Connecting an OData Azure App Service to Virtual Tables in the Power Platform

In this post, we will look at how to use Virtual Tables in the Power Platform and Dynamics 365. Virtual Tables were previous called Virtual Entities before Microsoft’s renaming of entities to tables. Virtual tables are a powerful way to integrate 3rd party systems with Microsoft Dataverse. These types of tables are what you would imagine, tables that are “virtual”, i.e. not so much physical, so the data stored in … Continue reading Connecting an OData Azure App Service to Virtual Tables in the Power Platform

How to Easily Install Updates to XrmToolbox Tools

In this post, we will look at how to easily install multiple XrmToolbox tools at once. We will also look at how XrmToolbox color codes each line in the tools library. When you log into XrmToolbox, you may see the message “Updates are available for your tools”: On the right, you will see the link to Open Tool Library. Selecting this opens the tool library like below, however it displays … Continue reading How to Easily Install Updates to XrmToolbox Tools

How to Submit and View Product Ideas for Dynamics 365 Applications

Ever used a Dynamics 365 product and thought of an idea that would make the product that much better? Microsoft encourages individuals to submit ideas that would help improve their products, and the place to submit and find these ideas for Dynamics 365 is at https://experience.dynamics.com/ideas/. When you go to the site, you will see something like below: From here, you can select an idea category. Expanding an idea section will … Continue reading How to Submit and View Product Ideas for Dynamics 365 Applications

Dealing with Deprecated Flip Controls in 2021 Release Wave 1 Power Apps

The 2021 Release Wave 1 for Power Apps has a list of deprecated features, including various controls. In this post, we will look at the deprecation of controls, specifically the “flip” controls and what it means. Looking at the Microsoft documentation here, we see several controls will be deprecated including: Flip Switch Calendar Control (V1) Linear Slider Radial Knob Arc Knob Linear Gauge Website Preview MultiSelectPicklistControl (V1) Flip Label From … Continue reading Dealing with Deprecated Flip Controls in 2021 Release Wave 1 Power Apps

Removing Import from Excel in Dynamics 365

The Import from Excel feature allows users to import data into Dynamics 365. In some cases, you may want to disable this. To remove the Import from Excel feature, go to the security role, then under Core Records find Data Import. Uncheck the permissions: Now, when the user tries to import, they have no option:  

Disabling Export to Excel in Dynamics 365

In this post, we will look at how to disable the Export to Excel feature in Dynamics 365. Disabling this may be useful if you have certain data governance requirements. First, let’s look at a user that has this functionality. Clicking on a list of Leads, we see he has the ability to Export to Excel: And selecting this gives him further options: In the Power Platform Admin Center, go … Continue reading Disabling Export to Excel in Dynamics 365

Dynamics 365 Business Units, Teams and Security In Depth

In this post, we will look at Dynamics 365 Business Units, Teams, and Security, and how they work. Let’s first look at an organization, that only has a root business unit. The organization wants to create business units for the East and West operations. Let’s create a new business unit. Go to the Power Platform Admin Center, select your Org, then Settings->Users + Permissions->Business Units: Or, go to Settings->Security, and … Continue reading Dynamics 365 Business Units, Teams and Security In Depth

The Trick to Updating Custom Lookups using the Dynamics 365 Web API

In Dynamics 365 Power Apps, when updating a custom lookup field using the Web API, you may run into an “undeclared property” error. Let’s look at how to get around this so you can update custom lookups through the Web API. This tip comes from one of my favorite devs, Joseph Duty! There are a couple of scenarios we will cover here. The first is when the entity is an activity, … Continue reading The Trick to Updating Custom Lookups using the Dynamics 365 Web API

Using EasyRepro for Automated UI Testing in Dynamics 365 Power Apps

EasyRepro is an automated UI testing API from Microsoft tool to test Dynamics 365 Power Apps. This is useful if you are performing repeated UI tests and would like to automate these. To use EasyRepro, go to the GitHub repository https://github.com/microsoft/EasyRepro and download or clone the code: I will download it: After downloading the ZIP file, right-click -> Properties and unblock: Unzip and you should see something like below. Open … Continue reading Using EasyRepro for Automated UI Testing in Dynamics 365 Power Apps

Hiding Form Header and Footer Through JavaScript in Dynamics 365 Power Apps

In this post, we will look at how to hide and show various elements of a Dynamics 365 model-driven Power App form, including the header and footer, using JavaScript. First, let’s take a look at the elements of a form based on the formContext. The formContext provides us with a headerSection and a footerSection. The header is then divided into 3 parts, header command bar, header body, and header tab … Continue reading Hiding Form Header and Footer Through JavaScript in Dynamics 365 Power Apps