Category: Tips and Tricks (Page 1 of 2)

How to Create Buttons with Icons within PCF (using Font-Awesome)

July 17, 2019 / Andrew Ly

I’ve noticed that people in the PowerApps community have been having trouble using image resources within their custom PCF controls, so I thought I would look at a simple but novel approach for customizing your buttons and icons.

If you aren’t familiar with font-awesome they let you search from a catalog of great looking icons that you embed within your web apps.

In the following example, I created three buttons which have their own font-awesome icons. This was achieved by doing two things

Creating a perfectly aligned D365 Navbar Logo

April 18, 2019 / Andrew Ly

Looking to get that Dynamics Navbar Logo just right for your Dynamics 365 / PowerPlatform app? Today I’ll focus on how to get the dimensions of your logo just perfect, as well as providing a download link to my Photoshop PSD file so that you can alter for future projects.

Microsoft Portals – A Deep Dive by Lachlan Wright and Andrew Ly

January 8, 2019 / Andrew Ly

“Microsoft Portals – a Deep Dive” by Lachlan Wright & Andrew Ly slide deck is up for those who missed out on UG Focus 2018 conference.

An introductory course and best practices for Microsoft Portals. #msdyn365

If the above link doesn’t work download from: Microsoft Portals Deep Dive – Andrew Ly & Lachlan Wright from Andrew Ly

D365 V9.0 – A Feature a Day – Label Wrapping in V9.0

October 4, 2017 / Andrew Ly

Welcome to my new blog series – D365 V9.0 – Andrew Ly’s – A Feature a Day, as most of you are aware by now Microsoft Dynamics 365 Version 9.0 has been official released to the public. And it is stunning.

So, I’ll be doing a bit of self-discovery over the next few weeks, focusing on some of the items that I’m interested in and sharing my thoughts with you. They’ll be brief but frequent postings, and I’ll try to stick strictly to one feature a day.

Today’s Feature – Label Wrapping

Show how often a product is being added to an opportunity

June 9, 2017 / Andrew Ly

The following is a tip on how to show how often a product is being added to an opportunity. It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.

How to Append Last Modified Date & User within the Description field of an Activity

June 9, 2017 / Andrew Ly

The following is a handy tip for appending the last modified date and user details to the description field of any entity. In this case I’ll be using the Phone Activity. This may be useful for providing a visual guide for your team members in quickly seeing a history log of when this record was last touched.

How to change Resolution Type status labels in Dynamics Cases

June 6, 2017 / Andrew Ly

This troubleshooting blog post was written in response to a question on the community forum on how to change the resolution type label for cases.

When you click on Resolve Case you will see a pop up. With the options to change the Resolution Type to either Problem Solved or Information Provided.

To change this, goto Settings > Customize the System. Then navigate to Entities > Cases.

Click on Fields and Locate “Status Reason”.

Edit the Status Reason (StatusCode) attribute.

Change the Status dropdown from Active to Resolved

Edit the Label for “Problem Solved” and change this to a value of your choosing, in this case “Resolved”.

Click OK.

Click Save and Close. Then Publish All Customizations.

Now when you resolve a case you should see the new value reflected on the pop up dialog.

Beginners Guide to Importing Data through Microsoft Dynamics Import Tool

May 27, 2017 / Andrew Ly

This blog post is aimed at users who are brand new to Microsoft Dynamics CRM or Dynamics 365 and after a quick start guide to importing Account, Contact and Lead Data into their Microsoft Dynamics instance.

How to Use Dynamics Optionset Labels within PowerBI

May 14, 2017 / Andrew Ly

One of the current limitations of using PowerBI with Dynamics 365, is that it will not automatically map your OptionSet values with labels. For example if you have defined OptionSet values for Gender as 1 = Male, 2 = Female within PowerBI visualisations this would appear as 1 and 2 rather than Male and Female. Thankfully Gap Consulting have created a nice XrmToolBox plugin called the “PowerBI Option-Set Assistant” to work around this limitation.

Embed PowerBI Reports into Microsoft Portal

April 4, 2017 / Andrew Ly

Microsoft make it incredibly easy to create and share content, including content from PowerBI onto other platforms. PowerBI is a powerful business analytics service that comes with a host of features to present data and visualisations to all your stakeholders, both inside your network and in this case outside your network. Today we will be looking at the Publish to Web feature within PowerBI.