Anyone who has been working with Dynamics CRM/Dynamics 365 at some point likely tried the Report Wizard. The Report Wizard was introduced in Dynamics CRM v4.0 as a way to quickly create ad-hoc reports. A video version of this blog post can be found on the 365.Training YouTube channel. Reports created using the Report Wizard… Continue reading Secrets of the Dataverse: The Report Wizard
A little know feature of Dataverse is the ability to manage multiple currencies. This is one of the many standard features of Microsoft Dynamics 365 that is also available when building your own Power Apps based on Dataverse. A while back I posted a blog called Guide to Currencies in the Common Data Service (Note that… Continue reading Updating Currency Exchange Rates in Dataverse (including Dynamics 365)
I use the FetchXML Builder on my Power Platform almost on a daily basis. It saves me so much in building SSRS reports, it allows me to build powerful Power Apps portals web templates and it also helps me building Power Automate flow queries. What is FetchXML Builder? It is a tool that is part… Continue reading Do you use FetchXML Builder? Please consider helping a friend out.
Sometimes even the most simple requests can balloon in extra configuration to meet the client’s vision. One of the most common uses of a Power Apps portal is to collect some information using a form. Adding a form component to a portal page is a very simple exercise. You create the model-driven form in the… Continue reading Inject content into Power Apps portals form components
Despite all the cool stuff you can do with the Power Platform, one of my most popular blog posts is Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365. The post was likely popular because there were different components in the setup process and Microsoft never did a great job… Continue reading Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365
If you work with building Power Apps portals, as you make updates to pages, assign users to Web Roles or make any other changes, you want to see these changes immediately on the portal. You are likely very much aware of the Portal studio Browse Website function or the Clear Cache button available in the… Continue reading Using the Power Apps portals WebAPI to Clear the Portal Cache
I was working on a project the other day and the requirement was for a user of a Model-driven Power App to go through a series of steps to approve an application with a number of data points. I am not the biggest fan of Business Process Flows, (BPFs) but I felt that it did… Continue reading How to trigger Power Automate flows from Model-Driven Power App Business Process Flows (and get a response!)
As part of a continuing effort to provide more Power Apps portals configuration functionality, Microsoft has recently added the ability to add web page permissions directly in the Portals Studio. You can read about the announcement here: https://powerapps.microsoft.com/blog/power-apps-portals-manage-page-permissions-from-portals-studio/ The process is really straight forward and doesn’t need a blog post to explain it. You simple… Continue reading Power Apps Portals – How to Show the Menu Link for a Restricted Page
Today Microsoft announced the Microsoft Dataverse and Microsoft Dataverse for Teams. Check out the announcement here: https://powerapps.microsoft.com/en-us/blog/reshape-the-future-of-work-with-microsoft-dataverse-for-teams-now-generally-available/ Goodbye Common Data Service, Hello Dataverse. What is Microsoft Dataverse? Simply put, it’s the new name for the Common Data Service. The term “Dataverse” is part of a series of nomenclature changes as Microsoft pushes the Power Platform… Continue reading What is the Microsoft Dataverse?
If you are like me, chances are you have been using the new Power Apps maker portal to create new model-driven Power Apps or to modify Dynamics 365 apps. By default, I like to go to https://make.preview.powerapps.com instead of https://make.powerapps.com as I can see new and upcoming preview features and try them out. If something… Continue reading Hello Tables, Columns and Choices. Goodbye Entities, Fields and Options. Getting ready for new names in the Power Platform