Integrating Power BI Reporting with Dynamics 365 (2024)

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)

Creating Service Principals Really Easily Using Pac Cli

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

Exploring Features in Copilot for Customer Service Dynamics 365

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

How to Use PCF Controls in Power Pages

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

Using PCF Controls in Canvas Apps and Custom 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

Installing PCF.Gallery Components When No solution.zip Exists

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

Building a Dataset PCF Control with Styling (Without React)

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)

Creating a Virtual PCF React Control with Fluent UI v8

In a previous post, we looked at how to create a sample PCF control. In this post, we will look at creating a React PCF control. The current templates for PCF Controls use Fluent UI v8. For v8 documentation, see https://developer.microsoft.com/en-us/fluentui#/controls/web . v8 controls use @fluentui/react. The latest version is Fluent UI v9. We can use v9 controls in our PCF controls, but it won’t use the out of the box template. … Continue reading Creating a Virtual PCF React Control with Fluent UI v8

Building a PCF Control that calls Context WebApi

Power Apps Component Framework, or PCF Controls, have capabilities to call WebApi operations. In this post, we will look at how to build a PCF control that calls the Context WebApi. In a previous post, we built a control that called the navigation features in a PCF control, as well as user settings. Let’s use that as a base to run some WebApi code. In looking at the context.webAPI, we … Continue reading Building a PCF Control that calls Context WebApi