Business Unit Name Change
Nov11

Business Unit Name Change

Something small, but yet useful. Thank you Tanguy for the tip As you probably figured out the Default Business unit name is something you can’t change OOTB after you have created a CRM/Dataverse environment. If you are not careful when creating a new environment the org name will be set for you, and that is also when the Business Unit Name is set. This can result in the following… Continue Reading Thomas Sandsør’s...

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Power Apps Pay As you GO!!💸
Nov03

Power Apps Pay As you GO!!💸

When Microsoft introduced Azure for the Microsoft public, it was a new way of thinking. We were suddenly paying for what we needed and when we needed it. Amazon had been there for a long while, but for Microsoft customers this was a new way of thinking. After a skeptical start, this model has really become somewhat of a system standard. As of today Power Platform will be available on Azure… Continue Reading Thomas...

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Dynamics 365 Sales Adaptive Card🚀
Sep16

Dynamics 365 Sales Adaptive Card🚀

Doesn’t matter how many times you tell a salesperson that input of data is important. They will always ask you what’s the output that I can look forward to. A few years back I remember gamification being important, but you normally need high volume of sales + many sales reps for it to be any fun. So in the constant pursuit of having some fun with sales I managed to find a new way of spreading… Continue Reading Thomas...

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Dynamics 365 App for Outlook button
Sep08

Dynamics 365 App for Outlook button

Tiny blog for a tiny button This is only relevant if you have users that work in Outlook Web. Every now and then I do encounter a few Apple users that prefer the Outlook Web, even though it works well with Outlook for Mac. Outlook client If you use the Outlook client you know the button from the ribbon. Click the button do load the client. Outlook Web. OOTB the Dynamics… Continue Reading Thomas Sandsør’s Article on their...

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🚨Update🚨 Automatic record creation rules NOW!
Aug16

🚨Update🚨 Automatic record creation rules NOW!

If you are using email to case, SLA or any Automatic Record Creation in classic you really need to update your rules ASAP to the new UI. I can’t seem to fin the message in the make.powerapps.com, but it’s one of the first messages that appear when opening the classic editor in solutions. This post is not going to comment the pros/cons of the old vs the new. I will have to come back… Continue Reading Thomas...

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SSIS – Dataverse for Teams DV4T
Aug03

SSIS – Dataverse for Teams DV4T

Earlier I wrote about connecting SSIS to Dataverse for Teams. At the time of writing the article it was not possible to connect to DV4T via KingsWaySoft and SSIS. Dataverse for teams DV4T – Exploring Data Migration – CRM Keeper I wrote about the theme because I still think it is highly important to merge some data to DV4T in some business scenarios from a Dataverse table. DV4T is… Continue Reading Thomas Sandsør’s Article...

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The rise of the Galleries🌌
Jul06

The rise of the Galleries🌌

By now I hope most people know the https://pcf.gallery (run by Guido Preite). A great page for sharing community components (PCF) and exposing awesome contributions to the rest of the world. What I like about the PCF Gallery is the simplicity of the site only being about PCF components. This is why I asked Guido if we could create a similar site for other components regarding the Power… Continue Reading Thomas Sandsør’s...

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Dynamics 365 Case add new contact missing
Jun01

Dynamics 365 Case add new contact missing

Recently I had this happen twice without really knowing why. The add new contact button was missing on the case form. In the old UI it was present, but in the new UI it was gone. Problem Luckily support found out that this is caused by the contact field containing some old “metadata”. All you have to do is remove it and add it back. FIX As you see here we have added the… Continue Reading Thomas Sandsør’s...

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Dynamics / Dataverse Environment Variables in Power Automate
May18

Dynamics / Dataverse Environment Variables in Power Automate

There have been several posts on the environment variables, but I think Microsoft just released a pretty GREAT update recently. I honestly don’t have a clue when this function was released, but it made my day a LOT easier:) Basics When moving solutions from system A to system B we often have hardcoded values in workflows/flows/javascripts etc. These cause problems because the fields… Continue Reading Thomas Sandsør’s...

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Power Automate – finding Dataverse environment URL
May11

Power Automate – finding Dataverse environment URL

There are many ways of getting the current environment URL, but this is the quick and dirty version of doing just this Next week I will post about Environment variables as I know this is a possible approach that is better. The intention about this blog is to show how to use Json to parse just a small part of an action body to get what you want exposed. Power Automate So this… Continue Reading Thomas Sandsør’s Article on...

