Category: Dynamics 365 Customer Engagement (CRM)

How to Get the AppId of a Dynamics 365 Power App using JavaScript

This one’s pretty useful when you’re building out URLs in your JavaScript and you are using the AppId of your model-driven Power App / Dynamics 365. You don’t ever want to hardcode these values, and you will need to move your code across your environments at some point so getting this value programmatically is the best approach. If you prefer to watch a video on this, check out the video … Continue reading How to Get the AppId of a Dynamics 365 Power App using JavaScript

Can’t See Omnichannel in List of Dynamics 365 Apps

You may find that Omnichannel is missing from your list of Dynamics 365 Apps in the Power Platform Admin Center. For example, below is the Dynamics 365 Apps, but no Omnichannel: If this is the case, try selecting an org first by clicking on Environments, then the org: On the right, you will see Resources, then Dynamics 365 Apps: You are now under the Dynamics 365 Apps for this org, … Continue reading Can’t See Omnichannel in List of Dynamics 365 Apps

Omnichannel Data Access Consent URL

To provide Data Access consent for Omnichannel, sign in as a Global Tenant Admin and then go to the URL: https://go.microsoft.com/fwlink/p/?linkid=2070932 Or for GCC, go to: https://go.microsoft.com/fwlink/p/?linkid=2128838 You will see below. Make sure to check Consent on behalf of your organization. Then click Accept: You will see “Data access successfully granted. Please close this window”:  

Creating a Community Portal with Blogs, Forums, Ideas, and KB using Power Apps Portals

The Community Portals template is a quick and easy way for a Power Apps organizations to get up and running with their own community portal. The template provides a lot of nice out of the box functionality, including blog posts, forums, and ideas. Let’s look at how to use the Community Portal Template in Power Apps Portals as we as how to add new content. First, go to https://make.powerapps.com/ and select … Continue reading Creating a Community Portal with Blogs, Forums, Ideas, and KB using Power Apps Portals

Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals

Power Apps Portals are functionality that can be used by Dynamics 365 / Power Apps environments for quick, customizable out-of-the-box portals. These portals can provide many advantages for businesses, including giving customers round-the-clock self-service support and the ability to create their own cases online in a secure environment. There are a few types of portals that are currently available for organizations to take advantage of. These portals are: Community Portal Customer … Continue reading Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals

Convert Your Common Data Service Power Automate Flows to Run as Azure Logic Apps

Imagine a situation where you have created a Power Automate Flow, and you want to convert it to an Azure Logic App so you can take advantage of the Azure Logic App features. Let’s look at how to do this with a Common Data Service example. There are a couple of “gotchas” we will note. First, let’s create a simple Power Automate Flow. Our flow will do the following – … Continue reading Convert Your Common Data Service Power Automate Flows to Run as Azure Logic Apps

Make Your Common Data Service Transactions Atomic Using ChangeSets in Power Automate Flows

A new feature in the Common Data Service (Current Environment) connector for Power Automate Flows is the ability to use transactions when performing some platform operations. In this post, we will look at how to use these changeset transactions, which is useful if you need to ensure your create/update/deletes are atomic, meaning if one transaction fails, they all fail, and if one succeeds, they all succeed. This is also useful … Continue reading Make Your Common Data Service Transactions Atomic Using ChangeSets in Power Automate Flows

Creating a Custom Action and Calling it from Web API in Dynamics 365 Power Apps

In Dynamics 365 and Power Apps, we can create Custom Actions and use these with plugins to invoke business-specific code through the Power Apps / Dynamics 365 Web API. These actions don’t even need any parameters to run and can contain no steps. They will simply execute our custom code, which can do whatever we want and we can invoke when we want. In this example, let’s create a plugin … Continue reading Creating a Custom Action and Calling it from Web API in Dynamics 365 Power Apps

How to Create Trigger and Run Power Automate Flows in Dynamics 365 and Power Apps

Power Automate Flows have tight integration capabilities with Dynamics 365 and Power Apps. In this post, we will look at how to create a Power Automate Flow that will be used in a Power App / Dynamics 365. We will look at the various options of how to run these flows, including running them on demand in Dynamics 365 / Power Apps and having them trigger on events. If you prefer … Continue reading How to Create Trigger and Run Power Automate Flows in Dynamics 365 and Power Apps

Sending an Input Variable and Getting an Output Variable from a Web API Action Call using Postman

In this post we will look at sending input variables and getting output variable responses from an Action in Dynamics 365 Power Apps called through the Web API using Postman. If you haven’t already, set up the Postman client and connect to Dynamics 365 / Power Apps. This can be useful in troubleshooting Web API calls. Under Processes, let’s create a new Action called OutputTest, of entity None (global): In … Continue reading Sending an Input Variable and Getting an Output Variable from a Web API Action Call using Postman