Five forgotten features of Dataverse

If Microsoft Dataverse were a human, they would now be legally old enough to vote, drive, and drink alcohol. The feature is more than just a database, it truly a Common Data Service (it’s previous name) that evolved from the data layer that was part of Dynamics CRM since 2002. Over the years, Dataverse has… Continue reading Five forgotten features of Dataverse

Power Pages: Tired of filling forms? Use an agent!

Have you heard of AI agents? 🤣 Agents are now popping up everywhere and Power Pages is no exception. The ability to create a site agent that can answer questions based on your site content has been available for a while. A new feature (in preview) has been announced where you can start with a… Continue reading Power Pages: Tired of filling forms? Use an agent!

Power Platform Plan Designer (Preview)

Currently rolling out to preview environments is the new Power Platform Plan Designer, a tool that will allow you to use generative AI to describe, plan, and build your business solution using Power Platform technologies. Read the announcement from Microsoft: Build user-focused intelligent solutions in Power Apps, start with a plan. Here is the video… Continue reading Power Platform Plan Designer (Preview)

Power Pages: convert standard to enhanced data model

The enhanced data model has now been GA for a while and I know for all my new projects, we are using by default the enhanced data model. However, there are many “legacy” portals still using the standard data. Microsoft has recently (finally) released a tool to migrate the website metadata from a standard to… Continue reading Power Pages: convert standard to enhanced data model

Connecting Microsoft Outlook to model-driven Power Apps

One of the great and long standing features of Dynamics 365 Customer Engagement (aka CRM) is the integration with Microsoft Outlook. Using the Dynamics 365 App for Outlook you can synchronize contacts, link meetings and appointments and track emails against records so they will show up in the timeline. What about Power Apps? Did you… Continue reading Connecting Microsoft Outlook to model-driven Power Apps

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)

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 setup a Common Data Service Application User (and why)

When you build custom solutions where you need to create, read, update or delete data in the Common Data Service (including Dynamics 365 apps), you don’t necessarily want that application to use specific user credentials to do its work. This used to be a common way for external applications and integrations to authenticate to the… Continue reading How to setup a Common Data Service Application User (and why)

How to Delete your Power Apps Community Plan Environment

If you are like me, the best way to learn is hands on. There are hundreds of Power Platform community content such as blogs, videos, presentations and learning paths. Chances are, your boss or clients won’t be keen on you experimenting using their production environments. A great way to experiment is to use the Power… Continue reading How to Delete your Power Apps Community Plan Environment