Tip #1425: Dataverse CSV import using alternate keys

Today’s tip is from Alex McLachlan (@alex_mcla), saving the day (no kidding – I used it the very next day after receiving the tip). You can be a hero too by emailing your tip to jar@crmtipoftheday.com! With the classic import experience, you couldn’t use a CSV import containing an Alternative Key column to update existing […]

Tip #1424: The user does not have sufficient access right to run flow with custom connector

I’ve tried all the right things: Created, deployed, and configured custom connector into the target environment before importing the solution that uses the connector. All tests pass. Created a manual Power Automate flow as part of the solution. Shared the flow with the user (should not need to for the solution flows but just in […]

Tip #1400: Excluding inactive records from duplicate detection

Duplicate stamp

It’s good to be reminded every now and then about the features that have been around for a long time and are documented but somehow any question from the business about them draws a blank and ubiquitous “I have to get back to you”. Today’s reminder is from Ankita Chavan. (Do you use a feature […]

Tip #1399: Dynamic ‘+’ email aliases in Office 365

We rarely publish tips outside of our cozy Power Platform bubble (more like a Zeppelin these days though!). But this one… THIS ONE… I’ve been dreaming about it since I’ve got my first email eons ago… It’s here now! Support for Dynamic ‘+’ Email Aliases in Office 365 – Customer Feedback for Microsoft Office 365 […]

Tip #1396: Multi-currency aggregates in Dataverse

tl;dr When using aggregates with multiple currencies make sure the business understands how the totals are calculated, how exchange rate is used, and why it’s a good idea to roll out your own calculations. Bring it on Multi-currency support has always been one of the staple features of …. eerrr … Dataverse since version … […]