Category: Dynamics 365 Customer Engagement (CRM)

Integrating Power BI Reporting with Dynamics 365 (2024)

Power BI reports can be surfaced in several ways in Dynamics 365. In this post, we will look at the various options available today in 2024 to display Power BI reports inside of Dynamics 365. Creating a Workspace First, let’s go ahead and create a new Power BI workspace, where we will be housing our Power BI reports. This is done in the Power BI service at https://app.powerbi.com. When you’re in … Continue reading Integrating Power BI Reporting with Dynamics 365 (2024)

Creating Service Principals Really Easily Using Pac Cli

When creating integrations with Dynamics 365, one of the common steps is to set up a service principal in Azure. There are several steps to set this up, including: Creating an Azure App Registration Creating a secret Setting up API permissions Creating an Application User in the Power Platform Admin Center Assigning permissions to that Application User What if I told you you can do all of this with one … Continue reading Creating Service Principals Really Easily Using Pac Cli

Exploring Features in Copilot for Customer Service Dynamics 365

Microsoft Copilot has been embedded into several parts of its Copilot AI assistant into Dynamics 365 Customer Service. In this post, we will look at some of these. Before we start, let’s consider the real use cases for wanted Copilot for customer service scenarios. The aim of customer service is to keep customers happy, and one way to do this is for agents to be able to resolve customer issues … Continue reading Exploring Features in Copilot for Customer Service Dynamics 365

Installing PCF.Gallery Components When No solution.zip Exists

In a previous post, we looked at how to use the PCF.Gallery site to install custom PCF components when a solution has been provided by the developer in GitHub. In some cases, the solution.zip file may not exist. Let’s look at how to deploy these components to an org so we can use them. Note you will need to go through these instructions here to set up your PowerApps Component Framework  … Continue reading Installing PCF.Gallery Components When No solution.zip Exists

Embedding a Dataverse Power Automate Flow Inside Power BI

Power Automate Flows can now be embedded inside Power BI reports, which opens many possibilities for performing functions within a Power BI report. In this post, we will look at this cool new feature. In a previous post, we showed how to embed a canvas app inside Power BI. Let’s take a look at embedding a flow. Note this functionality will reach General Availability in April 2024 and is part … Continue reading Embedding a Dataverse Power Automate Flow Inside Power BI

Embedding a Dataverse Canvas App Inside Power BI Reports

Power BI has a visualization that allows us to embed Power Apps Canvas Apps inside of Power BI reports, which can be useful if you want to liven up your Power BI reports! In this post we will create a Power BI report that displays related contact information from a selected account from the Dataverse. This follows on from a similar concept where we embedded a Canvas App inside a … Continue reading Embedding a Dataverse Canvas App Inside Power BI Reports

Disabling Try The New Look Switch in Power Apps

The new modern look for Power Apps is really cool! It’s so cool in fact that I went through it in a video on Power Platform TV, you can watch the video here (subscribe if you haven’t already!) What we’re seeing in Release Wave 2 for 2023 is an option for users to be able to toggle between the old (current) Power Apps and Dynamics 365 and the new refresh modern … Continue reading Disabling Try The New Look Switch in Power Apps

Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

Customer Service workspace has an Advanced contact lookup (customer and account) that displays contact views and allows for searching records. But what if the data you are entering isn’t returned in the search? In this post, I will go through how to allow searching of fields not included in the default search. This applies to Dynamics and model-driven app views as well. First, let’s look at the advanced contact lookup … Continue reading Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

5 Cool Early Access Features for Power Platform 2023 Release Wave 1

The Power Platform 2023 Release Wave 1 has a whole bunch of new and exciting features. In this post, we will look at 5 new early access features you can turn on right now. Note these are pre-release features and not to be used just yet in production environments. 1. See Which Colleagues are Viewing the Same Records as You This feature can be turned on by going to the … Continue reading 5 Cool Early Access Features for Power Platform 2023 Release Wave 1

SharePoint and Power Apps Integration with Virtual Tables

In this post, we will look at a Power Platform 2023 Release Wave 1 feature, SharePoint integration with Power Apps through Virtual Tables. This allows us to easily through a wizard-driven interface quickly integrate SharePoint and Power Apps. Let’s look at how to do it. Check out the video on Power Platform TV: First, we will need a SharePoint site. I have one set up, with a list of Colors: … Continue reading SharePoint and Power Apps Integration with Virtual Tables