Author: Carl

Dynamics 365 – Customizing the Site Map with Sitemap Designer

In Dynamics 365, you have the ability to customize the site map, which controls how the menu is displayed in Dynamics 365: To do this, go to Settings->Customizations: And select Customize the system: Select Client Extensions->Site Map: This will take you to the Sitemap Designer in PowerApps: There are 3 parts to a sitemap: Area – e.g. Sales, Marketing, Settings etc Group – e.g. My Work, Customers, Tools etc Subarea … Continue reading Dynamics 365 – Customizing the Site Map with Sitemap Designer

Introduction to Azure Logic Apps

Logic Apps is a service in Microsoft Azure for connecting different apps together, without having to write code. Simply, it is a workflow engine in the cloud. For example, if a customer opens a ticket in your support system and uploads a screen shot, with Logic Apps, on creating the ticket you could create a new record in SharePoint with the image, create a new record in your CRM system … Continue reading Introduction to Azure Logic Apps

Checking Dynamics 365 Service Status

To check the status of the Dynamics 365 service, as well as other Microsoft services, first log in to: https://portal.office.com/ Expand Health, and select Service Health: On the right, you will see different services and any incidents or advisories. For example, below there is an advisory showing a Dynamics 365 service degradation with Yammer integration: You will also see if service is “healthy”: And any incidents:  

PowerApps – Using a Model Driven App on Your Smartphone

To access a model-driven app from a mobile device, you have 2 options: Download and install the Dynamics 365 mobile app Access your organization from a web browser To access through the mobile app, first install the app and log in. You will then see a list of published apps: Select an app to use it. Here we are selecting an app we previously created: When using the website on … Continue reading PowerApps – Using a Model Driven App on Your Smartphone

PowerApps – Create a Model-Driven App

In this post we will go through creating a model-driven app. These types of apps are different from canvas apps, which we created in a previous post. Log into https://web.powerapps.com/. In the bottom right, select Model-driven apps: You should see something like below. Select + New app: You will probably receive this message, as we have not yet created any databases – “No database found. To work with apps, you need … Continue reading PowerApps – Create a Model-Driven App

PowerApps, Canvas Apps, Model Driven Apps, Common Data Service and Dynamics 365 Explained

Microsoft has made several exciting new releases and updates to its PowerApps and Dynamics 365 platforms. In this post, we will explain what the different types of PowerApps are and the differences between Canvas Apps vs Model-Driven Apps. We will also discuss the Common Data Model and the Common Data Service, and what the new Common Data Service for Apps exactly is. We will then show how Dynamics 365 ties this … Continue reading PowerApps, Canvas Apps, Model Driven Apps, Common Data Service and Dynamics 365 Explained

PowerApps – Install Model-Driven Sample Apps

To install the model-driven PowerApps samples, you will first need to install a new environment if you have not already done so. Go https://admin.powerapps.com/ and select New Environment. We will call ours Sample Apps Environment: Click to Create Database: Enter currency and language. Ensure “Include sample apps and data” is checked and click Create database: Now go to https://web.powerapps.com/ and change the design mode to Model-driven: Click on Apps, and you will … Continue reading PowerApps – Install Model-Driven Sample Apps

PowerApps Part 4 – Adding a Flow to an App

In our previous posts, we created a PowerApp that displays accounts from Dynamics 365, that a user can select and update. In this post we will extend that app to call a Flow. This is an extremely powerful capability of PowerApps, in that you can easily integrate with other systems and automate processes such as sending an email that can be wired to your PowerApps buttons with no code. Let’s … Continue reading PowerApps Part 4 – Adding a Flow to an App

PowerApps Part 3 – Using an App on a Smartphone and Web

In our previous posts, we created an app that connects to Dynamics 365 and showed how to configure the app settings, share the app with users and publish the app. In this post, we will use the app on a smartphone and on the web. A nice feature of PowerApps is that when you create an app for mobile, you don’t need to go through the additional step of registering … Continue reading PowerApps Part 3 – Using an App on a Smartphone and Web