Listing a user’s active Resource Assignments in Project for the web and D365 PSA with Power Automate
Dec08

Listing a user’s active Resource Assignments in Project for the web and D365 PSA with Power Automate

A frequent ask from a user assigned to a project is “Which tasks am I assigned to?”. In Project for the web’s (later P4W) and PSA’s terms, this translates to “What are my Resource Assignments?”. Out-of-the-box, there isn’t a straightforward experience to get such a list, unless a new view for Resource Assignments is created in P4W’s or PSA’s Model-driven app. Another solution would...

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Deploy Your CDS Flows Without Updating the Connection
Dec08

Deploy Your CDS Flows Without Updating the Connection

Have you tried to deploy Solutions containing Flows? Do you always spend time on updating the connections in your target environment? You might not have to. Updating Connections The ALM story of Flows still have quite a journey to go. If you’ve ever deployed a solution with Flows you’ve noticed that they are generally turned off and need a manual unmanaged layer on top of it that… Continue Reading Sara...

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Dealing with ‘Cannot convert a value to target type ‘Edm.Decimal’ Error in Power Apps PCF Control
Dec08

Dealing with ‘Cannot convert a value to target type ‘Edm.Decimal’ Error in Power Apps PCF Control

The introduction of Power Apps Component Framework (PCF) controls provides developers with a potentially groundbreaking way of extending Dynamics 365’s model-driven app experience, in ways that are currently impossible to do straightforwardly via Web Resources or similar. Developed using Node Package Manager (NPM) and TypeScript, they allow us to replace existing fields and views within the… Continue Reading The CRM...

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Monitoring Job Progress and Performance in Business Central
Dec07

Monitoring Job Progress and Performance in Business Central

Monitoring Job Progress and Performance in Business Central By SAMANTHA SUMMERS Microsoft Dynamics 365 Business Central is a tool… Continue Reading Samantha Summers’s Article on their blog Monitoring Job Progress and Performance in Business Central | Dynamic Consultants Group WIP is an attribute that allows you to estimate the financial value of jobs in Microsoft Dynamics 365 Business Central. Blog Syndicated with Samantha...

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Resolved: Property not fetching data in Custom Control
Dec07

Resolved: Property not fetching data in Custom Control

Have you ever encountered an issue where you have multiple properties configured in your Control Manifest file and you configured it correctly in Model-Driven app. But for some reason you do not get the value from the field that was bound in the configuration. For example I had my Control Manifest file as below. <?xml version=”1.0″ encoding=”utf-8″?> <manifest> <control… Continue Reading...

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Update Price feature in D365 PSA v3
Dec06

Update Price feature in D365 PSA v3

Typically, your costs for your clients go up by a certain percentage (%). It’s a standard practice to update the entire Price List consistently as and when there’s an increase. This is a great feature to update the entire Price List by a defined % and then reflect this in the Estimates in your Project in PSA. Let’s take a look – Scenario Let’s say your original SalesPrice for a Developer role…...

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#TGIF Episode 5: Business Process Flows in Power Automate
Dec05

#TGIF Episode 5: Business Process Flows in Power Automate

Hello Readers and Viewers In this episode we will try to understand all about  Business Process Flows (BPFs). Let’s first… Continue Reading Prashant Shukla’s Article on their blog #TGIF Episode 5: Business Process Flows in Power Automate Hello Readers and Viewers In this episode we will try to understand all about Business Process Flows (BPFs). Let’s first look at types of Flow available in Power Automate: Flow...

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D365 General Tip: Keeping Currency and PriceList in check
Dec05

D365 General Tip: Keeping Currency and PriceList in check

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it. Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS” But when you try to do this, you can’t see the PriceList you want to set. Why is that? Currency That’s because the Currency selected on the record is Rupee (₹) and your PriceList has the… Continue...

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Terminate Control : Power Automate/Flow
Dec05

Terminate Control : Power Automate/Flow

Have you ever thought of terminating power automate/flow if condition is not met ? Recently I have come across this scenario and I used ‘Terminate’ control to achieve this. Terminate control gives you option to set the status (Failed , Succeeded , Cancelled , Custom Value ) . If you select Failed , it gives … Continue reading “Terminate Control : Power Automate/Flow” Continue Reading Nagaraja...

