• How to display the Parent Customer Name on a Gallery or Form in a Canvas PowerApp

      Colin Maitland, 17 September 2019

      In this article, I demonstrate how to display the name of the parent Customer for a Contact on a Gallery or Form in a Canvas PowerApp.The App used for this example is connected to the underlying Contacts and Accounts entities in Dynamics 365 using the Common Data Source (CDS) Connector.In Microsoft

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    • Setting Values in Dynamics 365 Portals using Entity Metadata

      Jordan Hohepa, 13 September 2019

      With Dynamics 365 Portals you can add Entity Web Forms which are the Portals’ way of displaying Dynamics 365 CRM Forms, allowing Portal Users to Create, View and Update records in Dynamics 365. The screenshot is an example of a Web Form that shows a simple Lead form to collect information about the

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    • Using the Business Card Reader Custom Control in Dynamics 365

      Jordan Hohepa, 11 September 2019

      Recently it has been announced that there will be a wave of new Artificial Intelligence features being added to Microsoft PowerApps. The AI based features will be simple to add pieces of functionality that can do things like process a form or recognise objects in a picture. This blog covers the ‘Bus

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    • How to update Dynamics 365 Option Set controls in a CDS Canvas PowerApp

      Colin Maitland, 10 September 2019

      In my previous articles, I have demonstrated how to set the default values for Lookup and Option Set field bound combo box controls in a Canvas Power App connected to a Leave Requests entity via the Common Data Service. In this article I demonstrate how an Option Set field bound combo box control ca

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    • How to use Parameters in Power Query in Power BI

      Colin Maitland, 09 September 2019

      In my previous article I demonstrated how to use Connection Parameters in Power BI for the configuration of the Source step in Power Queries used to load data from Dynamics 365 (Online). In this article I will demonstrate how to use Parameters in Power Query.The following image shows the first three

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    • How to Change a Power BI Relationship from Many-to-Many to One-to-Many

      Colin Maitland, 05 September 2019

      Recently when configuring a Power BI Data Model for Dynamics 365 I encountered a situation where I was not permitted to create a One-to-Many relationship in the data model between a Dimension table and a Fact table. Power BI automatically created a Many-to-Many relationship between the tables concer

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    • How to Update Related Date Picker Controls in a Canvas PowerApp

      Colin Maitland, 04 September 2019

      In this article, I demonstrate how to configure two related date picker controls in a Canvas PowerApp so that Date To is updated to Date From, and Date From is updated to Date To, if the User selects a Date From date that is greater than Date To or a Date To date that is less than Date From.The exis

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    • How to Programmatically set Date Picker and Days Controls in a Canvas PowerApp

      Colin Maitland, 03 September 2019

      In this article, I demonstrate how to configure the default values for a Days From and Days To date picker controls and a related Days control in a Canvas PowerApp. I also demonstrate how to programmatically update the Days control to display the number of days between the two selected dates when th

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    • Microsoft Flow New Feature: Copy to My Clipboard

      Satyvir Jasra, 30 August 2019

      One of the long-awaited features ‘Copy to my clipboard’ was made available for Microsoft Flow as part of the July update. Previously, if we had to use the same action multiple times but with slight changes, we needed to add the actions and then configure them individually. Using the copy functionali

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    • Optimise Setting Default Values for Dynamics 365 Lookup Controls in a Canvas PowerApp

      Colin Maitland, 23 August 2019

      In a previous article, I demonstrated how to set the default values for Dynamics 365 Lookup fields in a Canvas PowerApp. The example used was a Leave Requests app that requires the selection of Requester and Manager.The following image shows the formula used for setting the default Requester to the

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    • How to Set the Default Value for a Dynamics 365 OptionSet Control in a Canvas PowerApp

      Colin Maitland, 22 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Option Set field in a Canvas PowerApp. The approach demonstrated eliminates the need to change the bound ComboBox control to an unbound DropDown control. Because of this, it a

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    • How to set the Default Value for a Dynamics 365 Lookup Control in a Canvas PowerApp

      Colin Maitland, 20 August 2019

      In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Lookup field in a Canvas PowerApp.The demonstration application is a sample ‘Leave Requests’ Canvas PowerApp. The app uses the Common Data Service (CDS) connector to access a

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    • Prevent Cases from Closing on Condition in Dynamics 365

      Sean Roque, 19 August 2019

      Users can close cases by clicking the Resolve Case button provided in the ribbon. In situations where you want to aid your Users by helping them make sure they process data correctly; this method comes in handy. Not only can this make their work easier, it also avoids incorrect handling of cases, an

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    • Evaluating Members in Marketing Lists using Advanced Find in Dynamics 365

      Megha Kainth, 16 August 2019

      There are times when you want to add or remove members in your Marketing List. In Dynamics 365 Unified Interface version 9.0, you can use the Manage Members functionality to evaluate members. In this blog, I will show you how you can do this.  Go to Marketing List and Open the record that you

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    • How do you keep ahead of the game with the Power Platform?

      Gayan Perera, 14 August 2019

      I was recently asked “How do you keep ahead of the game with all of this new tech?” Well, the simple answer is that it’s in our DNA as a company. Since #LearnItAll is finally starting to hit home to many in the industry. This is how I responded: Going right back to the inception of Magnetism, there

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