Category: Dynamics 365 Customer Engagement (CRM)

Configuration pages are used in Dynamics 365 / Power Apps solutions so developers can provide some light documentation on what a solution contains. This might be useful for tracking what is deployed between environments, or what functionality a solution contains. To use configuration pages, first set up a new solution. Note the Configuration Page only has the option “None”. Let’s click Create to save the solution: Next, let’s create a new … Continue reading Using Configuration Pages in Dynamics 365 Power Apps Solutions

One of the cool recent announcements by Microsoft is the ability to write T-SQL queries against a Common Data Service database using SQL Server Management Studio. This also includes the ability to connect to the Common Data Service using Direct Query in Power BI. Let’s look at how to enable this preview feature and how to use it. Note this is a preview feature from Microsoft, so expect things to … Continue reading New Features – Common Data Service, SQL and Power BI !!!

In this post, we will look at how to create a Power Automate Flow that alerts someone when a Power Platform Common Data Service version changes. This can be very useful if you’re waiting for new features to come out, for example the T-SQL access to the Common Data Service. We can also use this to connect to any of the D365 / Power Apps Web API methods from Power … Continue reading Get Alerted When a Common Data Service Database Version Changes

When working with web resources in Dynamics 365 / Power Apps in the past, we were able to access form elements by using Xrm.Page. This has now been deprecated in Dynamics 365 v9.x, so we need a way to access these controls from an HTML web resource. Microsoft documentation has stated that calling parent.Xrm.Page from web resources is still a way to access the form context. However, there is also … Continue reading How to Use FormContext in a Web Resource in Dynamics 365 Power Apps with getContentWindow

When you create a model-driven app and deploy it to another environment such as from Dev to your Test or Production environments, your users may not see the app. For example, in https://home.dynamics.com (soon to be located in https://www.office.com/apps) we have an app called UciApp1: Our salesperson. Jeff, does not see the app – “We can’t find any apps for your role. To check for recently-added apps, select Refresh”: Note, Jeff has … Continue reading Users Not Seeing Model-Driven App? Check These 2 Things

In this post, we will look at how forms with Business Process Flows can be affected by the saving of records or moving stages in a BPF, which may occur before or after you deploy your code to a new environment. We will take a look at how to troubleshoot these errors in general as well. Let’s create a new business process flow at https://flow.microsoft.com/: We will call it Carl’s Flow, … Continue reading Business Process Flows and Troubelshooting Security Roles

In this post, we will take a look at how to create a field in Power Apps Dynamics 365 that auto-generates a value. This is useful if you would like records to have unique values that are automatically generated. You can add these fields to out of the box entities and also custom entities. Let’s create on in the Account entity. Go to https://make.powerapps.com and select Account: Then add field: Change … Continue reading Autogenerate Field Values with Auto-Number Attributes in Power Apps D365

When building and deploying solutions in Dynamics 365 Power Apps across environments, we may want to merge or combine solutions into one deployable solution. For example, if you have multiple developers with their own solutions in a Development environment, and you are creating a new release, you may want to deploy the one Release solution to the next environment. The Solution Components Mover in the XrmToolbox can help to merge … Continue reading Merge Solutions in Dynamics 365 Power Apps using Solution Components Mover