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Power BI Embedder : XrmToolBox
Dec05

Power BI Embedder : XrmToolBox

For developers, it is easy to embed a Power BI report into a form in a model driven app by tweaking form Xml. Power BI is a self analytics tool so that end users/ business users can easily build report and dashboards. What if we have a tool for business users which helps to embed … Continue reading “Power BI Embedder : XrmToolBox” Continue Reading Nagaraja Emmadisetty’s Article on their blog Power BI Embedder :...

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Create a Lead for Every ClickDimensions Posted Form – Video
Dec05

Create a Lead for Every ClickDimensions Posted Form – Video

Continue Reading ryanmaclean365’s Article on their blog https://ryanmaclean365.com/2019/12/05/create-a-lead-for-every-clickdimensions-posted-form-video/ Blog Syndicated with ryanmaclean365’s Permission

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Power BI Embedder for XrmToolBox
Dec05

Power BI Embedder for XrmToolBox

Introduction I can finally announce that my first XrmToolbox tool is publicly available. It’s called Power BI Embedder and it allows you to embed Power BI reports into the forms on your Model-Driven apps. GitHub Repository The idea about the tool popped up in Brussels during the session “XML Hacks – Customisation Tips for Dynamics 365 Solutions” by Marc Gerner where he showed an… Continue Reading Dynamics...

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3 Examples of How Dynamics 365 + Power Platform = Success
Dec04

3 Examples of How Dynamics 365 + Power Platform = Success

The post 3 Examples of How Dynamics 365 + Power Platform = Success appeared first on Dynamic Consultants Group. Continue Reading Genna Joudrey’s Article on their blog 3 Examples of How Dynamics 365 + Power Platform = Success | Dynamic Consultants Group TruGreen, AEP Energy, and the American Red Cross use the formula of Dynamics 365 plus the Power Platform to take proactive actions for their businesses. Blog Syndicated with Genna...

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Disable Open Registration : Power Apps Portal
Dec04

Disable Open Registration : Power Apps Portal

Portal visitors can authenticate to Power Apps Portal by using local user credentials or external identity provider accounts. Visitors who are sent an invitation code (by the portal administrator) have the option to redeem the code in the process of signing up for a new user account. A new visitor can register for a new … Continue reading “Disable Open Registration : Power Apps Portal” Continue Reading Nagaraja...

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Creating a Lead for every ClickDimensions Posted Form using Power Automate
Dec04

Creating a Lead for every ClickDimensions Posted Form using Power Automate

Recently, my good friend Megan Walker did a guest post for ClickDimensions showing how to create a Lead for every ClickDimensions Posted Form and if you haven’t read it then you really should! When I was reading this post one of the things I noticed was the requirement to use a Filter Array step and Compose step for each question in your Form in order to be able to use them when you created… Continue Reading...

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SalesSpark and the Power Apps Component Framework!
Dec03

SalesSpark and the Power Apps Component Framework!

Yesterday we announced our new product, SalesSpark, the Sales Engagement platform built natively upon the PowerPlatform 🚀 I’ve been working on this product for the last few months and have been really impressed with what the Power Apps Component Framework (PCF) can do for Model Driven Power Apps. In the past, the only way to extend Apps was to include custom HTML Web-resources. My… Continue Reading Develop1’s Article...

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Territories enabled for OOB Hierarchical relationship in Sales Hub
Dec03

Territories enabled for OOB Hierarchical relationship in Sales Hub

With the 2019’s Wave 2 Update releasing, the out-of-the-box Sales Territory entity has been enabled with Hierarchy settings. Define Hierarchy Let’s say you are in Sales Hub and in App Settings, look for Sales Territories on the left-hand menu. It’ll show up all Territories, open the same and add a Parent territory Let’s say, I opened Japan, I’ll add Asia-Pacific as the parent of the… Continue...

