How to use Color Picker and Custom Theme in Portal Designer In Dynamics 365 PowerApps Portals

The PowerApps Portal is a game-changer in Dynamics 365 CRM that allows capabilities to integrate the Power Apps Portal with Dynamics 365 environment. In addition, it allows customers to see their records like Customer Information, Invoices, etc. The major part of PowerApps Portal is the intuitive and user-friendly UI. Microsoft also enhances the Portals in… Read More »

Introducing Custom API – The New Way of Creating Custom Actions in Dataverse

Custom Actions are one of the most useful methods of creating custom messages in Dynamics 365 CRM. Custom Actions enables us to create our own messages where we could register the plugin step the same way we register the Plugin step on Create, Update, Qualify Lead, etc. messages. Microsoft has now brought an extension for… Read More »

Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure data security – Multiple benefits with one app SharePoint Security Sync!

Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »

Open Lookup Field Form in the same context of the Main Form within Dynamics 365 CRM/Power Apps

Introduction With the recent wave release of Microsoft, there is a new enhancement added to enrich the adding of New or editing the Exiting Lookup Record from the main entity record. This feature is called Main Form Dialog (MFD). In this, if we have any lookup field on the form and we want to add… Read More »

Using Entity Extraction AI Model within Dynamics 365 CRM / Power Apps – Part 2

Introduction In our previous blog, we have learned about the Prebuilt Entity Extraction AI Model. In this blog, we will see how to create an Entity Extraction model with custom entities. Generally, in Custom Entity Extraction AI model, we can create our own custom entities to classify the data based on our business requirements. It… Read More »

Using Entity Extraction AI Model within Dynamics 365 CRM / Power Apps – Part 1

Introduction: What comes in your mind first when you think of the Entity Extraction AI model? You might relate this with entities of Model Driven apps. However, this is not something related to it. Entity here does not demonstrate the entities we see in Model Driven Apps in Dynamics CRM but they are nouns like… Read More »

Execution Context for CDS (Current Environment) Connector in Power Automate Flows Explained

Power Automate Flows are executed as an asynchronous background execution. It is important to understand the execution context being used for all the steps/actions designed in the flow for audit purposes. Prior to this setting being made available, you needed to associate a connection with every action and the action was executed under the context… Read More »

How to Find Next Month and Previous Month using Power Automate within Dynamics 365 CRM

Introduction In this blog, we are checking how we can calculate the next/previous month’s date time from today’s date time or calculate the next/previous month’s date time from the selected date. There is no direct way or predefined function to calculate the next/previous month in Power Automate. However, we can achieve this process using the… Read More »

#ScottishSummit2021: Lets build our existing Dynamics 365 / PowerApps skills and gain new ones – Get your FREE tickets now!

  2021 begins with a ray of new hope and new beginning. We are already into the second month of 2021, the change continues. But some changes are good, right? Like being able to learn from the best in the community right from your home! We are talking about the upcoming virtual event ‘Scottish Summit’,… Read More »