Treemap Bar Chart in Microsoft Power BI
May24

Treemap Bar Chart in Microsoft Power BI

In this video, I’ll use a new custom visual called the Treemap Bar Chart.  It’s like the baby of the Clustered Column Visual and the Treemap Visual.  This was created by MAQ Software. https://maqsoftware.com/

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Line Chart Formatting in Microsoft Power BI
May22

Line Chart Formatting in Microsoft Power BI

 In this video, I demonstrate formatting the Microsoft Power BI Line Chart visual.  

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How to set a longer password on Office 365 – JenKuntz.ca
May21

How to set a longer password on Office 365 – JenKuntz.ca

This is a belated #TipTuesday, posted a day later than usual! Recently, support for longer passwords in Office 365 was announced but oddly enough, in some places the password change dialog boxes still limit you to 16 characters. Here’s how I worked around this. Standard “password reset” feature – 16 char limit Here’s a screenshot of a password reset window in my Office 365… Continue Reading Jen Kuntz’s Article on their...

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Link Anonymous Forms Pro Survey Responses To Records
May21

Link Anonymous Forms Pro Survey Responses To Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to… Continue Reading Megan V. Walker’s Article on...

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Creating DAX Measures in Microsoft Power BI
May20

Creating DAX Measures in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function to create a Measure.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin % := SUM(‘Sales Line Items'[Gross Margin]) / SUM(‘Sales Line Items'[Total Sales])

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Adding the Fields to a Visual’s Tooltips in Microsoft Power BI
May17

Adding the Fields to a Visual’s Tooltips in Microsoft Power BI

In this Video, I’ll show you how to add fields to the additional information, called “Tooltips”, in a Microsoft Power BI visual.  

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Adding the Q&A Visual in Microsoft Power BI
May15

Adding the Q&A Visual in Microsoft Power BI

In this Video, I’ll add a Q&A Visual to my Microsoft Power BI Desktop Report.  This visual uses Microsoft Bing “Natural Query Language” technology.  This is just a fancy way to say, you ask it a question, and you’ll get an answer back in the form of a visual.  

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Creating Custom Email Templates In Forms Pro
May14

Creating Custom Email Templates In Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. When sending out emails for things like a case closure, or any time you wish to request feedback from your customers, you want to make sure those emails are in line with your companies brand guidelines. You can do this with Forms Pro email templates, although it might not be immediately… Continue Reading Megan V. Walker’s Article on...

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SQL Alerts with HTML email body – JenKuntz.ca
May14

SQL Alerts with HTML email body – JenKuntz.ca

Today’s #TipTuesday is a bit different from my normal type of post. In the course of monitoring some integrations, I had wanted to change the emails I get when there were issues. What I inherited was email alerts with attachments, without any data that I could use as an Outlook filter to tell me if something was ok or not. I had to open the attachment to see if there were errors. I… Continue Reading Jen Kuntz’s Article on...

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Creating DAX Columns in Microsoft Power BI
May13

Creating DAX Columns in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function to create a column.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin = ‘Sales Line Items'[Total Sales] – ‘Sales Line Items'[Total Costs]

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In search of the perfect credit card – JenKuntz.ca
May12

In search of the perfect credit card – JenKuntz.ca

A few months ago, I started re-evaluating the credit cards I was using, and checking into the benefits they offer. I was planning a big trip and have never really paid attention too much to the benefits other than the basic rewards they offer (cash back or travel points in various programs etc.). I knew friends who had used some of the warranty extension kinds of benefits, but that’s… Continue Reading Jen Kuntz’s Article...

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Send Surveys To A D365 CE View

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. A really cool feature in Microsoft Forms Pro is the ability to send out surveys to a view from Dynamics 365 Customer Engagement. So consider an event or webinar you have held, and you want to send out a survey to them… Continue Reading Megan V. Walker’s Article on their...

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SmartList stuck on My Reports pane – JenKuntz.ca
May08

SmartList stuck on My Reports pane – JenKuntz.ca

Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post on the Microsoft Dynamics community forum and someone asked me if I… Continue Reading Jen Kuntz’s Article...

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Adding Forms Pro Survey Entities To A D365 App
May07

Adding Forms Pro Survey Entities To A D365 App

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you’ve been using Microsoft Forms Pro, you will know that you can review the question responses associated with each survey directly within the site. But where are those answers actually going? How can you find them, and to be more exact, where can you find them within Microsoft Dynamics… Continue Reading Megan V. Walker’s Article...