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Tip: Sharing Power Automate with Groups
Dec03

Tip: Sharing Power Automate with Groups

Flow enables you to share flows with your colleagues either by adding them as co-owners or run-only users (for manual flows only). As co-owners, they have full edit permissions for the flow. As run-only users of manual flows, they can only run the flow. Not only individual users, we can add office 365 groups also … Continue reading “Tip: Sharing Power Automate with Groups” Continue Reading Nagaraja...

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Dynamics 365 Project Service Automation: Creating a Project with Power Virtual Agents
Dec03

Dynamics 365 Project Service Automation: Creating a Project with Power Virtual Agents

Power Virtual Agents is definitely a hot topic as I’m writing this blog post. It’s a pretty easy tool to use and definitely a lot of fun. My idea for this post was to create a project in Project for the web by using PVA’s bot as a project template builder. However due to some current limitations with some of Project for the web’s entities, I had to switch my tool from P4W to D365 PSA. The idea… Continue...

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Recommendations in Dynamics 365
Dec03

Recommendations in Dynamics 365

After I finished presenting my session “Workflows still Rock!” at the Dynamics 365 Saturday in Portland, OR, I had some time left to answer questions and talk about other Dynamics 365 features. I asked the audience if they have heard of the recommendations feature in business rules that was added to the application a few years earlier, and to my surprise most people hadn’t heard of this little… Continue Reading...

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#MSFlowVember Final Totals!!
Dec02

#MSFlowVember Final Totals!!

What. A. Month! #MSFlowVember has come to an end and it’s been such a great reaction to it all. When I first came up with the idea for #MSFlowVember, I didn’t know if it was crazy, if people would like it or if it was even achievable. Well, I knew this community wouldn’t let me down and I wanted to share some final figures for all of #MSFlowVember and a post to sum up all my thoughts… Continue Reading Matt Collins’s...

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How to send ClickDimensions emails with data from ANY record!
Dec02

How to send ClickDimensions emails with data from ANY record!

So now that we’ve looked at how to send ClickDimensions emails using Flow, our next step is to send an email containing data from any record in Dynamics! They said it couldn’t be done, but I’m here to prove them wrong! We’re going to be taking a look at this process and how to automate it using magic i.e – Microsoft Flow In today’s example, our scenario is going to be sending an email…...

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MVP Advent Calendar: Transport Data Between Environments with Sara’s Favorite Tool!
Dec02

MVP Advent Calendar: Transport Data Between Environments with Sara’s Favorite Tool!

Merry Christmas everyone! This post is part of the MVP Advent Calendar Initiative brought to you by Megan Walker. If you haven’t signed up yet and want more gifts all the way up until Christmas, do so here. My gift to you is about how to use my favorite data transport tool and and a small help “script” to get you started. Since I’m lazy by nature I can ensure you that this tool keeps my… Continue Reading...

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The New Project for the Web: The Good, the Bad and the Ugly
Dec01

The New Project for the Web: The Good, the Bad and the Ugly

Significant changes are happening with Microsoft Project at the moment. For a long time, this mammoth of a desktop application has seen very minimal modifications to the core experience. It’s one of those tools that project managers could use brilliantly. Or, if you are anything like me, sink hours into instead, as you figure out all of its nuances and unique features, compared to other… Continue Reading The CRM...

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NEW Release: Power Apps Checker for XrmToolBox
Dec01

NEW Release: Power Apps Checker for XrmToolBox

Read all about this new tool utilizing the Power Apps Checker API here: https://powerappschecker.com The post NEW Release: Power Apps Checker for XrmToolBox appeared first on The Dynamics 365… Continue Reading Jonas Rapp’s Article on their blog NEW Release: Power Apps Checker for XrmToolBox ⋆ The Dynamics 365 Trenches Read all about this new tool utilizing the Power Apps Checker API here: https://powerappschecker.com Blog...

