Author: Carl

Can’t See Omnichannel in List of Dynamics 365 Apps

You may find that Omnichannel is missing from your list of Dynamics 365 Apps in the Power Platform Admin Center. For example, below is the Dynamics 365 Apps, but no Omnichannel: If this is the case, try selecting an org first by clicking on Environments, then the org: On the right, you will see Resources, then Dynamics 365 Apps: You are now under the Dynamics 365 Apps for this org, … Continue reading Can’t See Omnichannel in List of Dynamics 365 Apps

Omnichannel Data Access Consent URL

To provide Data Access consent for Omnichannel, sign in as a Global Tenant Admin and then go to the URL: https://go.microsoft.com/fwlink/p/?linkid=2070932 Or for GCC, go to: https://go.microsoft.com/fwlink/p/?linkid=2128838 You will see below. Make sure to check Consent on behalf of your organization. Then click Accept: You will see “Data access successfully granted. Please close this window”:  

Use List Records in Power Automate Flow to Create and Send CDS Report Data

List Records is an action in the Common Data Service connector in Power Automate Flow that lists records based on a query you provide to the Common Data Service. The results can then be sent somewhere, such as in an email or posted to a Microsoft Teams chat. In this post, we will look at how to use List Records to do both these things. If you prefer video, check … Continue reading Use List Records in Power Automate Flow to Create and Send CDS Report Data

How to Use 127.0.0.1 in USD CTI Calls

Unified Service Desk handles CTI calls that listen to http://localhost:5000 by default. We can change the port through configuration in the USD server. However, what if instead of looking for localhost, we would like USD to recognize 127.0.0.1? I ran into this scenario recently when dealing with some telephony software that could use 127.0.0.1 but not localhost. In this post, we will look at how to set this up in … Continue reading How to Use 127.0.0.1 in USD CTI Calls

Display Power BI Visualizations Using Azure AD and Liquid Tags inside Power Apps Portals

Power BI visualizations can be displayed inside Power Apps Portals using Liquid tags. In this post we will show how to set up Power Apps portals to enable the Power BI liquid tag to be used to embed Power BI visualizations inside Power Apps portals. We will do this with a blank custom portal we created earlier. Let’s start on the Power BI side. Power BI We have a Customers … Continue reading Display Power BI Visualizations Using Azure AD and Liquid Tags inside Power Apps Portals

Add a Menu Item to Primary Navigation in Power Apps Portals

Let’s look at how to add a new menu item to a Power Apps portal Primary Navigation menu. This menu is the one across the top of the top: Let’s create a Hello World link which opens a Hello World page. Open the Dynamics 365 Portals app and go to Web Pages, then New: We will create a new page with the parent page of Home, and a page template … Continue reading Add a Menu Item to Primary Navigation in Power Apps Portals

How to Create and Customize a Custom Power Apps Portal For Your Organization

We have already looked at some great features of Power Apps portals in previous posts, such as the out of the box templates such as the community portal template and customer self-service template. Now it’s time to look at creating a blank portal with minimal features, so organizations can build out a portal for their own specific requirements. We will look at how to customize the blank portal to include new … Continue reading How to Create and Customize a Custom Power Apps Portal For Your Organization

Creating a Community Portal with Blogs, Forums, Ideas, and KB using Power Apps Portals

The Community Portals template is a quick and easy way for a Power Apps organizations to get up and running with their own community portal. The template provides a lot of nice out of the box functionality, including blog posts, forums, and ideas. Let’s look at how to use the Community Portal Template in Power Apps Portals as we as how to add new content. First, go to https://make.powerapps.com/ and select … Continue reading Creating a Community Portal with Blogs, Forums, Ideas, and KB using Power Apps Portals

Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals

Power Apps Portals are functionality that can be used by Dynamics 365 / Power Apps environments for quick, customizable out-of-the-box portals. These portals can provide many advantages for businesses, including giving customers round-the-clock self-service support and the ability to create their own cases online in a secure environment. There are a few types of portals that are currently available for organizations to take advantage of. These portals are: Community Portal Customer … Continue reading Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals

Convert Your Common Data Service Power Automate Flows to Run as Azure Logic Apps

Imagine a situation where you have created a Power Automate Flow, and you want to convert it to an Azure Logic App so you can take advantage of the Azure Logic App features. Let’s look at how to do this with a Common Data Service example. There are a couple of “gotchas” we will note. First, let’s create a simple Power Automate Flow. Our flow will do the following – … Continue reading Convert Your Common Data Service Power Automate Flows to Run as Azure Logic Apps