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Dynamics 365 Teams Document Locations – Where art thou?🤷‍♂️
May04

Dynamics 365 Teams Document Locations – Where art thou?🤷‍♂️

Even though we all wish it wasn’t so, Document Locations still rule the integrations between Dynamics 365 and SharePoint. I’m not saying that I have a better idea what would be a smarter way of solving it, but it all seems a bit “2011” ish. Last week I encountered a problem with the Document Locations for Temas, and I was surprised when I couldn’t find them in the Document Locations at… Continue...

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Dynamics 365 + Teams integration error
Apr27

Dynamics 365 + Teams integration error

Recently ran into a problem with the Teams integration OOTB, where the integration continuously threw an error after connecting the Dynamics record to the Teams. This is a pretty Vanilla environment, so I couldn’t quite figure out what was wrong. I obviously could see that the URL was wrong, but I didn’t understand WHY it was wrong.

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Dynamics / Power Apps + Office App Launcher
Apr20

Dynamics / Power Apps + Office App Launcher

Launching a new app or launching a new CRM system always leaves the users with the same question. Where do I find the application? At first I didn’t really understand the question, because I thought it was natural to bookmark the URL to your application ie https://www.company.crm4.dynamics.com/***** etc. Eventually I realized that most users are actually using the waffle menu in office 365… Continue Reading Thomas...

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Dynamics 365 form or advanced find images error
Apr13

Dynamics 365 form or advanced find images error

This post is almost not relevant any more due to the fact that we all will be pushed into the make.powerapps experience in “the fullness of time”, but I will still be using the classic viewer for the foreseeable future From time to the images can get distorted due to unknown reasons. This is not a big deal as the buttons still work, but can be annoying for the users. You might have seen… Continue Reading Thomas...

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ACDC 2021 – Final delivery
Mar10

ACDC 2021 – Final delivery

My last post described the ACDC hackathon and what it’s all about, but this post is what our company ended up delivering for the Arctic Cloud Developer Challenge after 2 1/2 days of pure geeking Meet the Team Area: Microsoft 365, SharePoint, Developer, Power Apps Areas: Dynamics 365, Power Apps, Developer, Areas: Microsoft 365, Azure, Developer Areas:… Continue Reading Thomas Sandsør’s Article on their blog ACDC 2021...

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ACDC 2021 – Hackathon summary
Feb11

ACDC 2021 – Hackathon summary

WOW… Simply WOW. It’s the best way to summarize this years hackathon. Normally this 3 day hackathon is situated in the beautiful hill of Holmenkollen, but this year we were forced to go online for obvious reasons. One little difference we did do was to open up for teams to gather locally at their companies offices. This way we could add a social factor within safety regulations without… Continue Reading Thomas...

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DataFlows – Customer lookup fix🔨
Jan06

DataFlows – Customer lookup fix🔨

I have allready posted about the Customer Lookup, but there is a bug ATM that will prevent you from setting the customer lookup correctly. Luckily Microsoft has provided us with a workaround while they figure out how they wan to support polymorphic lookups like Customer in dataflows The Problem When trying to map customer lookup you won’t be able to see the correct lookup in the… Continue Reading Thomas Sandsør’s...

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DataFlow – Merge Queries (aka Join Tables)
Nov25

DataFlow – Merge Queries (aka Join Tables)

A long while Back Carina Claesson wrote about joining data with DataFlows. I had created a dataflow with 2 tables and used a specialized “behind the scenes” connecting several “CRM Keys” together. It was a little buggy, so I thought I would give it a try to follow her blog: Combining information from multiple data sources with Power Platform Dataflows – Carina M. Claesson… Continue Reading Thomas...

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Dynamics 365 Storage Changes coming your way
Nov17

Dynamics 365 Storage Changes coming your way

A while back I posted my worries about storage and the DB being eaten up by system tables that we as consultants can’t do anything about. Have you checked you storage lately? I created an Idea in the hope that we could come together as a community and make a change, and they have listened!:) <a… Continue Reading Thomas Sandsør’s Article on their blog Dynamics 365 Storage Changes coming your way A while back I...

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Dynamics Relevance Search just got relevant 🙌
Nov03

Dynamics Relevance Search just got relevant 🙌

MAAAAAASIVE update in the search experience for Dynamics, and I am extremely excited about it. The global search has received a major face-lift and is now looking really good. I personally never used the old relevance search, because I thought it looked bad and was confusing for the end customer. OLD Search My customers personally fond this search confusing when the database… Continue Reading Thomas Sandsør’s Article on...

