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Using Flow to copy Document Location
One confusing obstacle with a new CRM system, is the connection between Dynamics CRM and SharePoint. As a consultant I often have to demonstrate what is really happening behind the scenes to justify...
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PowerApps + CSS
I know the title be a little misleading. PowerApps doesn’t support CSS as of now (maybe sometime in future), but you can create a CSS light for simple tings while we await the custom Themes for...
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Flow – Create, Update or Delete trigger error
At the time of writing this post Microsoft Flow will throw an error when you create this flow with the trigger Create, Update or Delete, and the flow is standalone. Error This is the following error...
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PowerApps Currency Formatting examples
So far I feel that currency formatting in PowerApps seems to be a little troublesome. Sure everything would be great if we all sold in $ and our offers were all huge! All of the examples out there are...
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CDS / Dataverse List Records Filter Query using Flow
This week I needed to use the List Records function, and I realized that I had no idea how to use the filters. Thank you Jonas Rapp for creating the FetchXML Builder!! The function “Flow List...
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PowerPlatform Saturday Oslo 2019 – Speaker
So Power Platform Oslo was a unique experience for me, since it was the first time I was on stage at a community event. Marius Agur challenged me to create a presentation that would showcase my view...
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PowerPlatform Saturday Oslo 2019 – Attendee
Malin and Mark wrote good post detailing most of the event, but I thought I would add my personal thoughts from some of the other sessions Both Malin and Mark Smith wrote great summariesMalin...
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Business Process Flow set Pipeline Phase
I was never a fan of the Business Process Flow (BPF) because of the many flaws. Sometimes I didn’t think it was easy enough, and other times not advanced enough. It simply wasn’t what I needed. In a...
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Are you OK? – Mental Health
When you finally open your eyes to new things, you learn so much more. This time it’s about Mental Health, and how important it is to respect that we all are different. I have taken the important...
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Managed solutions Update vs Upgrade vs Stage
I haven’t touchet managed solutions for quite some time, so importing a managed solution recently surprised me:) This article is not explaining the differences in detail, but I wanted to make sure you...
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Timeline Old vs New
In Norway we have a saying “everything was better before”. It’s commonly used to describe what old people feel when things are just moving to fast, and they don’t see the purpose of the change. The...
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2019 review
I began blogging in march of 2019 to finally put my money where my mouth is. I have encouraged others to do this for quite some time, without ever doing it myself. I thought I would share what i have...
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CRM 2011 called and wanted the Potential Customer field back!
Honestly I can’t remember what year Microsoft implementet separate Account & Contact fields for Opportunity, but it has been a while. Neil Parkhurst describes the issue in his blog from 2015 So...
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Field Service – Booking Template configuration
There’s lots of documentation about Field Service Schedule Board but some key elements that I didn’t understand before I tried it out myself. Hitachi wrote a great post that got me on the right track,...
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Giving Back
So for those who know me, I still play Soccer at a fairly decent level (hence CRM KEEPER). This i a huge part of my life, and I hope it can stay that way for many years to come. This week I was in...
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Timeline status is back :)
I had a major rant about the timeline in the new UI HERE, but that is water under the bridge!! Small update with great impact for end users. Activate 2020 Wave 1 preview to check it out..
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Dynamics 365 Email Copy Paste images
The first request for this function was CRM 4.0, and now it is here (Release Wave 1 2020). Dynamics Copy / Paste in email is now possible, and will be released in April. Thank you Balachandar...
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Scottish Summit 2020
Scottish summit was really impressive, and that is probably why you see everyone writing about it. There were so many sessions to attend, that it was impossible to be everywhere. That is why everyone...
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DataFlows – Set parent lookup
This blog post is step 3 of the Data Flow setup in combination with On Premise Gateway. In the last post in imported all of our ERP accounts to the CDS database. Now I wanted to import all active...
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DataFlows – Set Customer lookup
I still don’t know if this is local to my tennant, but I have tried in 2 different orgs, and I always get an error with Customer field for Contact. This post is almost identical to the Set Parent...
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