Flow – Create, Update or Delete trigger error
Aug20

Flow – Create, Update or Delete trigger error

At the time of writing this post Microsoft Flow will throw an error when you create this flow with the trigger Create, Update or Delete, and the flow is standalone. Error This is the following error you will see when you try to create the flow (Create, Update, Delete) without any connection to a solution. Sollution All you have to do, is open this in a solution (for the… Continue Reading Thomas Sandsør’s Article on their...

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PowerApps + CSS
Aug13

PowerApps + CSS

I know the title be a little misleading. PowerApps doesn’t support CSS as of now (maybe sometime in future), but you can create a CSS light for simple tings while we await the custom Themes for PowerApps. I find it extremely annoying when creating a large app and you need to customize visuals. If you make a change to one “screen” you have to make the same change over and over again. In… Continue Reading Thomas...

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Using Flow to copy Document Location
Aug06

Using Flow to copy Document Location

One confusing obstacle with a new CRM system, is the connection between Dynamics CRM and SharePoint. As a consultant I often have to demonstrate what is really happening behind the scenes to justify why this isn’t straight forward. We have to tell the customer about different folders, different entities etc, while they simply don’t care. They just want it to work together. One particularly… Continue Reading Thomas...

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PowerApps license change opening up for a 10$ CRM system?
Jul30

PowerApps license change opening up for a 10$ CRM system?

Power Platform is maturing rapidly, and users are really loving the new platform for citizen development. The only natural thing to do for Microsoft was to alter the licensing model now that they see how users are working with the platform. Normally I am the first one to hate on all changes, but this time I am not sure I hate it. I am actually seeing some opportunities here that I didn’t… Continue Reading Thomas...

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PowerApps Currency Formatting examples
Jul24

PowerApps Currency Formatting examples

So far I feel that currency formatting in PowerApps seems to be a little troublesome. Sure everything would be great if we all sold in $ and our offers were all huge! All of the examples out there are based on this. I needed to represent values at 1 NOK and up. In Norway we don’t use “,” for separating thousands. I am sure there are simpler ways of doing this, and I am hoping someone can… Continue Reading...

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Composite fields in PCF?
Jul18

Composite fields in PCF?

Ohhhh how I miss the Composite fields in dynamics<3 It was introduced in 2013, but was never given much love. It was one of those changes the customers loved, but always wanted to configure. This resulted in many strange javascripts that I personally refused to use. Now that the new UI is being forced upon us, the field will disappear it seems, and that is too bad. The new UI is fine, but… Continue Reading Thomas...

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CDS List Records Filter Query using Flow
Jul11

CDS List Records Filter Query using Flow

This week I needed to use the List Records function, and I realized that I had no idea how to use the filters. Thank you Jonas Rapp for creating the FetchXML Builder!! The function “Flow List parameters” saved my day:) Simple filters Let’s begin with the simple filters where I get a contact with the last name of Sandsør Test your search result with the Execute… Continue Reading Thomas Sandsør’s Article on...

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Interview – Julian Sharp
Jun28

Interview – Julian Sharp

Julian Sharp was recently in Norway to teach the App in A Day. I was one of the lucky few that got a spot in his class. Sure I have been in Dynamics since 2007 and should know it all, but that is the only once certainty. I will never know it all, and there is always something to learn from a person that has a different perspective on things. Thank you Julian for the great class, and the… Continue Reading Thomas Sandsør’s...

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PowerApps and Microsoft, Where does it fit?
Jun13

PowerApps and Microsoft, Where does it fit?

While some people say that PowerApps is Office, others will say PowerApps is Dynamics. They are both correct. Canvas Canvas apps si exactly what it sounds like, a blank canvas you create. Here you can choose where to store data: SharePoint, SQL Server, Office 365, OneDrive for Business, CDS , Excel, and many other data sources. For the ease of use I often see storage within SharePoint… Continue Reading Thomas Sandsør’s...

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On-Premise Data Gateway integration
Jun11

On-Premise Data Gateway integration

My state of mind at this moment is hard to describe, but Malin Martnes sendt me this link from Urban dictionary This is Part 2 of the Gateway SETUP The final settings This is where we left off in the last post: We need to do one config in CRM/CDS before we continue. For the integration to work we need to create a KEY for it to match on. The source doesn’t know of GUID, so… Continue Reading Thomas Sandsør’s Article on...

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On-Premise Data Gateway setup
Jun07

On-Premise Data Gateway setup

So the On-Premise data Gateway itself might not be the most awesome thing in history, but in combination with the data integration of PowerApps it is just incredible! Carina wrote about this earlier, but I had to see it for myself My example is based on the need to integrate my On-Prem ERP (SQL) server with Dynamics 365 online (aka PowerApps). This method does require that you have… Continue Reading Thomas Sandsør’s...

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Interview – Megan V. Walker
May28

Interview – Megan V. Walker

So in my first ever interview I was so lucky to talk to Megan V. Walker MVP. Megan is a huge contributor to the community, sharing examples of real life business value. She is very active on social media with weekly posts (Twitter, YouTube and blogging). The content is easy to absorb, and leaves you with the comforting feeling that “I can do this myself”. She recently got the MVP title,… Continue Reading Thomas...

