Imagine a customer telling an AI, “I need a 7‑seater SUV under 30K,” and the agent instantly picks the perfect car from your dealership’s catalog. That is exactly what this Copilot Studio agent does, powered by a PDF in SharePoint, Dataverse, and Model Context Protocol (MCP). Step 1: Feed the agent your car catalog All…
Tag: Power Apps
Migrate Configurations and Data across Power Platform Environments via CMT
Organizations using Microsoft Power Apps often need to not only share their apps and customizations across environments (such as development, test, or production) but also move related data records—like configuration settings, lookup tables, or business-specific metadata. Below, I outline the most effective ways to share such records and provide a step-by-step guide to using the…
“Automating Renewal Reminder Emails in Dynamics 365 with Power Automate (Handling UTC Date Filtering)”
Managing subscription renewals is critical for any business offering SaaS products or long-term service agreements. Missing renewal alerts can mean lost revenue, churned customers, or costly last-minute scrambles. One of the biggest challenges in building reliable renewal reminder automations in Dynamics 365 (Dataverse) is date filtering. ✅ Dataverse stores all DateTime fields in UTC, while…
🚫 Fixing “Future Date” Validation Errors in Power Apps (Even for Today’s Date!)
📌 Problem We Faced: We had a custom JavaScript validation in our Power Apps Model-Driven form. The goal was simple: 👉 Show an error if the user enters a future date. We used this script: if(fieldValue && fieldValue > today) { showerror } At first, it worked fine. But then… 💥 in some systems, even when…
Variables vs Compose in Power Automate: What’s the Difference and When to Use?
When building Power Automate flows, two commonly used actions for storing data are: Initialize/Set Variable Compose 🧠 What is a Variable? A variable is a mutable container — which means you can change or update its value after it's created. You must initialize a variable with a specific datatype like String, Boolean, Integer, Array, or…
Leveraging TeamMembership_Association for Dynamic Team Filtering in Power Automate Cloud Flows
In this blog post, we’ll explore how you can dynamically retrieve team members using the teammembership_association/any(t:t/teamid eq teamid) query in Power Automate. This query is particularly important when working with Teams in Dataverse, as it enables you to efficiently filter and target specific team members for scenarios like notifications, approvals, or other automated workflows. We’ll…
Features of Project Operations App(in Power Apps)
How to create a Prospect in Dyna Projects(Project Operations app in Power Apps) Steps: Click on the Prospects in the left navigation bar Click '+New' button 3. Fill in the fields 4. Click Save & Close button 5.You can view the created Prospect from the Prospects view. How to create a Timesheet Entry in Dyna…
How to test Canvas App using Power App Test Studio
What is Test Studio You can test inside of canvas apps with the built-in tool called Power App Test Studio. This tool can help you write, organize, and automate your tests for canvas apps. How to Work with Test Studio Open Test Studio Sign into Power Apps Create a new app or edit an existing app…
Automate Your Alerts: Sending Work Permit Expiration Reminders with Power Automate
In today’s fast-paced work environment, keeping track of important deadlines like work permit expirations can be challenging. Fortunately, Microsoft Power Automate makes it easy to create flows that automate this process. In this blog post, we'll walk through how to set up a Power Automate flow that sends alerts to employees 30 days before their…
eSign Document using Power Automate with Adobe Acrobat Sign
E-sign is the electronic equivalent of a handwritten signature. It's a digital way of signing documents electronically rather than using pen and paper. This process involves applying an electronic signature to a document. Documents can be signed and processed much faster compared to traditional ways. They can also be signed from anywhere with an internet…
Manage Field visits and Incidents from mobile device using Power App (Canvas App): Incidents Hub
Welcome to this step-by-step guide on building a simple Canvas App called "INCIDENTS HUB" using Microsoft PowerApps. The INCIDENTS HUB app will help users track and manage incidents efficiently, offering an easy-to-use interface for viewing, adding, and updating incident records. Prerequisites An active Microsoft PowerApps account. Basic understanding of PowerApps interface and functions. A data…
Retrieving data from Microsoft Dataverse in React pages via Node.js backend
In this blog post, we'll explore how to integrate Microsoft Dataverse, formerly known as the Common Data Service (CDS), with a Node.js backend and a React.js frontend. Microsoft Dataverse is a cloud-based data storage service provided by Microsoft as part of the Power Platform suite. By integrating Dataverse with Node.js and React.js, we can build powerful applications that leverage the capabilities of Dataverse for data storage and management.
How to create a new Timesheet Entry in Power Apps based Project tracking tool?
Here are the steps to perform to create a new Timesheet Entry in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: https://dynatecon.com/business-solutions/dynapro-prospect-and-project-management-solution-in-power-platform/ Steps: 1. Access the 'Dyna Project -Admin' main page 2. Click on Timesheet Entries in Project Operations from the left navigation bar.…
Configure Nested Grid Controls in Power Apps for Entity Views
The Power Apps grid control is an advanced version of the read-only grid, offering users the ability to easily view, open, and edit records within views and subgrids. Alongside inline editing, it boasts features like infinite scrolling, nested grids, grouping, and customization options. In this blog post, we'll guide you through the process of adding…
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…
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…
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…
