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Multistep Forms are a great way to capture information from Power Pages users. In this post, we will look at how to use multistep forms and some of the capabilities these forms have. Let’s go through an example where we are asking a new contact to enter information about themselves on a Power Pages site. We will start with one step and one table, then add from there. Adding One … Continue reading How to use Multistep Forms in Power Pages
Lists in Power Pages as a refreshed design with new capabilities. In this post, we will take a look at the new modern list in Power Pages. We will also look at the original list to compare it to the modern design. First, let’s look at a custom entity we have created called Pets. Each Contact in the system can have multiple pets: We will display a list of pets … Continue reading Adding a Modern List to a Power Pages Form
Power BI reports can be displayed in Power Pages, which is very useful if you want to give your portal users access to the rich reporting features of Power BI. In this post, we will look at how to set up and use Power BI reports in Power Pages. First, we will use some workspaces and reports from this post where we looked at how to use Power BI reports … Continue reading Displaying Power BI Reports in Power Pages
Power BI reports can be surfaced in several ways in Dynamics 365. In this post, we will look at the various options available today in 2024 to display Power BI reports inside of Dynamics 365. Creating a Workspace First, let’s go ahead and create a new Power BI workspace, where we will be housing our Power BI reports. This is done in the Power BI service at https://app.powerbi.com. When you’re in … Continue reading Integrating Power BI Reporting with Dynamics 365 (2024)
When creating integrations with Dynamics 365, one of the common steps is to set up a service principal in Azure. There are several steps to set this up, including: Creating an Azure App Registration Creating a secret Setting up API permissions Creating an Application User in the Power Platform Admin Center Assigning permissions to that Application User What if I told you you can do all of this with one … Continue reading Creating Service Principals Really Easily Using Pac Cli
Microsoft Copilot has been embedded into several parts of its Copilot AI assistant into Dynamics 365 Customer Service. In this post, we will look at some of these. Before we start, let’s consider the real use cases for wanted Copilot for customer service scenarios. The aim of customer service is to keep customers happy, and one way to do this is for agents to be able to resolve customer issues … Continue reading Exploring Features in Copilot for Customer Service Dynamics 365
In this post, we will look at how PCF Controls can be used in Power Pages. This is continuing on in our series on PCF Controls. First, let’s create a new Power Pages site, and we will add a form to the home page: Select New Form: And we will select our Account Dataverse form: We see the field which contains our PCF code components, which was added previously to … Continue reading How to Use PCF Controls in Power Pages
In previous posts, we created some Power Apps Component Framework (PCF) controls for use in Model-Driven Apps. In this post, we will look at how to use PCF controls in Canvas Apps and Custom Pages. First, let’s turn on a feature that allows us to use custom components in Canvas Apps. In the Power Platform Admin Center (https://admin.powerplatform.microsoft.com), select your environment, then Settings->Features and find the setting Power Apps component … Continue reading Using PCF Controls in Canvas Apps and Custom Pages
In a previous post, we looked at how to use the PCF.Gallery site to install custom PCF components when a solution has been provided by the developer in GitHub. In some cases, the solution.zip file may not exist. Let’s look at how to deploy these components to an org so we can use them. Note you will need to go through these instructions here to set up your PowerApps Component Framework … Continue reading Installing PCF.Gallery Components When No solution.zip Exists
In previous posts, we created PCF field controls, which are controls that attach to Power Apps fields. In this post, we will look at how to create dataset PCF controls, which replace datasets in Power Apps and Dynamics 365. To do this, let’s create a new folder called SampleDatasetControl and initialize the project using the command. Note the -t dataset for the dataset template: pac pcf init -n SampleDatasetControl -ns carl … Continue reading Building a Dataset PCF Control with Styling (Without React)