Software + Imagination
In this post, we will look at how the bulk editing of records works in Dynamics 365. Let’s create a new entity. Go to the Power Apps maker at https://make.powerapps.com and let’s create a new solution: We will call it Bulk Edit Test: Now let’s create a new Table / Entity: The table will hold a list of students: Now let’s go to /apps and create a new app: Click Done: … Continue reading Bulk Edit of Records in Dynamics 365
The Power Apps Portal Checker is a useful tool to check issues in your Power Apps Portal. To use it, go to the Power Apps Portal Admin Center and select Run Portal Checker: Once complete, you will see feedback like below, which includes which pages have anonymous access, startup, caching issues etc. It’s a useful tool to run during and after Portal deployments.
In this post, we will look at Employee Self-Service portals in Power Apps. First, go to https://make.powerapps.com and create a new portal. We will need to go to Create, then Start from Template. Search for Portal, then choose the Employee self-service: Enter a name and URL, then click Create: Once created, browse out to the portal: We see: Clicking Sign-In, we get: And we now see the portal content: Other … Continue reading Employee Self-Service Portal in Power Apps
Let’s look at JavaScript code to move a user to a specific tab in Dynamics 365 / Power Apps. Below on the Account record I have these tabs – Summary, Project Price Lists, General etc: Let’s go to the General tab when something happens, like changing a field value. The General tab is called Partner_Details: Here’s the code is below. Be sure to pass the execution context: [sourcecode language=”CSharp”] function … Continue reading Focus on a Tab using JavaScript in Dynamics 365
In Dynamics 365 / Power Apps, the Business Process Flow color out of the box is a hex color #E83D0F. Closer up: Let’s change this to “Power Apps Purple”, which looks kinda like it’s hex code #742774. Go to Settings->Customizations->Themes: I’m going to clone the CRM Default Theme: We need to change the Accent Color: To: Publish the theme so it’s the default applied theme: The BPF now has the purple … Continue reading Change the Color of Business Process Flows to Power Apps Purple
Let’s take a look at how to move a Business Process Flow to the next stage using JavaScript. If you prefer the video version, check out and subscribe to my YouTube channel: Go to https://flow.microsoft.com and select to create a new Business Process Flow: Let’s call it Account BPF: We see: Let’s make 3 stages – Stage 1, Stage 2, Stage 3: . We will add some fields for each … Continue reading Using JavaScript to Go to Next Stage in Business Process Flows
Let’s look at how to set up conditional multi-factor authentication (MFA) in Azure AD. This is useful if you want to restrict certain users to use MFA in certain apps in your tenant. First, log into https://portal.azure.com and select Azure AD: Select Security: And select Conditional Access: We will create a new policy: Let’s give it a name, e.g. MFA Conditional Access Policy. We can select to include none, all … Continue reading How to Setup Conditional Access with MFA for Regular and Guest Users in Azure AD
Multi-factor Authentication (MFA) is a useful feature of Azure Active Directory that helps secure resources. In this post, we will look at how to enable MFA in Azure AD. Log into https://portal.azure.com/ and select Azure Active Directory: Select Multi-factor authentication (you don’t need to select a user at this point): This takes us to the Multi-factor Authentication screen. Select a user you would like to enable MFA for. We will select … Continue reading How to Setup MFA in Azure AD
In a previous post, we installed Omnichannel for Customer Service. In this next post, we will set up Omnichannel. First, let’s head to the Omnichannel Administration app at yourorg/apps: You should see: Scroll down to Users. We see there are no users in Omnichannel set up right now: Let’s add one. There is no New or Add button on this screen. Instead, we need to head over to Security in D365 … Continue reading Omnichannel for Customer Service Setup Chat Widget
In this post, we will look at the installation of Microsoft Omnichannel for Customer Service. First, we will need to ensure the Dynamics 365 services are purchased and enabled in order to use Omnichannel for Customer Service. Purchase Services and Assign Licenses Go to the Microsoft Admin Center at https://admin.microsoft.com/: Select Add-Ons: Search for Trials. We will select the Dynamics 365 Customer Engagement Applications Trial: Click Get Free Trial: Click … Continue reading How to Install Microsoft Omnichannel for Customer Service