• Overview of the View Management in Model-Driven Apps

      Arthur Mandisodza, 11 May 2022

      The view management feature in Dynamics 365 allows users to have more abilities to collaborate and share views, empowering users to have more control of their workspace by giving them the full capability to change what views they see, the order of the views and more personalized options. There is n

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    • Using Power Apps for Teams Power FX Formula Columns in Dataverse

      Jared Johnson, 05 May 2022

      Formula table columns are currently in preview, but Microsoft docs state that they are only available in Power Apps for Teams for now.Now while the Maker experience is only available in Power Apps for Teams, can we create them there and bring them into our normal Dataverse environment?To test this,

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    • Changes to Auditing in Dynamics 365

      Calum Jacobs, 21 April 2022

      Microsoft has just recently release changes to the way you can manage Audit records/logs in dynamics 365. Before these changes, audit logs could be visible individually through records under auditing or as grouped quarterly partitions. There wasn’t a whole lot you could do to maintain logs other th

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    • Get and Set Dynamics 365 Environment Variables from JavaScript

      Paul Nieuwelaar, 14 April 2022

      OverviewEnvironments Variables are a useful feature of Dynamics 365 and the Power Platform. They allow us to use values in things like Power Automate which are environment specific, such as API details, which might be different in each environment.When deploying environment variables to another envi

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    • Dynamics 365 Model Driven App Fallback and Role-based Forms

      Adam Murchison, 07 April 2022

      When working with forms in a Model Driven App you can select which forms you want to have in the app. You can control what form the user can see by Security roles, Model Driven Apps or JavaScript. This allows a unique experience for users depending on what Model Driven App they’re in.Security roles

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    • Power BI: Is On Or Before Highest Transaction Date Pattern

      Colin Maitland, 05 April 2022

      In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions   being reported on. This pattern prevents you

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    • Add Artificial Intelligence (AI) to your CRM

      John Eccles, 04 April 2022

      The barriers have vanished.In the past, AI was too complicated. You needed specialised data scientists on staff.It was too expensive and too risky. It required a lot of time and money for an AI project that may not even work that well.While some AI projects are still complicated, expensive, and risk

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    • Scanning Receipts into Dataverse using Power Apps and AI Builder

      Roshan Mehta, 08 March 2022

      Lots of organisations have a cumbersome process for submitting expense claims. You spend a few days out of town and collect physical receipts, which you then staple to a handwritten expense claim form and submit it to the finance person. It would be much nicer to take a photo of the receipt and auto

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    • Power Automate - Writing Efficient Flows with the Switch Operator

      Sean Roque, 04 March 2022

      In a Power Automate, the Switch Operator is a built-in action that allows us to execute a unique branch of flow actions depending on the value of a variable. This essentially functions the same as nesting Condition operators, except that it’s much more simplified, while providing a built-in ‘default

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    • How to upload files in canvas app

      Dominic Liu, 03 March 2022

      If you want to allow your Canvas App user to upload documents and saved in your database, but when you search for all the out of box Canvas App input components you can’t find one that support all types of documents, that is because Microsoft currently only has two types of input components for file

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    • Retrieving the Privileges of a User in Dynamics 365

      Isaac Stephens, 14 February 2022

      When working on a system recently we had an issue where we were querying the privileges of users to determine whether or not they have the privilege to do something (e.g. update a record). For some users this was not working as expected and the query was returning no privileges even though the users

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    • Introducing Command Checker for Model-Driven App ribbons

      Dominic Liu, 10 February 2022

      Command Checker is a Microsoft feature that can help you to get the best and most knowledge at Model-Driven App interface level. You can also check the Enable Rule, Display Rule and Action all in the App so you don’t need to rely on other third-party tools. You can find more information from this li

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    • Power BI - Dataverse Connector verses OData Connector

      Colin Maitland, 04 February 2022

      In this article, I will describe some of the differences when using the Dataverse instead of the Dynamics 365 (Online), i.e., OData, connector in Power BI to retrieve data from Dynamics 365 (Online). When creating Power BI data models, I use a template data model that connects to Dynamics 365 (Onlin

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    • Power BI - Using Power Query to calculate Duration

      Colin Maitland, 03 February 2022

      When configuring a Power BI data model, the addition of one or more new column to store a calculated duration between two Date/Time values in Days, Hours or Minutes, or perhaps just Total Hours, is sometimes required.This can be done by adding Custom Columns using Power Query or Calculated Columns u

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