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Power Apps Portals: Beginner #2: How to filter sub grid in a Basic/Advanced form to the current logged in User

Sub Grids can be added to Basic Forms and Advanced Forms using Metadata , so simply to add a sub grid to your Basic form/ Advanced From , You need to add the Sub grid on your DataVerse form as below, Give it a Label and a name, and Tick show related records: On theContinue reading “Power Apps Portals: Beginner #2: How to filter sub grid in a Basic/Advanced form to the current logged in User”

PowerApps Portals: Advanced Form Multistep on different (tables) entities

This article is inspired by a community question where it was required to have a multistep advanced form across different entities on the PowerApps portal, While it is pretty straight forward while you are in the Create of the application but it gets bit tricky on the Update Part let me explain the business scenarioContinue reading “PowerApps Portals: Advanced Form Multistep on different (tables) entities”

Power Apps Portals: Beginners #1: Create List Web Page with Create and Update Actions

This article will cover quickly how to create a new web page that shows a list of records from a table. In this scenario we need to display applications list and add the 2 actions to Create and Edit the application record. Step 1: Create an List (Entity List – Previously) Go to Portal ManagementContinue reading “Power Apps Portals: Beginners #1: Create List Web Page with Create and Update Actions”

2021 Release Wave 2: Tip#1: Activate/Deactivate disappeared on work Order

So after enabling Release wave 2 on our environment , the Activate/ Deactivate Buttons have disappeared on the work order form , so after raising a ticket with MS Support Issue was very easy to fix, According to the below article this is a new settings on the field service that enables less ribbon buttonsContinue reading “2021 Release Wave 2: Tip#1: Activate/Deactivate disappeared on work Order”

DataVerse: Model Drive App: Open Custom Page as Model from Ribbon

Open a Model Dialog from DataVerse / Dynamics 365 Ribbon has always been a common requirement to overcome existing OTB Dialogs like Close Opportunity , Deactivate Record where we always wanted to include one or more custom fields. This feature is now becoming very handy and pretty easy … compared to the old methods tryingContinue reading “DataVerse: Model Drive App: Open Custom Page as Model from Ribbon”

Saving a note attachment to Azure Blob storage and Viewing it on PowerApps Portals

I have been Exploring with Olena (https://msolenacrm.blog/) how to enable the azure storage on PowerApps portals and she has figure out and detailed on her article how to enable azure blob storage on PowerApps portal so when a note is uploaded from portal it is saved to Azure blob storage and that’s worked perfectly fineContinue reading “Saving a note attachment to Azure Blob storage and Viewing it on PowerApps Portals”

Save Outlook Attachment as SharePoint File or as DataVerse Email Attachment

This question has been going around on the power users community forums and I thought it would be nice to blog it because it is always gets tricky trying to save files from different data sources , so for this we have a single source the outlook connector and there is two destination. Sharepoint FileContinue reading “Save Outlook Attachment as SharePoint File or as DataVerse Email Attachment”

Business Central Virtual Entities In DataVerse

#BusinessCentral #DataVerse #VirtualEntities #Lowcode The use of “Virtual entities” is very useful in seamlessly integrating external data sources into DataVerse and Dynamics CE. A virtual entity is a custom entity in Dynamics 365 Customer Engagement that has fields containing data from an external data source. Virtual entities appear in your app to users as regularContinue reading “Business Central Virtual Entities In DataVerse”

Save and Retrieve DataVerse Email Attachments in a Canvas App and Power automate -(Displaying Data Verse attachments in Canvas app) Part 3

This is the final part where I will be explaining how to view the Email saved Attachments in PowerApps Canvas Application. So we will start by displaying the list of emails in a Gallery or Table , So add a new Screen and call it Emails List , Add a Gallery Control and name itContinue reading “Save and Retrieve DataVerse Email Attachments in a Canvas App and Power automate -(Displaying Data Verse attachments in Canvas app) Part 3”

Save and Retrieve DataVerse Email Attachments in a Canvas App and Power automate -(Saving attachments) Part 2

On part 1 of this article , I have explained how to pass the attachments from the canvas app to power automate; In this part will be explaining in details how to save an attachments to an Email DataVerse record. We have explained in part 1 that we are passing attachments collection as first parameterContinue reading “Save and Retrieve DataVerse Email Attachments in a Canvas App and Power automate -(Saving attachments) Part 2”

Save and Retrieve DataVerse Email Attachments in a Canvas App and Power automate -(Prepare Attachments List) Part 1

In this article I will be providing a step by step instructions where the user can create DataVerse email activity with attachments on a PowerApps Canvas app using power automate. So we start by a creating a new Canvas App through make.powerapps.com and we are going to Start with a Blank App and Call itContinue reading “Save and Retrieve DataVerse Email Attachments in a Canvas App and Power automate -(Prepare Attachments List) Part 1”

Ribbon Button Issues UI

I will be sharing in this blog post all the issues i have faced while upgrading Ribbon button to unified interface. Issue # 1: Ribbon button on the Home page supposed to run when a record is selected on a grid or multiple records are selected, Record appears on classic interface , on the UIContinue reading “Ribbon Button Issues UI”

CDS: Environment Variables

Have you ever wondered where you can keep your configuration settings while using Dynamics 365 or CDS? Old way we used to do it was to use a new custom entity to store such Global settings but I have discovered this feature which has been introduced to solutions which is called Environment Variables. You canContinue reading “CDS: Environment Variables”

CDS Column Comparison through FetchXML, SDK, and OData

Microsoft have announced the availability of Column Comparison in CDS-Based Queries .. well it is a very great great news ! Column Comparison is available for FetchXML, SDK API, and Web API. So how to use it: Operators Currently available for comparison: Equal NotEqual GreaterThan GreaterEqual LessThan LessEqual Supported Data Types: Text Lookups DateTime OptionsetsContinue reading “CDS Column Comparison through FetchXML, SDK, and OData”

Power Automate: Send approval email to external customer

#Power automate #Approvals #External Guests Approvals in power automate are very nice interactive feature to process requests and documents! They can be integrated with CDS, SharePoint online and Onedrive. Here is a link to creation of Approvals walk-though when an item is created in a sharepoint list! https://docs.microsoft.com/en-us/power-automate/modern-approvals What about sending Approval to External GuestsContinue reading “Power Automate: Send approval email to external customer”

Integrate Microsoft Teams with CDS Model Driven Apps

Integrating Microsoft Teams with CDS entities is really useful features , so users on a specific Teams Channel can collaborate on a specific record and all shared documents can be automatically linked to the Teams channel and the CDS record. So let’s start by enabling the Integration: Go to Settings -> Administration-> System Settings 2.Continue reading “Integrate Microsoft Teams with CDS Model Driven Apps”

Update Existing Word Templates in Dynamics 356

I have run into an issue that i have generated a word template using OTB feature of Dynamics 365 as per this link: https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-word-templates and after i finished and deployed the template which was a big one , the Client requested to reflect newly added fields in the template and of course what i hadContinue reading “Update Existing Word Templates in Dynamics 356”

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