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[Error] code 2147748619 or 0x80040b0b when Email or Appointment is Saved with certain Contact, Account in Dynamics 365 / CDS
Nov30

[Error] code 2147748619 or 0x80040b0b when Email or Appointment is Saved with certain Contact, Account in Dynamics 365 / CDS

TL;DR version: The user cannot save the Email/Appointment if one of the Recipient/Attendee has an invalid email address. SYMPTOM When the user tried to save the Email or Appointment with certain Contact/Account record in Email Recipient/Attendee, the system shows an error messages as below with error message 2147748619 or generic error message and Error code: 0x80040b0b. Once the error message… Continue Reading...

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Degree of Parallelism in Power Automate
Nov29

Degree of Parallelism in Power Automate

What is Degree of Parallelism ? The number of loop iterations that can run at the same time, or in parallel. Degree of Parallelism in Power Automate? Lets take a scenario of updating child records on update of parent record. One of the most used controls is ‘Apply Each’ which is used to process a … Continue reading “Degree of Parallelism in Power Automate” Continue Reading Nagaraja Emmadisetty’s Article on...

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Two-minute read: Custom Code for advanced email personalisation in Dynamics365 Marketing
Nov29

Two-minute read: Custom Code for advanced email personalisation in Dynamics365 Marketing

Personalisation is the essence of email marketing.  Making your messages relevant to your audience increases engagement and conversion rates.  In Dynamics 365 Marketing it’s easy to add ‘simple’ personalisation into an ema…(read more) Continue Reading Richard@BarheadAU’s Article on their blog Two-minute read: Custom Code for advanced email personalisation in Dynamics365 Marketing Personalisation...

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#TGIF Episode 4: Understanding ‘Scope’ in  Flows (Power Automate)
Nov28

#TGIF Episode 4: Understanding ‘Scope’ in Flows (Power Automate)

Hello Readers and Viewers In this episode we will try to understand ‘Scope’ in flows. This is a comparatively short… Continue Reading Prashant Shukla’s Article on their blog #TGIF Episode 4: Understanding ‘Scope’ in Flows (Power Automate) Hello Readers and Viewers In this episode we will try to understand ‘Scope’ in flows. This is a comparatively short episode as I have used visuals to...

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Secure the receiving Flow for Actionable Messages requests
Nov28

Secure the receiving Flow for Actionable Messages requests

The HTTP POST URL of the ‘When an HTTP request is received’ trigger in Power Automate Flows is a public endpoint, so you need to secure it.There are several options to secure the receiving Flow for Actionable Messages requests: Enable Schema validation in the settings of the triggerAdd Trigger conditions based on Headers keysCompare correlationId from Headers with the original one The… Continue Reading...

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Top 5 Ways to Grow your Business With SaaS
Nov28

Top 5 Ways to Grow your Business With SaaS

Top 5 Ways to Grow your Business with SaaS By SAMANTHA SUMMERS A partner development framework is the ultimate guide to take… Continue Reading Samantha Summers’s Article on their blog https://dynamicconsultantsgroup.com/blog/top-5-ways-to-grow-your-business-with-saas/ Blog Syndicated with Samantha Summers’s Permission

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Dynamically setting option set fields in CDS using Microsoft Power Automate – Video
Nov28

Dynamically setting option set fields in CDS using Microsoft Power Automate – Video

Continue Reading ryanmaclean365’s Article on their blog Dynamically setting option set fields in CDS using Microsoft Power Automate – Video Visit the post for more. Blog Syndicated with ryanmaclean365’s...

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Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface
Nov28

Open webresources Modal or Inline using Xrm.Naviagtion.naviagteTo in Dynamics 365 Unified interface

Originally posted on Debajit's Dynamic CRM Blog: Release wave 2 have released some wonderful features and one of them is the capability to open a webresource as modal or inline. I bet this is going to ease the life of lot of consultants who were traditionally using Xrm.Navigation.openWebResource or Xrm.Utility.openWebResource (deprecated) to open webresource… Continue Reading Nishant Rana’s Article on their blog Open...

