Hackathon 2021, we won 🥳

This month I had the opportunity to participate in a Hackathon with the Vanguard UK CRM Team. Using the Power Platform and AI Builder, we were able to prototype a functional solution that attracted the attention of the judges and persuaded them to get awarded with the first international place 🥳 The client experience is … Continue reading Hackathon 2021, we won 🥳

Get choices names in flows

In my previous post, I described how you could retrieve the labels of a choices column (multi-select optionset attribute) using a classic Dynamics Workflow. In this new article, I describe how to do the same using a Power Automate flow. Using a classic Dynamic workflow is still a valid solution. However, if you are creating … Continue reading Get choices names in flows

Get choices names in workflows

A couple of years ago I wrote a utility for the community tool Dynamics-365-Workflow-Tools to retrieve the selected values of a multi-select optionset attribute within a workflow. I have now extended this utility to also provide the corresponding labels. By the way, by multi-select optionset I mean the Choices column type based on the new … Continue reading Get choices names in workflows

Managed Solutions, the NeverEnding Story

How many times have you had a conversation about unmanaged and managed solutions?. If you have worked with Microsoft Dynamics CRM, Dynamics 365 Customer Engagement or Power Apps, probably you have already used solutions and you know what I'm talking about. The key question is: which one should I use? 😵 Managed solutions were introduced … Continue reading Managed Solutions, the NeverEnding Story

Form settings available on preview

The new Power Apps Maker experience for model-driven apps is catching up more and more with the old classic one. Today, while I was using make.preview.powerapps.com, I noticed this new button "Form settings" where you can now configure the form security roles, order and fallback option. Classic form configuration Current Make experience Preview Make experience … Continue reading Form settings available on preview

Actionable Power BI reports

Power BI is normally used to read and visualise data. However, you can go further than that and trigger actions to initiate other workflows. How powerful could this be?! Let's say we have a business scenario where we are analalysing the revenue of our customers. We have this inforamtion in our CRM system but we … Continue reading Actionable Power BI reports

Level Up God Mode

Level Up for Dynamics 365 is one of the most useful productivity tools if you are working with the Power Platform and model-driven apps. This utility is a Chrome extension that allows users to perform advanced actions, that normally would require JavaScript bookmarklets. In this article I'll describe how God Mode works and cover some … Continue reading Level Up God Mode

Where is my Category status?

The Dynamics 365 Category entity has certain peculiarities, like it doesn't have a state and status attributes as many other entities in Dynamics 365 and the Common Data Service. In this article I'll describe how to create your own custom Category Status and lock the attributes in the form accordingly. Dynamics 365 Category entity doesn't … Continue reading Where is my Category status?