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Dynamics HR + CDS
Oct23

Dynamics HR + CDS

This is not the average Dynamics CRM post, but I was challenged by Malin Martnes to see if we could integrate the competency part of of Dynamics HR with Customer Engagement. The reason we wanted to look into the matter was because we thought it would be really easy!!! Turns out we were wrong.. hehe The first thing we did was figuring out what tables were accessible in the CDS integration…. Continue Reading Thomas Sandsør’s...

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Dynamics 365 – Rich text editor
Oct13

Dynamics 365 – Rich text editor

Thanks to my good friend Rasmus he pointed out that wave 2 is announcing a PCF component for rich text editing. I had to try it out see what it actually was. After adding the multiple lines field to the form, I added a few examples. Regular Text, Color Text, link to a site, and image via Copy/Paste Definitely cool to see that we now can store Ritch Text with images in CRM…. Continue Reading Thomas Sandsør’s Article on...

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Microsoft MVP ❤
Oct01

Microsoft MVP ❤

After 13 years of Dynamics 365 (CRM) I can finally say that I am a Microsoft MVP I had no idea this would mean so much to me, but it really really does!! The amount of work behind this title is just overwhelming, making me respect the existing MVP’s even more. I am so proud to be a part of a unique community where sharing the knowledge is the most important thing you do. A community… Continue Reading Thomas Sandsør’s...

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Project Oakdale (CDS Lite) – Exploring Data Migration
Sep26

Project Oakdale (CDS Lite) – Exploring Data Migration

I will keep calling it CDS Lite in the smallest hope that this one day might get the name CDS Lite. It just makes perfect sense to give it a name like this. Allright, enough about the hope for a better naming future… I know the system is only in preview and many things will change in the next months, but I thought I would give it a go at importing data from CDS to CDS Lite. I had no idea… Continue Reading Thomas...

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Dynamics 365 Customer Service in 1 hour or less ⏰
Sep15

Dynamics 365 Customer Service in 1 hour or less ⏰

Did you know that it is possible to setup a fully functional Customer Service installation in less than one hour? I am proud to present all 3 parts1. The community solution – Download2. The Video for installation3. The Video for demonstrating the product I have put a lot of hours into this configuration, because I wanted other consultants to see how nice and easy Customer Service could… Continue Reading Thomas...

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New Email Signature in preview. Is it really an upgrade? 🤷‍♂️
Sep01

New Email Signature in preview. Is it really an upgrade? 🤷‍♂️

In the preview for release wave 2020 2 Microsoft is moving the signature to UI. While doing this, they have the possibility to brush up on some old tech. Almost every piece of the old Dynamics moved over has had been given at least a small upgrade, of not a total overhaul. If you want to read about my take on signature in Dynamics, head on over here. Limitations of the old signature:1…. Continue Reading Thomas Sandsør’s...

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Dynamics 365 Field Service – Simple example
Aug17

Dynamics 365 Field Service – Simple example

This weekend I was so fortunate to talk at the Field Service BootCamp. I have tried to design the Field Service solution to be as simple as possible. I remove most of the logic from view, but keep the essence of the process. What do you think? Check out the recording from my session here: Continue Reading Thomas Sandsør’s Article on their blog Dynamics 365 Field Service – Simple example This weekend I was so fortunate to...

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Dear MS Could you please just fix the following? Pretty Please🙏🥰
Aug12

Dear MS Could you please just fix the following? Pretty Please🙏🥰

I love the new UI and the new timeline, but there were some choices made that never made sense. Specifically the navigation elements on the timeline. This is a OOTB case with a timeline. I want to open one of the emails to view content or reply. Either way I want to OPEN the activity. Let’s click on the Email and see what happens… NOPE… Only the preview of the email. Great… Continue Reading Thomas...

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Dynamics 365 – Customer Service Demo Video
Aug05

Dynamics 365 – Customer Service Demo Video

This video is how I demonstrate the Customer Service solution based on my blog series. I like to keep things simple, but at the same time functional. Please let me know what you think. Stay tuned Next video will be “how to install the solution” from scratch, so you can try it out yourself Continue Reading Thomas Sandsør’s Article on their blog Dynamics 365 – Customer Service Demo Video This video is how I...

