Tag: workflow

Trigger Power Automate flows from Power Apps Portals

Posted in Companion App, Power App, Power Apps Portals, Power Automate, Power Platform, PowerApp Portals, PowerApps, PowerApps Portals14 Comments

Currently the only way to update records from a Power Apps Portals is to create or update data via an Entity Form, Web Form or a companion app. The companion app incurs a certain level of technical debt in terms of development of the app and management of where its hosted, such as an Azure… Continue reading Trigger Power Automate flows from Power Apps Portals

Stopping Deactivation of Records in Dynamics 365

Posted in Configuration, Dynamics 365Leave a comment

There was a question recently on CRMUG about how to modify security to prevent users from Deactivating Contacts. In Dynamics 365, the security roles can be configured (and is best practice) to prevent users from deleting records. Deactivating records is generally a safer process as it can be reversed and no information is lost.  However, there… Continue reading Stopping Deactivation of Records in Dynamics 365

Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)

Posted in bugs, Configuration, Dynamics 365Leave a comment

I was scanning the Microsoft Community Forums the other day when someone was asking a question about why the Actual Revenue field would get populated even if an Opportunity was closed as “Lost.” This didn’t make any sense to me, so I logged into a sandbox instance of Dynamics CRM 2016 sp1 and tried it… Continue reading Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)