Secrets of the Dataverse: The Report Wizard

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

Updating Currency Exchange Rates in Dataverse (including Dynamics 365)

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)

Do you use FetchXML Builder? Please consider helping a friend out.

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.

Inject content into Power Apps portals form components

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

Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365

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

How to trigger Power Automate flows from Model-Driven Power App Business Process Flows (and get a response!)

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!)

Power Apps Portals – How to Show the Menu Link for a Restricted Page

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

Displaying a Customizable Map on a Power Apps portals Web Page

A popular out-of-the-box feature of Power Apps portals that came from the original Adxstudio product is the ability to display a map on a web page based off of data from an entity list. In order to render the map, you need to configure an entity list to display the map and point data as… Continue reading Displaying a Customizable Map on a Power Apps portals Web Page

Get Geo Co-ordinates from Address values in Common Data Service Records

This is a reference post for another blog post I am working on. I figured it would be a good as standalone post as well. Power Automate has opened up a whole new world of connectors and APIs that would traditionally have been reserved for professional developers. A great use case for Power Automate calling… Continue reading Get Geo Co-ordinates from Address values in Common Data Service Records

Test Driving the Power Apps Portals Web API

One of the features missing from Power Apps portals (Dynamics 365 Online Portals) since it became an exclusively cloud service is the ability to write a function to create, update, read or delete (CRUD) data in the Common Data Service. You can create and update data on a portal using Entity forms and Web forms,… Continue reading Test Driving the Power Apps Portals Web API