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Getting started with Power Virtual Agent
Nov28

Getting started with Power Virtual Agent

Microsoft recently released a tool called “Power Virtual Agent” that will help us create a bot without writing any code. With this release I am sure lot of citizen developers were happy – more addition to #NoCodeLowCode tools. This tool is still in preview at the moment. To begin with Power Virtual Agent, you have to navigate to https://powerva.microsoft.com and login with your Office365… Continue Reading...

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6 Steps to Creating a Custom Connector
Nov27

6 Steps to Creating a Custom Connector

6 Steps to Creating a Custom Connector By GENNA JOUDREY If you frequently use Azure Logic Apps, Power Automate, or PowerApps, you… Continue Reading Genna Joudrey’s Article on their blog 6 Steps to Creating a Custom Connector | Dynamic Consultants Group Custom Connectors allow users to create and share a connector with its own triggers and actions. Blog Syndicated with Genna Joudrey’s...

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When a record is created, updated or deleted trigger for CDS: Power Automate
Nov27

When a record is created, updated or deleted trigger for CDS: Power Automate

Earlier we were able to trigger Power Automate (Flow) on only one CDS trigger . i.e create, update or delete. Now, we have option to configure multiple triggers. If you are not able to view the trigger , you might be using the wrong connector. There are 2 connectors available for CDS in Power Automate … Continue reading “When a record is created, updated or deleted trigger for CDS: Power… Continue Reading Nagaraja...

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Dynamics 365 – ISV Protection?
Nov27

Dynamics 365 – ISV Protection?

As an ISV, with solutions for both Dynamics 365 and Power Apps, I was encouraged about the attention that Business Applications ISVs are getting recently. Unfortunately, I.P. protection is not one of the items coming anytime soon. Managed Solution Myth Many ISVs believe that their managed solutions are safe. Having taken great pains to ensure that their managed solution never gets in the wrong… Continue Reading Steve Mordue...

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Using Flic Buttons with CDS – Dynamically setting Option Set fields
Nov27

Using Flic Buttons with CDS – Dynamically setting Option Set fields

In my previous post I demonstrated how to use a Flic button with CDS to create a Fire Evacuation record and notify Users that an office is being evacuated. The eagle-eyed amongst you may have noticed that the Office option set field value was hard-coded, meaning no matter where you were when you triggered the Flic button it would create an evacuation record against the specifically named… Continue Reading ryanmaclean365’s...

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Migration of multi-select option sets in Dynamics 365 – SSIS (KingswaySoft)
Nov27

Migration of multi-select option sets in Dynamics 365 – SSIS (KingswaySoft)

Let us take a very simple example to understand how to migrate the multi-select option set in Dynamics 365. Here we will take excel as our source. Create a new SSIS package, add the Excel Source component and Dynamics CRM Destination component in the Data Flow. https://www.kingswaysoft.com/products/ssis-productivity-pack… Continue Reading Nishant Rana’s Article on their blog Migration of multi-select option sets in...

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Populating ‘Item Link’ In Approvals (Power Automate/MS Flow)
Nov26

Populating ‘Item Link’ In Approvals (Power Automate/MS Flow)

Hi Readers This is a quick tip on how to generate a link to the item you want to be… Continue Reading Prashant Shukla’s Article on their blog Populating ‘Item Link’ In Approvals (Power Automate/MS Flow) Hi Readers This is a quick tip on how to generate a link to the item you want to be approved. Scenario: Whenever a quote is created a approval request must be sent out with a link/URL of quote to b… Blog...

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Canvas App Nav Bar Component
Nov26

Canvas App Nav Bar Component

I wanted to get more familiar with building Canvas Apps in Power Apps so I though I would try and create a Wizard type app, that guides a user through a series of input screens. My intention was to use it in Dynamics 365 instead of the deprecated Dialogs. As part of this exercise I wanted to create some reusable components that I could use in my Wizards screens. This seemed a sensible… Continue Reading admin’s Article on...

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How to Create a Lead Disqualification in Power Automate
Nov26

How to Create a Lead Disqualification in Power Automate

How to Create a Lead Disqualification in Power Automate By JOSHUA KRANHOLD The more I get to work with Microsoft Power Automate… Continue Reading Joshua Kranhold’s Article on their blog How to Create a Lead Disqualification in Power Automate | Dynamic Consultants Group How can you create a Lead Disqualification with the new Flow, Power Automate? Blog Syndicated with Joshua Kranhold’s...

