like me to develop technical solutions using a simple point-and-click editor.  North52 is probably worth several blog posts all… Continue Reading...

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Long Date Formatting for Date fields – A Different Way – Ryan Maclean
Jun14
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Long Date Formatting for Date fields – A Different Way
Jun14

Long Date Formatting for Date fields – A Different Way

I recently read a great blog post by Megan Walker regarding the formatting of a long date field in CRM.  Megan has explained really simply how to achieve this using JavaScript, and I’d thoroughly recommend reading her blog to see how easy it is. I know that some people are uncomfortable even with using simple scripts so I wanted to highlight an alternative way of achieving this without using… Continue Reading...

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CRM Power Pane – Review
May24

CRM Power Pane – Review

One of my favourite tools in my CRM Administrator Toolkit (*not an actual thing) is the Dynamics CRM Power Pane extension for Google Chrome and Mozilla Firefox. The Power Pane add-on has been developed to help developers, testers and power users to accomplish tasks that they may require in their day-to-day role.  Installation of the add-on is as simple as installing the extension in your… Continue Reading ryannipper’s...

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CRM Power Pane – Review – Ryan Maclean
May24
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Add Team Members to another Team – Ryan Maclean
May21
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Customisation Tips – Entities – Ryan Maclean
May18
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Customisation Tips – Solution Management – Ryan Maclean
May17
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Advanced Multiselect for Dynamics – Review – Ryan Maclean
May14
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Clone a Record with a Notification Message – Ryan Maclean
May11
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Multi Select Checkboxes – Ryan Maclean
May03
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Adding a missing column to an Excel Template – Ryan Maclean
Jun28
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