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Quick tip here, when setting a custom view on a lookup in the form designer: Always ensure that the name attribute is on the view too, even if it wont be displayed. I had noticed that my search results were not working at all when I had typed in...
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Quick tip. I had enabled the TDS endpoint on our customers environment and connected to it via Power BI. I initially was able to view the date fields in a Hierarchy format. This is great for analysis & viewing trends over the various date rang...
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Quick tip in this blog post. I love Canvas Apps with how they can simplify a usually 'clicky' process in a model-driven app and as such, I look to implement them and embedd them in model-driven apps where appropriate. Recently, I had embed...
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On a recent customer engagement, we had a requirement where we needed to create an automatic reference code for each SharePoint list item that was created. For this particular scenario, the number didn't need to be incremental, just in a forma...
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Recently, I had a customer requirement to use Stripe for processing event registration payments. I knew that with Dynamics 365 Marketing, you have the ability to use a custom gateway but not much documentation was available on the different implem...
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In the latest update of the Dynamics 365 Marketing solution, when creating a new blank email, you get the options to add layout components:Layout options in Dynamics 365This has been a great new addition that customers have been calling for. It al...
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Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data integrations Manual user entry All of this could result in your names being in...
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When working with canvas PowerApps, you may have a need to have some date ranges set by default. A typical scenario might be where you have 2 date filters and you want to show records that occured between those date ranges. A scenario I had to wor...
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