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

Using the AutoNumber Field Type in PowerApps and Dynamics 365

In PowerApps, Dynamics 365 and the Common Data Service, we have the option to use a field type called AutoNumber, which automatically updates the data in the field to a set format and increments a number in the field. Let’s look at how to do this. Log into PowerApps at https://powerapps.microsoft.com/en-us/ and select your PowerApps environment: Let’s add an autonumber field to our Account entity. Go to Data->Entities and select the … Continue reading Using the AutoNumber Field Type in PowerApps and Dynamics 365

Reading and Updating System Settings in Dynamics 365 through C#

In this post, we will look at how to read and update the Dynamics 365 System Settings using C#. If you are updating, be sure to test your code properly. System Settings is accessed in Dynamics 365 through Settings->Administration: System Settings: This information is stored in the entity called Organization, which we can see in the Entity Customizations: Let’s create a new console app to read this entity. Create a … Continue reading Reading and Updating System Settings in Dynamics 365 through C#

How to Use Relevance Search in Dynamics 365

In Dynamics 365, there is a feature called Relevance Search, which allows a user to search Dynamics 365 data and have it displayed in order of relevance. This feature is powered by Azure Search and uses the same scoring concepts. To enable Relevance Search, go to https://admin.powerplatform.microsoft.com/, select your environment and go to Settings. Click on Features: Then scroll down to Search and select Relevance Search: Next, click on the search … Continue reading How to Use Relevance Search in Dynamics 365

Assigning Users and Roles to a Dynamics 365 App

Let’s look at how to assign users to a Dynamics 365 app so they have access to the app. First, as an Administrator, let’s create a new app. Log into your environment and go to https://yourorg.crm.dynamics.com/apps. Click on Create New App: Enter a name and click Done: Click into the Site Map: Provide a name for the Group, and select any Subarea, then Save and Publish: Refresh the page and you … Continue reading Assigning Users and Roles to a Dynamics 365 App

Opening Lookups in New Web Page in Dynamics 365 Unified Interface

In Dynamics 365, when using the Unified Interface, we have the ability to open lookup fields in different web pages, through the use of user clicking. The behavior works as follows, which can be useful if you want to stay on the page you are on. In our example let’s look at an Opportunity record with a Contact lookup field. Control + Click Clicking the Control key and Clicking the … Continue reading Opening Lookups in New Web Page in Dynamics 365 Unified Interface

Stopping User from Typing Past Field Size Limit in Dynamics 365 Unified Interface

In Dynamics 365, when using the Web Client, when a field limit size is reached, the user will be prevented from typing in the field. This behavior is different in the Unified Interface. In this post, we will look at how to stop the user from continuing to enter in Unified Interface fields when the field size is reached. Let’s start by creating a new field, called Field with Limit … Continue reading Stopping User from Typing Past Field Size Limit in Dynamics 365 Unified Interface