Auto update outgoing email subject with case title and case number in Dynamics365 CE
Oct22

Auto update outgoing email subject with case title and case number in Dynamics365 CE

Dynamics 365 unified service desk enables users to compose emails in a separate popup window. Every time an agent is composing an email within a case, he/she will have to manually update the email subject and append case number. This could cause errors as incorrect case numbers might get copied or else, agent may forget to append the case number at all. All these issues could be avoided by… Continue Reading Kaushal...

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How I implemented 1-click clock-in/out feature in the “Return to the workplace” PowerApp
Oct16

How I implemented 1-click clock-in/out feature in the “Return to the workplace” PowerApp

This is a challenging time for businesses as they are trying to operate under new health regulations/policies. Microsoft provides an all inclusive Power Apps solution free for businesses that they can use to effectively record, manage and monitor location readiness, employee health and facilities management. You can visit :

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Expandable Rich Text editor control in Power Apps
Sep20

Expandable Rich Text editor control in Power Apps

Data input should be simple and efficient in any application for the end users. This improves usability of the app and overall user experience. Today, we will learn how to make a rich text field expand in a modal box so that it gives more space for end users to input data. Here is a sample app with this control: I am breaking the design down to 2 areas : UI ChangesRich Text… Continue Reading Kaushal K’s Article on their...

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Power Apps error handling Part 2 – displaying error messages
Sep06

Power Apps error handling Part 2 – displaying error messages

In part 1, we discussed how to create custom error messages in Power Automate and pass them to your canvas app. In this article, let’s see how we can display these error messages with a modern look and feel. Here is the final output: For this, I am going to use my earlier example – (When we enter the file name, app will get the last modified date. If the name is incorrect, app will… Continue Reading Kaushal K’s...

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Power Apps error handling in Power Automate actions
Aug23

Power Apps error handling in Power Automate actions

In any application, error messages should be displayed if there are any failed actions. These message should be meaningful and must explain the issue and possible cause for these errors to users. In this post, we will discuss how we can pass a custom error from Power Automate to a canvas app and display this message. Here is the output: Let’s look at this example: When we enter a… Continue Reading Kaushal K’s Article...

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Data integration using webhooks/HTTP  – Part 2 (sending data)
Aug14

Data integration using webhooks/HTTP – Part 2 (sending data)

In my previous post, we discussed how to receive data from a webhook by a Power Automate flow. In this post, we can cover sending data to a third party system via HTTP. The flow could be triggered by any event such as create, edit, delete record, button click etc. For this example, I am using Dynamics 365 CRM lead record creation as my event. My requirement is to send the new lead… Continue Reading Kaushal K’s Article on...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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