Posts

Embedding Canvas Apps in Model Driven App Forms Revisited

Canvas apps can be embedded in model-driven app forms, with the option to pass the record context. This can be very useful when we think about extending our model-driven apps forms to include canvas app capabilities. I wrote a post about embedding canvas apps in model-driven apps a few years ago, and this post is revisiting that with record context and the new app designer. Let’s go through an example … Continue reading Embedding Canvas Apps in Model Driven App Forms Revisited

Edge Websites Opening in Wrong Profile Tab

Edge profiles are a great way to stay signed in to multiple sites based at the same time. Let’s take a look at them and a recent issue where sites were opening in the wrong profile, and how to solve it. Firstly, profiles are very useful if you have multiple identities, such as work and personal accounts, or multiple work accounts especially if you’re a consultant! To create a new … Continue reading Edge Websites Opening in Wrong Profile Tab

How to Use the Live Chat Widget 2.0 in Customer Service Workspace

Customer Service workspace (CSw) in Dynamics 365 has a new upgraded live chat widget (LCW). For users of CSw with Omnichannel, the original chat widget had some basic customization abilities. The new 2.0 widget has much deeper customization functionality including being able to customize the header, footer, colors, size, position, etc. The idea is so companies using the widget can fully reflect their branding by styling the widget accordingly. Let’s … Continue reading How to Use the Live Chat Widget 2.0 in Customer Service Workspace

Build Websites Quickly with Power Pages Copilot

The Power Pages Copilot is a fast way to get a Power Pages site up and running quickly. Copilot can be used to create Power Pages site structure and layout, website copy, and user input forms. In this post, we will look at how to use Copilot with Power Pages. There are 3 main areas we will cover: Building Sites in the Maker Portal with Copilot Website Copy using Copilot … Continue reading Build Websites Quickly with Power Pages Copilot

Disabling Try The New Look Switch in Power Apps

The new modern look for Power Apps is really cool! It’s so cool in fact that I went through it in a video on Power Platform TV, you can watch the video here (subscribe if you haven’t already!) What we’re seeing in Release Wave 2 for 2023 is an option for users to be able to toggle between the old (current) Power Apps and Dynamics 365 and the new refresh modern … Continue reading Disabling Try The New Look Switch in Power Apps

Where Did the Create Portals Button Go?

Previously in the Power Apps Maker portal (https://make.powerapps.com/) we were able to create Power Apps Portals (Power Pages) through the New app button, but now this option has been removed: This makes sense because we now have a Power Pages maker portal (https://make.powerpages.microsoft.com/) dedicated to Power Pages development, with a clear way to create a new Power Pages site: In fact, if you click on +Create to create a new … Continue reading Where Did the Create Portals Button Go?

Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

Customer Service workspace has an Advanced contact lookup (customer and account) that displays contact views and allows for searching records. But what if the data you are entering isn’t returned in the search? In this post, I will go through how to allow searching of fields not included in the default search. This applies to Dynamics and model-driven app views as well. First, let’s look at the advanced contact lookup … Continue reading Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

Checking out the New Enterprise Application Templates

Microsoft has released the public preview of the new enterprise application templates, which are pre-built solutions that automate common business processes. The tools are “designed to be accelerators” rather than training tools. Microsoft has released Finance templates (SAP connector) and HR templates (Kudos, Awards, and Onboarding templates). Let’s install and take a look at the Kudos template. To install the Employee Kudos template, click here and log into your org, and click Get … Continue reading Checking out the New Enterprise Application Templates

Show or Hide Chat Widget After Operating Hours in CSw

When companies implement a chat widget through Customer Service workspace/Omnichannel for Dynamics 365, there is the option to hide or show the widget outside of operating hours. This is a business decision and can be unique to your company’s situation. In this post, we will look at CSw’s chat functionality for hiding and showing the widget. First, let’s head over to the Customer Service admin center app and select Calendar, … Continue reading Show or Hide Chat Widget After Operating Hours in CSw

Move Power Pages Across Environments with Solutions

Being able to deploy Power Pages using solutions is a nice new preview feature to come to the Power Platform. In this post, we will look at how to move Power Pages from one environment to another using solutions. Note, this is currently a preview feature and works with sites built on the enhanced data model. First, let’s head to the Power Pages designer portal at https://make.powerpages.microsoft.com, and click on Solutions, … Continue reading Move Power Pages Across Environments with Solutions