Overriding the RetrieveMultiple Integration Pattern Updated for Unified Client Interface

In a previous post in 2017, we looked at how to override the RetrieveMultiple through a plugin to display data in Dynamics 365 / Power Apps. We will now revisit this post to show how to use the same pattern when dealing with Unified Client Interface apps, where the old code didn’t work. This will be useful if you’re running the old code and are migrating to unified interface apps. … Continue reading Overriding the RetrieveMultiple Integration Pattern Updated for Unified Client Interface

How to Embed Forms Pro Inside a Power Apps Canvas App

Previously, we looked at how to create a survey using Microsoft Forms Pro. In this post, we will look at how to embed a Forms Pro survey inside a Power Apps Canvas App. This can be very useful if you want people to fill out surveys using an app, which can be very convenient. First, log into the Power Apps maker at https://make.powerapps.com/ and let’s create a new Canvas app from … Continue reading How to Embed Forms Pro Inside a Power Apps Canvas App

Use FetchXML in the Power Automate CDS Connector for List Records

In this post, we will look at how to use FetchXML in the Power Automate Common Data Service Connector to retrieve records using the List Records Action. If you prefer to learn by video, check out my YouTube channel video on how to do this: First, log into https://flow.microsoft.com and go to Solutions and create a new solution: Give it a name and click Create: Open the solution and click … Continue reading Use FetchXML in the Power Automate CDS Connector for List Records

Display Power BI Visualizations Using Azure AD and Liquid Tags inside Power Apps Portals

Power BI visualizations can be displayed inside Power Apps Portals using Liquid tags. In this post we will show how to set up Power Apps portals to enable the Power BI liquid tag to be used to embed Power BI visualizations inside Power Apps portals. We will do this with a blank custom portal we created earlier. Let’s start on the Power BI side. Power BI We have a Customers … Continue reading Display Power BI Visualizations Using Azure AD and Liquid Tags inside Power Apps Portals

Add a Menu Item to Primary Navigation in Power Apps Portals

Let’s look at how to add a new menu item to a Power Apps portal Primary Navigation menu. This menu is the one across the top of the top: Let’s create a Hello World link which opens a Hello World page. Open the Dynamics 365 Portals app and go to Web Pages, then New: We will create a new page with the parent page of Home, and a page template … Continue reading Add a Menu Item to Primary Navigation in Power Apps Portals

How to Create and Customize a Custom Power Apps Portal For Your Organization

We have already looked at some great features of Power Apps portals in previous posts, such as the out of the box templates such as the community portal template and customer self-service template. Now it’s time to look at creating a blank portal with minimal features, so organizations can build out a portal for their own specific requirements. We will look at how to customize the blank portal to include new … Continue reading How to Create and Customize a Custom Power Apps Portal For Your Organization

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

How to Create an Azure Logic App that Integrates with the Common Data Service

Some time back we looked at creating Azure Logic Apps for cloud integrations. In this post, we will look at how to create an Azure Logic App that performs Common Data Service functions based on Common Data Service events. We will create an Azure Logic App that, when an account is created in Dynamics 365 / Power Apps, we will also create a contact and assign that contact to the new account. Let’s … Continue reading How to Create an Azure Logic App that Integrates with the Common Data Service