Dynamics 365 – Populate Rich text control within a document template using Power Automate

Power Automate is a powerful tool that allows users to automate tasks and processes within Microsoft applications. One of its many useful features is the ability to populate rich text controls within a document template. Rich text control also known as content control are placeholders within a document that allow users to input and format…

Power Apps Grid Control for Dynamics 365

The Power Apps grid control represents the next evolution of the Power Apps read-only grid control, allowing users to view, open, and edit records from views and subgrids. In addition to inline editing, the control provides a number of other powerful capabilities including infinite scrolling, nested grids, grouping, aggregation, and is customizable. Like the read-only…

Open Power Apps Custom Page from Dataverse Subgrid

In the dynamic world of PowerApps, the ability to easily navigate between components is most important. One powerful feature that elevates user experience is the capability to open custom pages directly from a Dataverse subgrid. This functionality not only streamlines processes but also empowers users with a more personalized interface. REQUIREMENT In this situation, there's…

Send Appointment Invites from Power-Apps to Users as well as Non-Users and to reflect in the Calendar

This blog shares an idea about a standard feature in power apps, which can be used for setting up appointment invites from power apps. These appointments created will also be reflected in your event calendars which makes it easier for you to join the meetings directly from there. This interesting feature was recently implemented for…

Zoho Integration with Dynamics 365 – Sync Customers

In the ever-evolving landscape of business automation, integrating different software systems has become crucial for streamlining processes and enhancing productivity. One powerful integration that can significantly benefit businesses is the seamless connection between Dynamics 365 and Zoho Books. In this blog post, we'll delve into the process of adding a custom button in Dynamics 365…

Custom Lookup Filtering In Basic Forms – Power Pages

In this blog we will see how to use custom lookup filtering in basic forms. Basic forms in power pages with lookup fields often face issue with related records filtering. So we can explore how to use custom filtering in the lookup fields. Solution :- First of all consider we have two Lookup fields Field…

Azure DevOps Integration with Dynamics 365

The integration of Azure DevOps with Dynamics 365 offers numerous benefits for organization. First and foremost, it enables organization to have a unified view of all their work items, including user stories, bugs, and tasks, within one platform. Another advantage of this integration is the ability to link work items to specific Dynamics 365 records…

Integrating Dynamics 365 With Asana

In this article, we'll look at how to integrate Asana (a project management tool) with Dynamics 365. We have three scenarios: Scenario 1: Tasks made in Dynamics 365 will also be created in Asana.Scenario 2: Once a task is marked as complete in Asana, it is likewise marked as complete in Dynamics 365. Scenario 3:…

Populate Lookup fields and Text fields from an Entity to Another Entity using JavaScript – Dynamics 365 CRM

There are cases where we need to set a lookup field on a Dynamics 365 or Power Apps, where we want to retrieve value of lookup fields or Text fields on the form using JavaScript and set to other entities form fields. SCENARIO: In our case we are having entities like 'Account' and 'Lead', where…

How to include ‘Document Template’ Downloading User’s name and Timestamp in Power Apps using PCF Control.

Dynamics 365 empowers organizations to streamline processes and gain valuable insights. A critical requirement involves updating the columns in the form table to store the values of the 'DownloadBy' and 'DownloadDate' columns. This involves fetching the date and username from the browser when the 'Export to Word' button is clicked. With the Power Apps Component…

Creating Test Plans and Test Suites using Azure Devops

What is Azure Test plan? Azure Test Plans provides tools to accomplish quality and collaboration throughout the development process. This test management solution provides all the capabilities required for planned manual testing, user acceptance testing, exploratory testing and gathering feedback from stakeholders. It is easy-to-use and browser based . How does Azure Test Plans work?…

How to Manage Consent for Text Messages in Real-Time Marketing

This blog is about the Real-time Marketing Consent Center, which allows you to manage consent information given by your customers for sending text messages through real-time marketing journeys. Real-time marketing consent is contact-point based and works for messages sent to contacts, leads, and Customer Insights profiles. Consent records can be created for managing emails and…

Access audit data using Azure Synapse Link for Dataverse and Power BI

Customers who use Azure Synapse Link for Dataverse can export audit logs easily to meet the external and internal auditing, compliance, security, and governance policies that are common to many enterprises. Microsoft Dataverse auditing is supported on all custom and most customizable tables and columns. Audit logs are stored in Dataverse and consume log storage…

PowerApps for Nonprofits: Why should you choose?

If you work at a nonprofit, you should understand the benefits of Microsoft PowerApps for nonprofits. What is PowerApps? Microsoft PowerApps is a tool that aims to place all the power of software design into the hands of non-coders. You can create custom apps from scratch to solve all your nonprofit’s unique problems. And thanks…

Show or Hide Tab Based on Field Value Using JavaScript in Dynamics 365 CRM

JavaScript is an essential part of modern web development. It is used to create interactive and dynamic websites, allowing for better user engagement and interaction. It runs on the user’s browser rather than the server, allowing for faster loading speeds and content manipulation without requiring a page to be reloaded. REQUIREMENT: In this case the…

Enhancing N:N Multi-Select PCF-Control for Model-Driven Power Apps with Filtering

If you've ever worked with Model-Driven Power Apps, you're probably familiar with the challenges posed by N:N (Many-to-Many) relationships and the need for multi-select controls to efficiently manage related records. In this blog post, we'll introduce you to an N:N Multi-Select control for Model-Driven Power Apps and explore how we've enhanced it with filtering capabilities,…

Functional Testing using Azure DevOps: A quick overview

Azure Devops provides more efficient ways for code development, deployment, testing, and release of software applications.The main features it provides for testing are:managing functional test scripts, sharing test steps and parameters between different test cases, defining configurations, defining test plans for different iterations, bulk import & export of test cases, test case execution, and reporting.…

Streamline Workflows in SharePoint: Discover the Combo of Power Apps Custom page and Power Automate using HTTP Request Connector

Efficient workflows are essential for maximizing productivity and ensuring seamless operations in SharePoint. By automating and streamlining processes the organizations can save time, reduce manual efforts, and improve collaboration. In this we will explore the combined power of Power Apps Custom Pages and Power Automate using Response Connector to streamline workflows in SharePoint Power Apps…