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When calling the Dynamics 365 Power Apps Web Api, you may have a need to pass a custom value along with the request. For example, let’s say you’re retrieving a list of contacts through a Web Api call, and you want to pass along a custom value CallerId so you know who is making the Web Api call. In this post, we will look at how to the tag property in Web … Continue reading Tag and Shared Variable Custom Values in Web Api Plugins
In this post, we will look at App Side Panes in Model-Driven Apps, a useful feature that gives users a side pane on the right side of a model-driven app. Developers can utilize this pane to display information to a user, such as lists, records, and pages. Note, according to the documentation, this is still in preview and was expected to go GA last month. Keep an eye out for … Continue reading App Side Panes in Model-Driven Apps
In this post, we will look at using Dynamics 365 Web Hooks, or webhooks, in the Plugin Registration Tool. We will call out to Power Automate as well as an Azure Function. If you prefer video, check it out on my YouTube channel: First, let’s open the Plugin Registration Tool and log into an org. We see the options for: Register New Assembly Register New Step Register Image Register New … Continue reading Calling an Azure Function and Power Automate with D365 Webhook
In this post, we will look at Unified Routing in Customer Service in Dynamics 365. Unified Routing is enterprise-grade routing that routes incoming work to the best agent. It classifies work, then assigns work based on parameters we provide and it can also utilize machine learning. Let’s take a look at it. We will go through the example of routing cases for sales and support to the best agent based … Continue reading First Look at Unified Routing in Dynamics 365 Customer Service
In this post, we will look at how to embed Power Automate flows inside of Power BI and pass Power BI data to the flows. Let’s say we have a report which contains Dataverse data, and when a user selects an Account, the can click a button to have that account emailed to them. First, let’s look at a Power BI Desktop report we have, which is pulling data from … Continue reading Embedding Power Automate Flows Inside Power BI
One question that has come up a few times has been are there alternatives to the CRM REST Builder, an awesome tool that was built some time back by Jason Lattimer and appears to be no longer being maintained. Guido Preite has built a worthy alternative, the Dataverse REST Builder that runs in XrmToolbox, as a managed solution, and in Dataverse DevTools (VS Code). Let’s take a look at it. First, let’s install it … Continue reading Using the Dataverse REST Builder to Build REST Requests
If you work with Dynamics 365 and the Power Platform, you have worked with the FetchXML Builder, an XrmToolbox plugin built by Microsoft MVP Jonas Rapp. Most people are aware of its functionality from its name, a powerful tool that generates FetchXML without the user having to actually know any FetchXML. However, as powerful as this feature is, there are several other capabilities of the tool that are super useful. … Continue reading 10 Features in FetchXML Builder You Need to Be Using
In a previous post, we showed how a Power Virtual Agent can look up dataverse data and return it to the person chatting to the bot. In this post, we will look at how the bot can ask a person questions, send the person’s answer as a parameter to the dataverse, and return data to the person. Specifically, we will look at the example where a customer asks about a … Continue reading Power Virtual Agents Sending Question Parameters to Dataverse
In this post, we will look at how a Power Virtual Agent can lookup data in the Dataverse and answer questions intelligently to the person it is chatting with. We will go through a simple example where we display account data to the bot’s chatter. First, let’s create a new virtual agent in the Dataverse environment we want to look up data. Go to https://web.powerva.microsoft.com/environments/ to access your bot. Then go … Continue reading Power Virtual Agents Calling Dataverse to Answer Questions
The Power Apps Maker Solution Preview is available for some orgs. Once enabled, it provides a cleaner user experience when building apps. For example, the New menu below has changed from showing many options to a categorized experience: To enable the Power Apps Maker Solution Preview, go to https://make.powerapps.com and select Solution Preview On: Now when you go into a solution, you will see the new layout. We see 3 … Continue reading Enabling the Power Apps Maker Solution Preview