Using Multi-table lookups (polymorphic relationships) in Microsoft Dataverse

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

Power Apps portal WebAPI – creating a record with lookups

One of the features of Power Apps portals that I have been impatiently waiting for is the Power Apps portals WebAPI. This new feature recently became generally available, and it allows portal makers and developers to greatly extend their portal web applications without needing to resort to complex or costly workarounds. Even if you are… Continue reading Power Apps portal WebAPI – creating a record with lookups

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)

Using the Power Apps portals WebAPI to Clear the Portal Cache

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

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

What is the Microsoft Dataverse?

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?