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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 a subgrid labeled ‘Case Discussion’ within a powerapps form. When a user clicks on a record within this subgrid, a button titled ‘Get Case Details’ should dynamically appear. Upon clicking this button, it should trigger th ..read more

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 a Healthcare app, for setting up their client’s rounds meeting series from power apps. Use Case: When the Healthcare app’s admin user being the organizer creates an appointment from power apps, calendar invites will be sent to all the users as well as non-users sel ..read more

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 that triggers an automated cloud flow to synchronize data with Zoho Books. Understanding the Setup: Before we get into the technical details, let’s outline the setup. We’re integrating Dynamics 365 with Zoho Boo ..read more

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 text messages consents. The real-time marketing rules for sending text messages are slightly different than the rules for sending emails. A user must always opt-in to consent to receive commercial text messages, irrespec ..read more

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 A & Field B and Field B has a relation to Field A, the aim is to filter Field B with respect to the value in Field A, for that first we have to change default rendering behaviour – we have to render the lookup as a dropdown, for this go to the portal management app and select the Basic ..read more

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 Framework (PCF), customization becomes a breeze. In this blog post, we’ll explore how to dynamically update these fields within a PCF control, using the Document Template Manager PCF control as our foundation. This ensures that the stor ..read more

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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: Open Asana Task from Dynamics 365 – custom Button. Solution: For these two cases, we will use the Power Automate flow; there are actions available for Asana in Power Automate for Asana task creation and task completion. Now we can see how to solve Scenario 1 using Power Automat ..read more

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 we want to retrieve the Address field from the ‘Account‘ entity and set to Address field in the ‘ Lead‘ entity where on select of an account in the Lead form. The Line 1, Line 2, Post code were text fields and City, District, State, Country were lookup fields in both entities. fig.1 Overview of the Scri ..read more