Author: Carl

How to Search Notes in Dynamics 365 using Relevance Search

In this post, we will look at how to use the Relevance Search in Dynamics 365 to search through Notes. Let’s say we have a note on an Account in the Timeline like below: Open up the solution and select Configure Relevance Search: Select the Note entity and click Add: You may need to wait some time for the change to work. Now, go to relevance search by selecting the … Continue reading How to Search Notes in Dynamics 365 using Relevance Search

USD – MoveApplicationToPanel Action

In Unified Service Desk, the MoveApplicationToPanel action allows you to move a hosted control to a particular panel. For example, here we have a hosted control called contact, in the MainPanel: If we want to move this to the RightPanel, we can call in the Debugger: This moves: And the LeftPanelFill:  

ERP Writers Awards 2017 Best Independent Blog Shortlist

At the beginning of 2017, I decided to spend as much time as possible sharing as much information as I could. No nugget of knowledge would be too small, with the hope that someone out there would one day find it useful. The year finished on a nice note, when this site was shortlisted for the ERP Writers Awards from ERP Focus in the category of Best Independent Blog. You can … Continue reading ERP Writers Awards 2017 Best Independent Blog Shortlist

Understanding WPF Namespaces

Here we will look at how Windows Presentation Foundation (WPF) uses Namespaces. Let’s start a new WPF project: We can see here there are XML namespaces defined: xmlns=”http://schemas.microsoft.com/winfx/2006/xaml/presentation” xmlns:x=”http://schemas.microsoft.com/winfx/2006/xaml” xmlns:d=”http://schemas.microsoft.com/expression/blend/2008″ xmlns:mc=”http://schemas.openxmlformats.org/markup-compatibility/2006″ WPF uses XML Namespaces, as defined by the W3C. Namespaces are used to prevent conflicts from occurring, to distinguish code from developers. To solve problems where two developers may use the same elements in their code, namespaces and prefixes … Continue reading Understanding WPF Namespaces

Voice of the Customer for Dynamics 365 Performance and Limitations

Voice of the Customer for Dynamics 365 uses Azure and Azure Storage when customer surveys are published. Responses from customers are temporarily stored in Azure Service Bus, then retrieved and stored in Dynamics 365 and deleted from Azure. Recommendations and Limitations Maximum Surveys 200 Maximum questions on a survey 250 Maximum pages per survey 25 Maximum sections per page 10 Maximum email invitations include piped data (24 hours): 50,000 For more information, … Continue reading Voice of the Customer for Dynamics 365 Performance and Limitations

Dynamics 365 Learning Paths Functionality

In Dynamics 365, Learning Paths are ways to help users to use the system when opening a page, performing an action or selecting the help button. To enable, go to System Settings->Administration, General tab: Click OK: After doing this, you may be redirected to the main dashboard and/or see this error – “You are not in the security group, Learning Path Authors. You can’t author in Learning Path until you … Continue reading Dynamics 365 Learning Paths Functionality

Power BI – Enter Data and Edit Data

In Power BI Desktop, there is a feature to Enter Data. This is useful if you would like to add some ad-hoc data that does not come from a data source. For example, you could create a simple table with some columns and rows, and then use that as you would with other tables in Power BI. To do this, in a Power BI Desktop project, select Enter Data: This … Continue reading Power BI – Enter Data and Edit Data

Power BI Dates in Column Chart Issue

I recently came across an issue with using dates in Power BI with column charts. Here we will go through the issue and how I resolved it. Perhaps someone out there will have more insight! The first thing I did, was create a new Power BI Desktop project. To minimize the room for error, instead of pulling data from an external data source (the problem actually started this way), I … Continue reading Power BI Dates in Column Chart Issue

Power BI and DAX – USERELATIONSHIP to work with Multiple Dates

In Power BI, there is a DAX function called USERELATIONSHIP. This is particularly useful when you need multiple relationships between tables. Here we will go through an example of how this works. Consider a typical example, where you have an Orders table with different dates such as the Order Date (i.e. the date the order was created) and the Ship Date (i.e. the date the order was shipped). You would … Continue reading Power BI and DAX – USERELATIONSHIP to work with Multiple Dates

Downgrading a Dynamics 365 Version

To downgrade a Dynamics 365 version, first log into https://portal.office.com and go to the Dynamics 365 Admin Center: Select your environment and click Edit. Set the environment to Sandbox mode. Next, click on Reset: Select the target version to reset to: Click Reset: Click Yes to Reset: Go back to the Admin Center home page. You will see the instance is being set up and the state is “preparing instance”: … Continue reading Downgrading a Dynamics 365 Version