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Forms Pro Multilingual Surveys – Megan V. Walker
May02

Forms Pro Multilingual Surveys – Megan V. Walker

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. For any organisation, providing content and communication to your customers in the right language is important. Microsoft Forms Pro provides the option to create multilingual surveys. If you create your survey using… Continue Reading Megan V. Walker’s Article on their...

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Originating fields in SmartList – JenKuntz.ca
Apr30

Originating fields in SmartList – JenKuntz.ca

Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what you may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain circumstances, you will be able to extract *some* subledger information from your G/L to supplement your account analysis. What are they? Here are some of the… Continue Reading Jen Kuntz’s Article on their...

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Using Emojis In Forms Pro Surveys
Apr30

Using Emojis In Forms Pro Surveys

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Ever since writing about using Emojis in Optionsets, it’s been something that I check out in each new area of the Microsoft PowerPlatform I dig in to. So…. it had to be done with Microsoft Forms Pro too. Can they be… Continue Reading Megan V. Walker’s Article on their...

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Forms Pro Branching Rules – Navigate To URL
Apr25

Forms Pro Branching Rules – Navigate To URL

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once a survey has been completed, the default ‘thank you’ is displayed within Microsoft Forms Pro. This might be fine, but if you want to have a more complete process, and keep your customers or participants engaged, how about sending them to your website and to a specific page instead?… Continue Reading Megan V. Walker’s Article on...

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Forms Pro Branching Rules – Chained Surveys
Apr24

Forms Pro Branching Rules – Chained Surveys

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. It’s possible you may want to collect data from a customer, but not all from within the same survey. Forms Pro has a way to link feedback requests together using ‘chained surveys’. For example, at the end of a survey… Continue Reading Megan V. Walker’s Article on their...

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eConnect Distributions: Double Trouble? – JenKuntz.ca
Apr23

eConnect Distributions: Double Trouble? – JenKuntz.ca

Today’s #TipTuesday post is yet another integration-related post. In my case, it’s about Payables Transaction Entry and distributions doubling up. This tip will (or should) also hold true for other eConnect nodes that have optional GL distributions as most behave in the same default manner I describe below. I was building a Payables Transaction integration for the first time in a… Continue Reading Jen Kuntz’s Article on...

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Forms Pro Branching Rules – Show & Hide
Apr23

Forms Pro Branching Rules – Show & Hide

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once we have a Microsoft Forms Pro survey up and running, one way to make it more interactive and dynamic is to use branching rules. These rules allow conditions to be set on fields, and in the simplest way just show or hide fields based on values in another field. In this post we will look… Continue Reading Megan V. Walker’s Article...

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Add Personalisation To Form Pro Survey
Apr18

Add Personalisation To Form Pro Survey

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. We’ve got our survey set up, and we have an email that’s sent once a case is closed. Great that we can add their first name to personalise it a bit, but how about providing more details on which case the survey is referring to? What about showing which Support Rep helped them so they know… Continue Reading Megan V. Walker’s Article on...

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SmartConnect, Variables & Quotes – JenKuntz.ca
Apr17

SmartConnect, Variables & Quotes – JenKuntz.ca

Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and next week’s tip, are all coming out of some things I ran into today that gave me some great topics to share! Woohoo! This tip is about eOne Solutions’ SmartConnect again, and while I am integrating into Dynamics… Continue Reading Jen Kuntz’s Article on their...

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Send Forms Pro Survey On Case Closure
Apr16

Send Forms Pro Survey On Case Closure

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the most common reasons for sending out a survey request, is for the customer services team to get feedback upon the closure of a support case or ticket. Using Microsoft Forms Pro, we can have an email triggered once a case is closed in Dynamics 365 CE (CRM) using a mixture of an email… Continue Reading Megan V. Walker’s Article...

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KRM: Kylie’s Research Management: May 2019 Events
Apr13

KRM: Kylie’s Research Management: May 2019 Events

There are several great events happening in the next few weeks where you can meet #CRMUGDC the Monkey. Make sure you save the date and get registered! CRMUGDC Q2 Chapter MeetingMay 15, 8:30am-12:30pm Location: Microsoft Chevy Chase Speakers Geoff Ables: Designing Customer Engagement Processes Nelson Johnson: Power BI for Beginners Kalpana Sivanandan: Microsoft Teams Introduction Get all the… Continue Reading noreply@blogger.com...