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Dynamics 365 Customer Service – The Solution
Jul29

Dynamics 365 Customer Service – The Solution

This is the last post in a long series about Customer Service and Dynamics 365. After several implementations over the years, the following configuration should be a great place to start. Before we get started Fire up a new trial of Dynamics with Customer Service, and add an office 365 trial to the same instance. I will not be going in depth on how to create a trial. Navigate here if… Continue Reading Thomas Sandsør’s...

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What the Flex !?💪
Jul22

What the Flex !?💪

So as of yesterday Common Data Service platform was rebranded to Dataflex Pro. Introducing Microsoft Dataflex, a new low-code data platform for Microsoft Teams The COVID-19 crisis has rapidly changed the way we live and work, and many organizations have shifted to remote work or are implementing a hybrid remote work approach as they reopen physical locations. This post confused me way to much. Nothing seemed to make sense, and the...

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RegardingObjectID Type fix – Flow
Jul21

RegardingObjectID Type fix – Flow

How to fix the RegardingObjectID Type field in FLOW When working with the Current Environment Connector (CDS), you have 2 options for a lookup (Value and Type). For some strange reason only one of them seems to work for me. The Value is obviously the GUID, and the Type is “incidents, accounts, contacts, opportunities etc”. Let’s look at the data: As you see I have values… Continue Reading Thomas Sandsør’s...

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Dynamics 365 Email to case – The New Way
Jul14

Dynamics 365 Email to case – The New Way

Microsoft released a new way to do automatic record creation a few months ago, but I never got around to ckeck it out before now. The most obvious reason for the new release is creating something that is possible use within new UI. Therefore you can only find this in the customer service app at the moment. Heads up At the current moment the new approach doesn’t work, for a contact… Continue Reading Thomas Sandsør’s...

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Dynamics Customer Service form – Simple yet functional
May26

Dynamics Customer Service form – Simple yet functional

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here Before we complete it all I will clean the form a bit. The demo I will be focusing on is the B2B space. If you use the B2C part of support, you might not need any of this. Just continue to the next post:) Before It looks good out of the box, but it doesn’t provide a great amount of… Continue Reading Thomas...

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Dynamics Customer Service – B2B scenario
May19

Dynamics Customer Service – B2B scenario

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here Many years ago Opportunity retired the Customer field and replaced it with Primary Contact and Primary Account fields. Case has not yet done this for reasons I can’t really understand. As you will see in this article we achieve the same result when adding the contact field, but the customer… Continue Reading Thomas...

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Dynamics Email Subject
May12

Dynamics Email Subject

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here Are you as excited as me now that things are coming together?!?! Probably not .. hehe So the title might not sound exciting, but when you combine the work done in earlier posts with the work we will do in this post, you have got yourself a good setup for Email support system…. Continue Reading Thomas Sandsør’s Article on...

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If Gus creates a top 10 PCF components, I hope this one makes it ;)
May07

If Gus creates a top 10 PCF components, I hope this one makes it ;)

If you ever had a problem with navigating between entities for updating data, this PCF component will absolutely save a lot of time. Clement Olivier https://stuffandtacos.azurewebsites.net/@Clement0livier – Twitterhttps://github.com/carfup/PCFControls – download the toolHe created a PCF component for quick updating related entities without having to leave the record. Updating related… Continue Reading Thomas...

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Dynamics 365 Email – HTML Signature and Sender
May05

Dynamics 365 Email – HTML Signature and Sender

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here Every time I setup Customer Service I encounter the same 2 problems.1. I want to send from a QUEUE2. I need to automatically add a signature Am I really the only one having these problems, or are we all doing the same silly tasks every time? Standard Signature OOTB You can enter… Continue Reading Thomas Sandsør’s...

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Dynamics 365 Case Cascading Rules
Apr30

Dynamics 365 Case Cascading Rules

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here The OOTB cascading rules for Case are not optimal for the setup that I like to use. I will try to explain why, and at the same time show what I feel needs to be done for it to work better. Keyword is Parental Relationships that we have to STOP. If you wonder what I am talking about, below is… Continue Reading Thomas...

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Dynamics 365 – Email to Case
Apr27

Dynamics 365 – Email to Case

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here The new name for this function is now called “Automatic Record Creation and Update Rules”. You find it under Service Management in the settings area. Setup I will try to explain why I believe this is the proper way to set it up, even though many of you probably will have a… Continue Reading Thomas Sandsør’s...

