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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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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