A new feature landed in preview last week which is something that has been a big ask of Microsoft for many years, multi-table lookups, otherwise known as polymorphic relationships. What are polymorphic relationships and how can they help you? A polymorphic relationship lookup allows you to specify more than one type of Dataverse table to… Continue reading Using Multi-table lookups (polymorphic relationships) in Microsoft Dataverse
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
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?
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)
This community is absolutely amazing. Huge thanks to MVP Hardit Bhatia, aka The Power Addict. It would have taken me a lot longer to come up with this solution on my own, but Hardit dove in and quickly figured out the solution and also patiently walked me through it. Hopefully this solution helps you out… Continue reading How to Implement a Common Data Service Many-to-Many Field on Canvas Power Apps
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
In order to be successful with a career in technology, you must constantly be learning. This may involve reading, taking classes or watching videos. Not only about the Power Platform or Dynamics 365 but learning about other technology stacks and methods, and thinking about how to apply them to your projects. One week ago I… Continue reading Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.
It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS. If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the… Continue reading Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)
A few years back I wrote a blog post on how currencies worked in Dynamics CRM. This was before the Power Platform and the concept of model-driven Power Apps, but essentially, Dynamics CRM was a model-driven Power App. The question came up recently on a Power Apps forum (Facebook, I think) and I realized there… Continue reading Guide to Currencies in the Common Data Service
With the recent announcements from Microsoft regarding the Business Application Platform, there are a number of blogs, presentations, white papers, tweets, videos and other media reviewing, previewing and going into detail of the power of this platform. Of course, all this information comes with a lot of acronyms and technical jargon, some of which is… Continue reading Dynamics 365/Business Application Platform Glossary of Terms