Data integration using webhooks – Part 1 (Receiving data)
Jul19

Data integration using webhooks – Part 1 (Receiving data)

A webhook (also called a web callback or HTTP push API) is a way for an app to provide other applications with real-time information. With typical APIs, you would need to poll for data very frequently in order to get it real-time. Webhooks can get triggered on an event and execute as an API call. In this article, let’s see how we can setup a simple Power Automate flow to receive a webhook… Continue Reading Kaushal...

Read More
Get schedule of another Office365 user in PowerApps
Jun29

Get schedule of another Office365 user in PowerApps

Let’s look at a simple business requirement. Manager needs to know free/busy times for any selected user within the organization/team. Native PowerApps methods/functions do not support viewing another user’s calendar. Therefore, we need to create a custom connector for this. Creating custom PowerApps connector Create an application in Azure AD for authentication Grant below API… Continue Reading Kaushal K’s...

Read More
Export PowerApps charts – Part 2
Jun14

Export PowerApps charts – Part 2

So far, we have discussed how we can pass canvas app chart values to flow and generate a printable HTML in SharePoint. I highly recommend that you read my previous post to understand the context. Now, our challenge today is to create a button action that can access the SharePoint document within the PowerApps. Here are the steps: Pass SharePoint document link to the canvas app using… Continue Reading Kaushal K’s Article on...

Read More
Export canvas app charts in a printable format – Part 1
Jun13

Export canvas app charts in a printable format – Part 1

In this post, I will discuss how we can download a printable HTML file with canvas apps charts. I will continue to use the my sample solution. You can easily download this, import it to your PowerApps environment and follow the steps as we go. Download sample solution To summarize the requirement, we have a pie chart in the canvas app and we need to export this chart to a printable… Continue Reading Kaushal K’s Article on...

Read More
How to trigger buttons as automated actions during realtime field updates
Jun07

How to trigger buttons as automated actions during realtime field updates

This post is an extension of my previous posts. I suggest that you read Part 1 and Part 2 of this series to get a better understanding. Furthermore, you can directly download the sample app for training and do this exercise as we go along. Every time a field is updated, app will update the collection values in realtime. We have a lengthy code component that gets repeated inside the… Continue Reading Kaushal K’s Article on...

Read More
Populating canvas app pie charts using collections
Jun07

Populating canvas app pie charts using collections

Earlier we discussed how we can use collections to pass field values to canvas app charts in realtime. Before moving on, I recommend that you read my previous post to understand the scenario and steps. So far, we were able to add field values to a collection and use it as a data source for our column chart. Here is our collection structure. ClearCollect( ChartCollection,{ … Continue Reading Kaushal K’s Article on their...

Read More
Real time chart updates in PowerApps using collections
Jun04

Real time chart updates in PowerApps using collections

There are number of business cases where your customers request to view canvas app data as charts . However, when they make changes to fields inside the canvas app, it is a bit tricky to show these changes in real time and populate the chart. I see two challenges here: Data structure : Charts usually need source data to be in tabular format Data source refresh : Every time a field is… Continue Reading Kaushal K’s Article...

Read More
Flow is not passing integer values to PowerApps? This might help..
May28

Flow is not passing integer values to PowerApps? This might help..

I got this question from one of the powerapps developers who had issues trying to pass a sharepoint list itemid(int) back to a canvas app using “Respond to a powerapp” action in flow. He was getting an empty value instead of a number inside the canvas app. Let me re-create the same issue. Here, I am passing int values via flow into a simple canvas app that will show the flow output. < div...

Read More
Use business rules in dynamics to populate fields
May21

Use business rules in dynamics to populate fields

In my last post – how to use calculated fields to get related record attributes, we were able to get the primary phone number of an account in the opportunity form using calculated fields. Now let’s look at a more complicated scenario. I will be using the same business case: What if there already is a phone number field and you need to populate the value in that field? Since this field… Continue Reading Kaushal...

Read More
Quick tip – Get lookup record attributes using calculated fields
May16

Quick tip – Get lookup record attributes using calculated fields

Let’s look at an example. In my opportunity form, there is an account lookup field. Sales manager requests that he needs to see the primary contact number of the account so that he can make the call from opportunity form. We can easily do this using calculated fields in dynamics. Step 1 – Add a new calculated field to opportunity Select data type as “Phone”. You can use any… Continue Reading Kaushal...

Read More
Build user friendly drop-down fields in powerapps
Apr24

Build user friendly drop-down fields in powerapps

Native drop-down fields in canvas apps only support scrolling. They do not allow users to manually type in text in the drop down field to easily get to the relevant option instead of scrolling through the whole list. Take a scenario where you have 1000+ options in the drop-down. Simple example would be an account drop down that is using common data service account entity. Let’s examine… Continue Reading Kaushal K’s...

Read More
Access files stored in Dynamics 365 records via PowerAutomate
Apr07

Access files stored in Dynamics 365 records via PowerAutomate

Dynamics gives the ability to save files within a record. These files are stored in SharePoint. Let’s see how we can create a flow to access a document just by using the dynamics record ID. Prerequisites SharePoint Integration should be enabled for the dynamics environmentSharePoint document management should be enabled for the specific entity Ok, let’s begin.. Identify SharePoint… Continue Reading Kaushal K’s...

Read More
Dynamics CRM auto populate lookup values from custom field – Part 2
Mar26

Dynamics CRM auto populate lookup values from custom field – Part 2

This is second part of this series. If you are not familiar with the business case, I highly recommend that you read part 1 where I explain the business case and QuickView creation. Ok, now that we know the background, let’s look at the task at hand. We have two entities (Account and Registration Info) with a custom unique ID –DBID. When a registration info record is created, we need… Continue Reading Kaushal...

Read More
Dynamics CRM auto populate lookup values from custom field – Part 1
Mar26

Dynamics CRM auto populate lookup values from custom field – Part 1

In most cases, organizations have their own unique ID’s to identify records. As an example, ABC organization uses DBID as their unique internal account code. For each related custom record, they will use DBID as the foreign key to identify the specific account. Here is the business case : We need to gather Registration Info as a separate record and later link it to the relevant… Continue Reading Kaushal K’s Article...

Read More