Creating Custom Workflow Activities (Workflow Extensions) in Dynamics 365 and PowerApps

In this post, we will create a new Custom Workflow Activity, or Workflow Extension, which allow us to call custom code from workflows in Dynamics 365 and PowerApps. First, let’s look at how these are used. Log into your org and go to Settings->Processes: Let’s create a new workflow with the following. Set name = Test Workflow, Category = Workflow and Entity = Account, then click OK: Under Add Step, … Continue reading Creating Custom Workflow Activities (Workflow Extensions) in Dynamics 365 and PowerApps

How to Install PowerApps Components from PCF.Gallery to Your Org

The PCF.gallery site contains many PowerApps custom components written by people in the PowerApps community. Some of the controls are really cool, and in this post we will look at how to use the site and install controls in your PowerApps / Dynamics 365 environment to make your orgs even more usable. First, head over to PCF.gallery. You will see links to various controls: You can click on a link to … Continue reading How to Install PowerApps Components from PCF.Gallery to Your Org

Walkthrough of Creating the Microsoft PowerApps PCF Sample Component

In our previous post, we installed the PowerApps CLI and created a PowerApps custom component. In this post, we will go through the Microsoft sample here, where we add code to a PCF project, build the project, create a solution and deploy it to our PowerApps / Dynamics 365 environment to use on a field. First, let’s create a directory LinearComponents to add our control code. We will use the … Continue reading Walkthrough of Creating the Microsoft PowerApps PCF Sample Component

Creating a Custom Component using the PowerApps Component Framework (PCF)

The PowerApps Component Framework (PCF) is a Microsoft framework for building custom components in PowerApps. Let’s go through what this actually means and how to build these components. In PowerApps and Dynamics 365, fields have types, such as Single Line of Text, Whole Number, Currency etc. For example, if we open our Account entity, we can see there are many fields, and these fields have different types: We can open … Continue reading Creating a Custom Component using the PowerApps Component Framework (PCF)

How to Implement JavaScript Confirmation Dialogs in Power Apps and Dynamics 365

In Power Apps and Dynamics 365, you may need to display a dialog to a user in order to decide which piece of code to run next. We can do this using the command Xrm.Navigation.openConfirmDialog. Let’s look at how to do this from a model-driven Power App. Go to the app and open the Console in your browser’s developer tools. The function takes the following parameters: Xrm.Navigation.openConfirmDialog(confirmStrings,confirmOptions).then(successCallback,errorCallback); Let’s start with … Continue reading How to Implement JavaScript Confirmation Dialogs in Power Apps and Dynamics 365

Enabling the 2019 Release Wave 2 Preview in the Power Platform

To enable your Org to use the 2019 Release Wave 2 Preview, log into https://admin.powerplatform.microsoft.com/ and select your org: On the right in Updates, click Manage: You will see: 2019 release wave 2 Update now and your end users get new features in: PowerApps and Platform Dynamics 365 Sales Dynamics 365 Customer Service Dynamics 365 Marketing All updates will happen at once. Note this cannot be undone. Click Update Now: Enter the … Continue reading Enabling the 2019 Release Wave 2 Preview in the Power Platform

Embedding and Viewing an AI Builder Model in PowerApps and Dynamics 365

In our last post, we created a Binary Classification model using the AI Builder in Microsoft PowerApps. In this post, we will continue the example and embed the results in a PowerApp / Dynamics 365 so users can view these results. First, select the AI Model and in the bottom, click Publish: This will publish the model: Once complete, the model will show as “Live”: Now, let’s add this to … Continue reading Embedding and Viewing an AI Builder Model in PowerApps and Dynamics 365

Using the AI Builder in the Microsoft Power Platform for Binary Classification

In this post, we will look at how to use the AI Builder for PowerApps and Dynamics 365 to predict an outcome in the Microsoft Power Platform. Note at the time of writing this is Preview functionality. The AI Builder is an Artificial Intelligence feature of the Microsoft Power Platform that is used to perform AI functionality. In this post, we will look at a Binary Classification example. First, go … Continue reading Using the AI Builder in the Microsoft Power Platform for Binary Classification

Getting Lookup Fields from Dynamics 365 Web API URL

In Dynamics 365, we can use the Web API to return records through a web browser URL. In this post, we will look at how to get the lookup field data. Let’s use Accounts as an example. We can access the API through the address https://yourorg.api.crm.dynamics.com/api/data/v9.1/: We can then get accounts using https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts: Now, accounts have a lookup field for Currency: We can select the currency field through the Web … Continue reading Getting Lookup Fields from Dynamics 365 Web API URL

Restricting Access to a Form in Dynamics 365 through Security Roles

In Dynamics 365, we can restrict access to forms through security roles. Let’s look at how to do this. Let’s look at the Account forms. In our system, we have several forms showing. Users can use the drop-down to change the current form: And the form will change: Let’s say we want to restrict a user, Alan, from being able to access this Sales Insights form. We see he is … Continue reading Restricting Access to a Form in Dynamics 365 through Security Roles