The Dysfunctional Consultant

PowerApps

PowerApps Canvas Apps: How to display the version number inside the app

By Lachlan Wright on Saturday, October 5, 2019

The PowerApps for Apps Maker connector is awesome. One of the actions it can call is ‘Get Versions’. In this video I show how you can use the action to display the version number inside the app. The TL;DW quick explanation is with the PowerApps for App Makers connection added to your Canvas App run …

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PowerApps

Using a Canvas PowerApp to create records in CDS / Dynamics in complex scenarios

By Lachlan Wright on Monday, July 1, 2019

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 …

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PowerApps

Canvas App Styler

By Lachlan Wright on Sunday, April 14, 2019

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 …

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Dynamics 365 Customer Engagement

Use Dynamics Customer Engagement Voice of the Customer Without a Native CRM Email

By Lachlan Wright on Tuesday, March 12, 2019

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!

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Dynamics 365 Customer Engagement Dynamics Portals

How to Force Dynamics Portal Customers to Sign In to View Web Pages

By Lachlan Wright on Tuesday, February 26, 2019

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 …

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Dynamics 365 Customer Engagement Dynamics Portals

A Tip For Working With Portal Attachments

By Lachlan Wright on Tuesday, February 12, 2019

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 …

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Dynamics 365 Customer Engagement Flow

Microsoft Flow – Apply to Each: Move multiple children to a new parent record in Dynamics

By Lachlan Wright on Sunday, November 11, 2018

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.

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Dynamics 365 Customer Engagement North 52

Query data and perform an action with North 52

By Lachlan Wright on Wednesday, September 12, 2018

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 …

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Dynamics 365 Customer Engagement Dynamics Portals North 52

Portal Management Tips

By Lachlan Wright on Wednesday, August 29, 2018

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 …

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Dynamics 365 Customer Engagement PowerApps

PowerApps: Dynamics 365 Connector vs Common Data Service

By Lachlan Wright on Tuesday, August 14, 2018

  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 …

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Lachlan Wright

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