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Portal would not display my changes

You make a change to the portal, such as adding an Entity List, adding a Search bar or adding some...

Enable Repeating Table Header Rows for Repeating Content in Word Templates for Dynamic 365

Microsoft Word is a powerful tool in the Microsoft stack that allows users to create standardized...

“Unable to initialize the native configuration support…” Error after Windows Update

After updating my machine to the latest Windows update (Windows v10.01.18362 as of when this blog...

Connecting to Multifactor authentication enabled organization from XRM Toolbox

Cannot connect to an organization with multifactor authentication enabled using XRM Toolbox and...

How to Load External JS or CSS Files in a PowerApps Component Framework (PCF) Control

The PowerApps Component Framework (PCF) is a powerful framework that gives users the ability to...

Transferring teams across organizations in Dynamics 365

We often have situations where we come across issues while transferring customizations between...

Unified Interface and CRM 4 UI

We recently on-boarded a new customer that is still on CRM 4. That’s not a typo – that’s the last...

Get ready for Dynamics 365 Wave 2

Microsoft recently published the release plan (a.k.a release notes) for the next Dynamics 365 new...

Next Entries »

Dates in Dynamics 365 and Power Apps

by Chris Dauth | May 7, 2025 | Uncategorized | 0 Comments

Introduction Dates in Database systems can be used to store information about multiple types of date and time related events. These include: Birthdates Contract start and end dates Task reminders Appointment dates Deadlines Token Access Lodgement due Exam times...

Including Middle Name in the Contact Name

by Chris Dauth | May 6, 2025 | Uncategorized | 0 Comments

“Dataverse’ is the system that stores and manages data for Microsoft Dynamics 365 and Power Apps. By default, Dataverse includes a Contact (People) table. In turn, the Contact table includes default system fields that are commonly used in many applications. The most...

D365 Dates and Times User Local Import from Excel

by Chris Dauth | May 2, 2025 | Uncategorized | 0 Comments

Microsoft Power Platform Date and Time Series Importing dates with time from Excel through Power Automate Introduction: This Article covers the following scenario: Dates for appointments or bookings need to be imported from an Excel Spreadsheet. Time sheets are...

Mapping Microsoft Dynamics 365 Fields between Tables

by Chris Dauth | January 13, 2025 | Uncategorized | 0 Comments

Mapping Microsoft Dynamics 365 Fields between Tables Mapping Microsoft Dynamics 365 entities (tables) allows you to automatically create a direct relationship between fields in related entities. This mapping relationship automatically updates selected fields to save...

Connect Microsoft Dynamics 365 with Xero Accounting

by Chris Dauth | January 13, 2025 | Uncategorized | 0 Comments

Connect Microsoft Dynamics 365 with Xero Accounting. The Microsoft Dynamics range of business tools includes many applications that help organizations communicate with, and manage the relationships with their customers and stakeholders. These are referred to as...

Using Conference Room Pilots

by Chris Dauth | September 25, 2024 | Uncategorized | 0 Comments

Using Conference Room Pilots to increase the effectiveness of technical project management. Conference Room Pilot (CRP) is a hands-on method used to validate new systems or software by allowing end-users to interact with them in a controlled environment. Traditionally...

Creating EmailTemplates that merge with Dynamics 365

by Chris Dauth | June 24, 2024 | Uncategorized | 0 Comments

Creating Email Templates that merge with Microsoft Dynamics 365 and Power Apps If you send Emails that have similar text and images, templates are a great way to improve productivity and ensure your corporate image is maintained. To improve productivity even more, we...

Creating a Quick Campaign to send Emails in Dynamics 365

by Chris Dauth | June 17, 2024 | Uncategorized | 0 Comments

Creating a Quick Campaign to send Emails to multiple Contacts A Quick Campaign in Microsoft Dynamics 365 is a single campaign activity. It is used to send targeted communications such as e-mail blasts, mail campaigns, or phone call campaigns to specific audiences. We...

Creating Word Templates that merge with Dynamics 365

by Chris Dauth | June 3, 2024 | Uncategorized | 0 Comments

Creating Word Templates that merge with Microsoft Dynamics 365 and Power Apps If you create Word Documents that have similar text and images, templates are a great way to improve productivity and ensure your corporate image is maintained. To improve productivity even...

Capture Digital Signatures in Dynamics with DocuSign

by Chris Dauth | May 28, 2024 | Uncategorized | 0 Comments

Digital Signature Management for the Microsoft Power Platform with DocuSignCapturing digital signatures and saving them to quotes, agreements, non-disclosures, and opportunities, is an effective method of ensuring compliance, mitigating risk, and streamlining your...