I’ve been spending a lot of time on PowerApps recently and I wanted to share what I have learnt about creating records in CDS. None of this is very revolutionary however I certainly had to read through the documentation a few times to figure this all out so hopefully this saves you some time. When …
I made a PowerApp to help build better looking Canvas Apps. You can try it out here. And if you want a free copy you find it in the TDG Power Platform Bank here. At the start of the year I decided I wanted to increase my PowerApps building skills. To do this I challenged …
TL;DW: Its possible to use Dynamics Voice of the Customer without a native CRM email. If you use a workflow to create a survey activity a plugin will populate the ‘Invitation Link’ field. Include the invitation link field on whatever means of communication you want!
Dynamics Portals has the ability for a user to ‘Sign In’ and authenticate themselves to the portal. Chances are you would like to know who someone is before they create a record in your system. When you create a web form in Dynamics you get an option to force users to authenticate when the access …
When a portal customer uploads a document using the portal they create a note in Dynamics with an attachment. This sometimes happens explicitly when there is a notes control on the page and sometimes indirectly when the ‘Allow file’ option is enabled on an entity or web form. Often there is a desire to deal …
Video is here: TL;DW: Microsoft Flow is getting very good. The apply to each function allows you to update, or perform some other action, on all the child records of a parent. Below is a screenshot of my Flow.
A few months ago I encountered an amusing problem a client was having. It was a very large deployment of Dynamics 365 Customer Engagement. There was a sizeable number of users already live in the system and a sizeable number of users who weren’t in the system but were slated to come on board in …
Hello! I’ve moved house so unfortunately I haven’t been able to make a video for this post! I wanted to share two tips that help with managing Microsoft Dynamics Portals. 1 – Keep you administrator web role up to date Portal security can sometimes seem a bit backwards. You create an entity permission. You give …
Tl;DW: If you can, use the Common Data Service connector for PowerApps when you interact with Dynamics 365 CE data. It’s faster and a heap more efficient. You can read more about the CDS here My video doesn’t really deliver a knock out punch, but I can assure you even the experience of building …
As of 21/2/2018 you can now use metadata to set a lookup value on save/submission of a web form step. This is as per release 8.4.0.275. You can find more info here. It’s very simple stuff. Create a web form metadata record. Type = Attribute Attribute Logical Name = The lookup you want to set …