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Dynamics 365 API limits
May15

Dynamics 365 API limits

While Dynamics is evolving at a shockingly high tempo, somethings are moving back to the stone age! *NEW Dynamics 365 API limit !! February last year we were given the 60.000 limitation for integrations, and now all of a sudden we are reduced to 4.000…. 4.000… I am not sure how to put this, but WTF! Continue Reading Thomas Sandsør’s Article on their blog

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Dynamics 365 – Teams. Love at first SITE (pun intended)..
May10

Dynamics 365 – Teams. Love at first SITE (pun intended)..

The Team Hi everyone, meet Knut and Kjetil. KnutKjetil Knut is a salesperson at Point Taken. He just came across a HUGE deal that he has registered in Dynamics 365. This deal is so big that Knut will need the assistance of several resources to deliver. One of these resources is Kjetil, a SharePoint consultant. The setup Knut enters the details needed for the Dynamics 365… Continue Reading Thomas Sandsør’s Article on their...

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Dynamics 365 – Teams Settings

So this part 2 of the setup is not mandatory, but will help you change some preferences and look/feel of the integration. The settings area will also give you direct access to the chat bot, and I will explain more about that later. Open the Dynamics 365 app in Teams In settings you choose what environment you are showing, and the app. The App has to be UI app for it to show. Because… Continue Reading Thomas Sandsør’s...

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Dynamics 365 – Teams Configuration
May08

Dynamics 365 – Teams Configuration

The configuration of the client is pretty straight forward. A typical office product, and that is a good thing:) FYI, it does not install a solution file within Dynamics, and I like that a lot… Never been a fan of the overcrowding of solution files (Hint hint portals.. hehe). Start på opening the system settings from Dynamics and locating the “Enable Dynamics and Teams integration”…. Continue Reading Thomas...

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Dynamics 365 + SharePoint. Why is this still an problem?
May06

Dynamics 365 + SharePoint. Why is this still an problem?

Microsoft has used words like “seamlessly” integrated when speaking about Dynamics 365 and SharePoint, and I have hated it since day one. CRM and SharePoint never seemed to get it right, and after a while I feel they just gave up. The current state of the integration is in most cases utterly useless. Larger companies The larger companies will require scalability and security. The… Continue Reading Thomas...

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Simple Sales Demo
May03

Simple Sales Demo

We all have different ways of demonstration the product, so I chose to create a video showing how I demonstrate in the simple sales presentations. I have only focused on the core essentials in sales during this demonstration. Continue Reading Thomas Sandsør’s Article on their blog

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CDS vs Dynamics Connector Power Platform
Apr23

CDS vs Dynamics Connector Power Platform

There are several discussions regarding the use of CDS connector VS the Dynamics connector in the Power Platform. Recently I have been updating my knowledge a lot on PowerApps, PowerBI and Flow. The odd thing is that these environments behave quite different even thought they are so closely connected in regards to connectors. how much longer will they co exist, and why are they even… Continue Reading Thomas Sandsør’s...

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Dynamics 365+ To-Do = LOVE
Apr11

Dynamics 365+ To-Do = LOVE

There are several To-Do type programs out there, and everyone seems to have their own preference to what is the best tool to use. I will argue why To-Do is the best one for Microsoft users, and why Dynamics and To-Do now makes sense. A video of To-Do if you are not familiar with the application: I use To-Do as a tool in my every day work with Outlook and Dynamics. For this to work… Continue Reading Thomas Sandsør’s Article...

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The art of creating relevant demo data
Apr08

The art of creating relevant demo data

If it is one thing I have learned throughout the years, it has been to produce relevant demo data. Whatever you do, NEVER use data with the name “test”. The second a potential customer doesn’t relate to your presentation, they will loose focus. Try to understand your customer before demo, and ask them to give some names of companies and products they sell. In the beginning your demo might… Continue Reading...

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Day 3 Amsterdam 2019
Apr05

Day 3 Amsterdam 2019

Ryan Maclean – Workflow Booster Packs Ryan is from Scotland, and I couldn’t stop thinking about Breavheart while he was presenting early Friday morning.. Jokes aside, Ryan delivered a great session in the world of a functional consultant. One problem we always have is that we want to solve plugin related issues, but we can’t code. That is why we have these WF tools that give us… Continue Reading Thomas...

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Day 2 Amsterdam 2019
Apr04

Day 2 Amsterdam 2019

Malin Martnes – How Talent digitizes HR So I shouldn’t really write anything here because I am far to bias… hehe. Malin did a great job presenting a new product from Microsoft called Talent. Talent itself originates from Dynamics AX, but has been refurbished and made a lot better. The main pieces here are Attract, Onboard and Core HR. each plays vital roles in onboarding new talents,… Continue Reading Thomas...