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Object reference not set to an instance of an object – JenKuntz.ca
Apr09

Object reference not set to an instance of an object – JenKuntz.ca

Today’s #TipTuesday is about one of the many things this error message could relate to, and it’s in the context of Dynamics GP and SmartConnect/eConnect integrations (not development, where it can also occur regularly for many other reasons). This error came up when I was attempting to preview my data in the Data Source section of the SmartConnect map and I couldn’t move past it… Continue Reading Jen Kuntz’s Article on...

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Creating A Simple Quiz With Microsoft Forms
Apr09

Creating A Simple Quiz With Microsoft Forms

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Microsoft Forms Pro provides you with two options when creating a form. You can either create a Survey, or you can create a Quiz. The Quiz is part of the original Microsoft Forms offering. If you haven’t used it before, hopefully this blog will help as it looks at how to create a simple… Continue Reading Megan V. Walker’s Article on...

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KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned
Apr07

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned Improve Game Night with the Power Platform: Lessons Learned For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Canvas PowerApp
Apr06

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Canvas PowerApp

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create a PowerApp I can run from my phone. I will search for the game to view details and then add a new rating for played games. This… Continue Reading noreply@blogger.com...

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KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Power BI
Apr05

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Power BI

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My goal is to make a magical list that will update based on some slicers so we can eliminate options that do… Continue Reading noreply@blogger.com...

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KRM: Kylie’s Research Management: Improve Game Night with PowerApps: Data Import
Apr04

KRM: Kylie’s Research Management: Improve Game Night with PowerApps: Data Import

As you may know, I am trying to learn more about PowerApps by creating an application to help with board game selection in my household. We have already set up the entities. Next is the data import then we will use PowerBI and create a PowerApp. Since all of our fields are there we can import our data now. We already have the data in a consistent format (remember it was an export from… Continue Reading noreply@blogger.com (Kylie...

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Creating Surveys Using Microsoft Forms Pro
Apr04

Creating Surveys Using Microsoft Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will… Continue Reading Megan V. Walker’s Article on...

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KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Data Structure
Apr03

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Data Structure

As you learned yesterday, I wanted to learn about PowerApps and decided to do this by improving the game night board game selection process. As a prerequisite for this learning experiment I exported our board game library from BoardGameGeek (to be honest, most of this was my husband’s idea and he maintains this list which he exported for me). Now it’s time to get started with the “easy”… Continue Reading...

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Kylie’s Research Management: Improve Game Night with the Power Platform: Intro
Apr02

Kylie’s Research Management: Improve Game Night with the Power Platform: Intro

I have been wanting to learn more about PowerApps and Flow for some time but have been waiting to think of the best way to handle this. This week is the best time to learn since it is the Power Platform World Tour in Washington, DC.  I wanted to work through a scenario that would help me put together and learn so many new tools available for Dynamics 365. So I came up with this scenario for… Continue Reading noreply@blogger.com...

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Fixed Asset Labelling – JenKuntz.ca
Apr02

Fixed Asset Labelling – JenKuntz.ca

Today’s #TipTuesday comes about from a question on the GPUG forum about Asset tags and an issue a user was having with asset numbering not tying back to the asset tags (getting out of sequence I believe was the issue). This isn’t about that specific piece but a more general tip around Asset ID numbering vs. Asset tagging and use of the Asset Label field. There is no right or wrong… Continue Reading Jen Kuntz’s Article on...

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Don’t ‘Stay In Your Lane’
Apr02

Don’t ‘Stay In Your Lane’

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Last week I was lucky enough to be able to attend the User Group Summit event in Amsterdam. Not only that, I had a session that I presented all about Power BI (you can see it here in video format if interested in that kind of thing!). So, what do I know? Primarily, I am a CRM girl…. Continue Reading Megan V. Walker’s Article on their...

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Sometimes the Problem is You
Mar30

Sometimes the Problem is You

There has been an odd issue going on in my implementation for the last several months. With the help of Microsoft support, we solved the issue this week! However, the solution is very embarrassing because it was a self-made problem (I guess most of them are). But maybe my failures will help others so here goes! The Problem Towards the end of October, users started reporting that they were… Continue Reading noreply@blogger.com...

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Using Power BI to Create A Visual Overview of Your Customers
Mar28

Using Power BI to Create A Visual Overview of Your Customers

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. On Thursday March 28th I spoke at the User Group Summit event in Amsterdam. My session was all about Power BI and helped attendees ‘Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive… Continue Reading Megan V. Walker’s Article...

