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
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
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?
If you are like me, chances are you have been using the new Power Apps maker portal to create new model-driven Power Apps or to modify Dynamics 365 apps. By default, I like to go to https://make.preview.powerapps.com instead of https://make.powerapps.com as I can see new and upcoming preview features and try them out. If something… Continue reading Hello Tables, Columns and Choices. Goodbye Entities, Fields and Options. Getting ready for new names in the Power Platform
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
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
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.
A few months back I wrote a post on how to implement simple PowerShell scripts to export, unpack and import solutions for Dynamics 365 and Power App projects. That post can be found here and is still relevant; Simple ALM for Dynamics 365/CDS Projects Summary All PowerApps/Dynamics 365/CDS projects, big or small should be using… Continue reading Simple ALM for Power Apps/Dynamics 365 Projects Revisited – Power Apps Build Tools edition
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)