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 🥳
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
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
Positive news this week, I passed the beta exam PL-100 Microsoft Power Platform App Maker that I mentioned in my previous post 🥳 I am working these days with React and PCF controls. Hopefully I'll get some time soon to share some interesting things in my next posts.
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
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
Would you like to try some of the new features coming for Power Apps? Here is a quick trick you may have missed. Rather than using the default URL https://make.powerapps.com, add a preview to it: https://make.preview.powerapps.com For instance, you can test the new Power Apps portals themes: Where in the preview experience, you will see … Continue reading Make Preview Power Apps
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
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?