In the fast-paced world of business applications, integration between different systems is crucial for achieving streamlined operations and delivering comprehensive solutions. Dynamics 365, a powerful suite for managing customer relationships, often needs to interact with external APIs to exchange data, automate workflows, and extend functionality. In this blog post, we’ll walk through the process of ..read more

Power Pages allows you to integrate Power BI Reports & Dashboards directly into your web portals. Embedding Power BI reports in Power Pages can provide your users with rich, interactive visualizations and insights without leaving the portal. In this blog, we’ll walk you through the steps to embed a Power BI report into your Power ..read more

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 ..read more

This blog post will guide you through the steps to call a custom API in Dynamics 365 using Postman, a widely used tool for API testing and development. By the end of this tutorial, you will have a solid grasp of setting up Postman, authenticating your requests, and interacting with custom API endpoints in D365 ..read more

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 source (e.g., SharePoint list, Excel, Dataverse) containing your incident data. Step 1: Create a New Mobile Canvas App Open PowerApps: Go to PowerApps and sign in with your Microsoft account. Start ..read more

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. While the article guides you through the import functionality of the code, you can download the project to see the full source code and test ..read more

Here are the steps to perform to add a new Client in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: DynaPro – Prospect and Project Management Solution in Microsoft Power platform Steps: 1. Access the ‘Dyna Project -Admin’ main page 2. Click on Clients under Sales in Project Operations from the left navigation bar My Active Accounts list will be shown. 3. From My Active Accounts list view, click ‘+New’ button. 4. New client form will get opened, fill all relevant fields in the form. 5. Click Save& Cl ..read more

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: DynaPro – Prospect and Project Management Solution in Microsoft Power platform Steps: 1. Access the ‘Dyna Project -Admin’ main page 2. Click on Timesheet Entries in Project Operations from the left navigation bar. All Timesheet Entries list will be shown. 2. From All Timesheet Entries list, click ‘+New’ button at the top. 3. New Timesheet Entry form will get opened. Fill all relevant fields in ..read more

In Dynamics 365 environments where project resources are pivotal to billing processes, automating the generation of invoice lines can enhance efficiency and accuracy. Today, we’ll explore how to implement custom JavaScript automation to create invoice lines based on project resources with the click of a button. Understanding the Scenario Imagine you are working within a Dynamics 365 environment where project resources are assigned to specific projects, each resource having its own agreed-upon rate and role. To automate the creation of invoice lines based on these project resources, we will imp ..read more

Here are the steps to perform to create a new Prospect in Power Apps based Project Tracking system. Read more about the Prospect and Project Management Solution in Microsoft Power Platform: DynaPro – Prospect and Project Management Solution in Microsoft Power platform Steps: 1. Access the ‘Dyna Project -Admin’ main page 2. Click on Prospects under Sales from the left navigation bar Active Prospects view will be shown. 2. From the Prospects list view, Click ‘+New’ button. 3. New Prospect form will get opened. Fill all relevant fields in the form. 4. Click Save &Close button. 5. To v ..read more