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Email Router Tracking – Smart Matching vs Tracking Token
Apr23

Email Router Tracking – Smart Matching vs Tracking Token

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here I am sure there are equally many opinions about the best practice here as there are for the Managed vs UnManaged discussion for solutions in Dynamics. I have my preference, and I hope it all makes sense when I am done with my blog series about Customer Service:) < h2>Why I hate Tracking… Continue Reading Thomas Sandsør’s...

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Dynamics 365 QUEUE setup with shared mailbox
Apr20

Dynamics 365 QUEUE setup with shared mailbox

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found hereI assume you have a Dynamics Environment at this point. Exchange Open https://admin.microsoft.com – login with the credentials you got from the trial, or make sure you are a Global Admin to complete the following tasks. You now have a shared mailbox in Exchange. We will be… Continue Reading Thomas Sandsør’s Article on...

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Dynamics Customer Service Autonumber
Apr16

Dynamics Customer Service Autonumber

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here Why on earth did anyone think that this was a reasonable number to include in Customer Service cases? This number is way to hard to relate to, and too hard to explain why came to be. It has absolutely nothing to do with the Email Tracking Token, leaving the customer utterly confused… Continue Reading Thomas Sandsør’s Article...

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Dynamics 365 Customer Service Team
Apr14

Dynamics 365 Customer Service Team

This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here I prefer to define a team with a security role when i create Customer Service solutions. The idea is that the incoming case is assigned to the Customer Service team. This way it is clear to see what cases are new and not yet assigned. NB! Reassigning Cases to a new user Out Of The Box is… Continue Reading Thomas Sandsør’s...

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Dynamics APP for Outlook has changed… But why?
Apr13

Dynamics APP for Outlook has changed… But why?

I know that change online is imminent, and is continuous. I don’t mind this, but i do mind how it’s done. I would never have noticed this if I had not created a new demo. It is a little annoying that the functionality introduced can’t be put to use in my existing environment. This rant is just because I like to keep things vanilla as long as possible. The changes we see here make it even… Continue Reading...

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Dynamics 365 Customer Service Trial
Apr06

Dynamics 365 Customer Service Trial

There are many guides out there for this exact step. I only recreated this so all the content is on one page under my control. In Private Open a browser in private mode Open Dynamics 365 Trials Click the “Sign up here” !! If you are a customer, click “no, continue signing up”. If you are a partner you should look for different places to create demos. Head on over to… Continue Reading Thomas...

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SSIS – Importing 94,883 contacts to Dynamics/CDS
Mar25

SSIS – Importing 94,883 contacts to Dynamics/CDS

This is a quick guide to the simplest form of SSIS import. I will not cover all of the amazing ETL possibilities you can do with SSIS, because I am not the correct person to set this up:) The background for this post is also trying to learn the differences between DataFlow and SSIS in regards to API stats online. The setup Install BIDS LINK HERE – If you don’t have visual… Continue Reading Thomas Sandsør’s...

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Have you checked you storage lately?
Mar23

Have you checked you storage lately?

I was wondering why my storage had spiked lately, especially because I hadn’t imported any data to dynamics. Dynamics 365 Sales1 Javascript on opportunity1 Button custom on accountDynamics Portals installedDynamics Marketing installed I would say this is a pretty standard CRM without heavy customizations. Portals and Dynamics Marketing are not standard for CRM installations yet, but… Continue Reading Thomas Sandsør’s...

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DataFlow – Behind the Scenes
Mar18

DataFlow – Behind the Scenes

I have been posting a lot from the Data Flow in Power Platform, because I needed to use it internally. So far this tool is extremely interesting, but I am not sure it is 100% clear to me how it all works. This is why i decided to import 94.000 contacts to 1 account, to see how fast/slow it was. I also wanted to monitor how much this affects the API or any other stuff in the CDS/Dynamcis… Continue Reading Thomas Sandsør’s...

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DataFlow – Set Customer lookup
Mar10

DataFlow – Set Customer lookup

I still don’t know if this is local to my tennant, but I have tried in 2 different orgs, and I always get an error with Customer field for Contact. This post is almost identical to the Set Parent Lookup, but there are some differences in the end. Setup Contact I have one Excel file with 6 contacts. They are linked to the account with number 311. The unique identifier I have on contact… Continue Reading Thomas...

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