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Day 1 Amsterdam 2019
Apr03

Day 1 Amsterdam 2019

Keynote Keynotes are always a tough thing to evaluate. Often you see the CEO of a company or other higher management entering the stage to talk about all of the amazing things going on. Often the topics can be high level CEO to CEO content, leaving the room of “tekkies” left with nothing to be excited about. During the User Group I felt the combination of tech and CEO material was well… Continue Reading Thomas Sandsør’s...

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Virtual Assistant replacing CafeX
Apr01

Virtual Assistant replacing CafeX

During the recent User Group in Amsterdam Microsoft was showing off the Virtual Assistant that uses flow type logic to build a great Chat experience for your web pages. One thing that caught my eye was a little button on the top right corner of the Dynamics screen. This is all taken from a demo Microsoft showed at the User Group, so I don’t have the live environment personally yet. If… Continue Reading Thomas...

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Power BI RLS report for Dynamics 365
Mar27

Power BI RLS report for Dynamics 365

RLS stands for Row Level Security and is a function within Power BI used to securely manage what the users see. I am reusing the steps from the Power BI embedding blog, and continuing with the same dataset to define RLS. We start the process in Power BI for Desktop. Open the same report, and then navigate to Modeling and Manage Roles. This brings up a DAX console, and I… Continue Reading Thomas Sandsør’s Article on their...

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Dynamics 365 autonumber now available in PowerApp config
Mar26

Dynamics 365 autonumber now available in PowerApp config

The API approach has been available for a long time, but now the autonumber is available through the config. Jonas Rapp’s autonumber solution in XrmToolbox has been absolutely one of the best tools for this purpose so far, and not we might not need it any more. I belive the first release is missing some of advanced options that Jonas has, but it might work for most of us. This is the… Continue Reading Thomas...

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Dynamics 365 force classic mode from admin panel
Mar25

Dynamics 365 force classic mode from admin panel

I know we are supposed to use the UI, but it’s not ready for all purposes yet. Therefore it is nice to know that you can force the classic view for a little while longer. If for some reason you can’t use this approach, you can also change the URL like Jamie Bowman mentions here Power platform admin center No Description Open Environment and then behavior and change the...

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Power BI embed to Dynamics 365 form with filtering
Mar24

Power BI embed to Dynamics 365 form with filtering

There have been several post about this topic before, but this one is the only way I got it to work. Rasmus wrote about this a few weeks ago, and I am using most of his code. Ida was also early out mentioning this possibility, but I just couldn’t get it all to work before now. Big thank you to Jeroen Vos for BI assistance:) Bear in mind that I had to start from scratch here to make sense of… Continue Reading Thomas...

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Power BI embedded dashboard Dynamics 365
Mar23

Power BI embedded dashboard Dynamics 365

Download Power BI Desktop https://powerbi.microsoft.com/en-us/desktop/ and login to the Power BI with your credentials. Then download the content pack file for Power BIhttps://docs.microsoft.com/en-us/dynamics365/customer-engagement/analytics/customize-power-bi-content-packs Open the .pbix file in Power BI desktop, and it should look something like this If for some reason the… Continue Reading Thomas Sandsør’s Article on...

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Power BI starting a trial
Mar22

Power BI starting a trial

If you don’t have a demo account in O365, start here. The description is for Dyamics 365, but you end up with a Office 365 and Dynamics 365 demo data. Navigate to Office.com and open the admin center. Open Subscription Find the Power BI PRO and start a trial Remember to add the license to the user before you continue. Remember to add the Power BI license to the user Continue Reading Thomas Sandsør’s Article on their...

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Fix – Power BI Sales Analytics data for Dynamics 365
Mar22

Fix – Power BI Sales Analytics data for Dynamics 365

Problem There is something wrong with the BI content pack for Dynamics 365. It might be my setup, but this is what I have to do before demos to fix the connection problem. The issue is related to the content pack filters locked. So after completing the setup you will se an almost blank BI dataset. I haven’t figured out why, but figured out a way around. Solution I will go… Continue Reading Thomas Sandsør’s Article on...

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Dynamics 365 VOC end of life
Mar20

Dynamics 365 VOC end of life

Dear VOC,Thank you for services provided, but you have been replaced with a younger and more exciting model. During a call today Microsoft made it quite clear that you should start the transition to FormsPro. On the questions regarding what we do with existing customers, the answer was pretty clear “you should transition”. The one thing that I did think was a little strange was the… Continue Reading Thomas...

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Track categories soon available to activate in admin panel!
Mar19

Track categories soon available to activate in admin panel!

We all miss the awesome CRM tracking image. Why they removed it I will never know. from powerobjects Then they replaced it with the odd type of tracing based on category. Anyway, you need to use the OrgDB settings tool to activate this, but soon this will be arriving to www.admin.powerplatform.microsoft.com Not clear to say when though. Info on webpage is only “soon”

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App for Outlook not supported in newest OWA
Mar18

App for Outlook not supported in newest OWA

If you can’t find the Dynamics tracking app in OWA you are not alone. It is simply not supported (yet). Not quite sure why. As you can see in the pictures below, I have one with the new OWA and the other with the old OWA New OWA Old OWA Top view new OWA, Bottom old OWA Continue Reading Thomas Sandsør’s Article on their blog

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