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Remember grid state feature: Unified Interface grid
Nov26

Remember grid state feature: Unified Interface grid

I remember filtering records in the view, navigate to the record , and return to the grid , and the filter is gone. It was very frustrating to filter the grid again and again. Now ,this is improved. As part of 2019 release wave 2, several updates have been made to Unified Interface grid . … Continue reading “Remember grid state feature: Unified Interface grid” Continue Reading Nagaraja Emmadisetty’s Article on...

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Anatomy of the D365 Outlook App Panel
Nov26

Anatomy of the D365 Outlook App Panel

Ever since Microsoft came out with the Outlook app for Dynamics 365 I’ve had several folks ask me how to configure the panel that opens up when you click on the Dynamics 365 button in Outlook. If you haven’t noticed yet, this form is not one standard form that lives in Dynamics 365. There are actually three forms that make up the panel that you see when clicking the button from within an item… Continue Reading Dian...

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Embedding a Canvas App in a Power Apps Portal
Nov26

Embedding a Canvas App in a Power Apps Portal

The other day I was reading the Microsoft Docs site when I came across an entry on embedding Canvas Power Apps. It is well known that you can embed Canvas Power Apps in Power BI Dashboards, Model-Driven App forms and Microsoft Teams. The docs article also mentioned that you can embed Canvas-based Power Apps in websites. Think about that for a minute. Imagine the power of bring a… Continue Reading Nick Doelman’s Article on...

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High Density Headers in Dynamics 365 – 2019 Release Wave 2 (Unified Interface)
Nov26

High Density Headers in Dynamics 365 – 2019 Release Wave 2 (Unified Interface)

New high-density headers have been introduced for Dynamics 365 Entity Forms as part of 2019 Release Wave 2 for Unified Interface. Let us try to understand various settings available for it Log in to https://make.powerapps.com/ select the environment, and select Data à Entities à Forms Click on Edit Header Density to open the properties section … Continue reading “High Density Headers in… Continue Reading Nishant...

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Is your PCF control read-only?
Nov25

Is your PCF control read-only?

Issue I’ve noticed that most of the PCF controls out there that are available as open-source projects have the same problem. They don’t handle states of the field. The most basic one is the disabled state when the data is read-only. Maybe you thought that framework will handle that by default, but the answer is sadly a big NO. The good news is that you can fix that in no time. Get… Continue Reading Dynamics...

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The Power of Us—An IT Professional’s Perspective on Handling Difficult Conversations
Nov25

The Power of Us—An IT Professional’s Perspective on Handling Difficult Conversations

The Power of Us – An IT Professional’s Perspective on Handling Difficult Conversations By TOM NORTHRUP Overcoming difficult… Continue Reading Tom Northrup’s Article on their blog The Power of Us-An IT Professional’s Perspective on Handling Difficult Conversations | Dynamic Consultants Group How consultants handle themselves may impact their daily work and career. This article will explore how to navigate...

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Power Apps – Licenses vs. Passes
Nov25

Power Apps – Licenses vs. Passes

Many of you have probably heard me talk about the new Power Apps Per App Plans. At $10ea, I know a lot of people are inquiring about it from my Save 90% post a while back. It’s real, but it’s different. Until Jukka writes the definitive post on this, I will give you my thoughts. Licensing One thing that most everyone can agree on, is that licensing for the Power Platform is complicated. It was… Continue Reading Steve...

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Event registration as a criteria for a customer segmentation
Nov25

Event registration as a criteria for a customer segmentation

Let's see how to create a segment based on your event registrations. This means that every time somebody signs up for an event, they will automatically join the segment, which will allow you to send them a confirmation email, or session registration summary or even their e-tickets.(read more) Continue Reading d_radulova’s Article on their blog Event registration as a criteria for a customer segmentation Let’s see how...

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