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
Tag: Dynamics 365
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
Use Dataverse virtual tables in Power Pages sites
A common question I have gotten over the years is if it is possible to build a Power Pages that can surface and interact with data that is stored in a different database than Microsoft Dataverse, such as Azure SQL or other databases. Using a different database for Power Pages was not only difficult, but… Continue reading Use Dataverse virtual tables in Power Pages sites
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
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)
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
You likely don’t need Dynamics CRM. You need a Power App.
Summary You don’t necessarily need to buy Dynamics 365 (Dynamics CRM) licenses to get the CRM functionality you need. Power Apps and the Common Data Service have the components to build a simple CRM app that looks and operates *exactly* like Dynamics CRM (without the features that you don’t need) Dynamics 365 is a Power… Continue reading You likely don’t need Dynamics CRM. You need a Power App.
Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.
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.
Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)
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)
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