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Mass-uploading MVP contributions – JenKuntz.ca
Mar27

Mass-uploading MVP contributions – JenKuntz.ca

You can file this under “better late than never”! Our annual deadline is coming up very quickly, as March 31st is the last day you can enter contributions if you are up for renewal in July 2019. For most of us, that is a 1 year period of April 1st to March 31st but with the monthly MVP awards, there are some who have a longer than 1 year first period before renewal. I know I had a… Continue Reading Jen Kuntz’s Article on...

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SmartConnect Define Company – JenKuntz.ca
Mar27

SmartConnect Define Company – JenKuntz.ca

Today’s #TipTuesday is actually a tip for those Dynamics GP customers using eOne Solutions’ SmartConnect. Do you have a situation where you want your users to select which company to integrate into themselves, instead of defining a single company on a map? Well, you can… and what I’ll show you also opens up the possibility of integrating to multiple companies in one map, if you… Continue Reading Jen Kuntz’s Article on...

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User Group Focus 2019 Recap
Mar25

User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip! I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to XrmToolBox which taught participants how to use it and we… Continue Reading noreply@blogger.com...

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Using Font Awesome To Improve Your Portal Users Experience
Mar20

Using Font Awesome To Improve Your Portal Users Experience

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something… Continue Reading Megan V. Walker’s Article on...

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D365UG/CRMUG – Presentation in Nottingham
Mar19

D365UG/CRMUG – Presentation in Nottingham

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. There is so much buzz going on about the Summit event in Amsterdam next week, and I can’t wait to present there. However, I’m now looking at the week after, and getting ready for my presentation at the very first D365/CRMUG happening in Nottingham on Thursday April 4th! It’s been… Continue Reading Megan V. Walker’s Article on their...

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Mass Update CPY Basic Personal Exemption – JenKuntz.ca
Mar19

Mass Update CPY Basic Personal Exemption – JenKuntz.ca

Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption amounts or that somehow the wrong amounts are in there. So, today’s #TipTuesday is a… Continue Reading Jen Kuntz’s Article on their...

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What’s included in those SQL rpt roles? – JenKuntz.ca
Mar12

What’s included in those SQL rpt roles? – JenKuntz.ca

Today’s #TipTuesday is a security tip to help you identify what exact permissions the SQL fixed database roles have, that start with rpt*. If you’re granting access to some of your windows users or groups, you want to know what they can get into, right? The purpose behind the rpt* roles is generally for SSRS (SQL Reporting Services) reports that ship with Dynamics GP since users… Continue Reading Jen Kuntz’s Article on...

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Adding Documents To Portal Messages
Mar12

Adding Documents To Portal Messages

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post, I walked through adding a portal inbox and messaging process. This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include… Continue Reading Megan V. Walker’s Article on...

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KRM: Kylie’s Research Management: Dynamics Journey
Mar10

KRM: Kylie’s Research Management: Dynamics Journey

KRM: Kylie’s Research Management: Dynamics Journey Dynamics Journey As I talk to other people in the Dynamics 365 space, I am always surprised with the number of people who just “fell in” to their position (or sometimes were unwillingly pushed in). I am no exception. I thought it might be beneficial for others to… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

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Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca
Mar05

Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca

Today’s #TipTuesday is too late for 2018 filings but hopefully those this applies to will file it away for next year. The post is as a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file for multiple employers. TL;DR version: it does that out of the box although the UI doesn’t make it seem… Continue Reading Jen Kuntz’s Article on...

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Create A Portal Inbox & Messaging Process
Mar05

Create A Portal Inbox & Messaging Process

[This post has multiple pages. Navigate here: 1 2 3 4] Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you log in to any social media platform you’ll see a red notification badge telling you how many unread messages you have. We don’t have this in the Microsoft Dynamics Portal by default, but with a little effort we can create this, and… Continue Reading Megan V. Walker’s Article...

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Fun with XML, the end – JenKuntz.ca
Mar04

Fun with XML, the end – JenKuntz.ca

(At least I hope it’s the end, LOL!). Here are the various parts to my mini-series so far, which is the story behind all of this (part 1), the technical deep dive into the SQL query (part 2), a bit about namespaces in the FOR XML (part 3) and finally a bit about validating an XML file against an XSD schema (part 4). So, what is this post about? This is taking a step back to describe… Continue Reading Jen Kuntz’s Article on...

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