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We recently had a requirement to display the out of the box product images within a quote generated by the standard Dynamics document generation process. The expected output would be similar to the below. Unfortunately, the document generation wizard in Dynamics doesnt go beyond a depth of 2[…]
Read MoreWhen you have a Dynamics 365 Portal up and running and you provide the capabilities for contacts to create cases, the standard out of the box ‘Create Case’ form maps the contact to the customer field (whilst the contact field is left blank) In my scenario, I wanted[…]
Read MoreWhen creating a Canvas PowerApp connected to Dynamics 365/CDS, you may want to present the values in an entity as options within a drop down box (combo box) or a list box for selection. This would be useful if you wanted to present select-able data in a more[…]
Read MoreA few months ago I had a requirement where I needed to flag records as expired which were past their expiry date within Dynamics. I have seen/implemented various techniques before that involved using Dynamics itself as the scheduling engine, but that wasn’t always consistent nor performant. I have[…]
Read MoreWhen working with a canvas PowerApp that integrates into Dynamics 365, you occasionally need the current users’ Dynamics user GUID. This could be used to populate lookup references on the various records within Dynamics. The user details provided by the User function within a Canvas app relates to[…]
Read MoreI had been playing with displaying SharePoint images within a canvas app and everything was looking great when I was doing my testing on the web interface. This canvas app was for mobile use though and when I started testing it on mobile – I noticed that the[…]
Read MoreIn the 2nd episode of the video series I started a while back, Money in the Bank, I take a look at the ‘quick’ quoting capabilities within Dynamics and see how a canvas app could be used as an alternative. As per usual, the guiding principles I will[…]
Read MoreAs a continuation on my current focus on canvas apps for Dynamics 365, I wanted to show a quick mockup I made to display related images (hosted in SharePoint) for a specific record in Dynamics. This would be useful in a quoting or shopping scenario. The approach below[…]
Read MoreI’m going to be creating a mini-series of videos that illustrate how businesses can use canvas apps to leverage existing functionality within your Dynamics environment more efficiently which in turn allows you to save money to put back in your bank account! Each episode will begin with a[…]
Read MoreI have worked on Canvas apps previously and think they are AWESOME! I will be creating & mocking up a few Canvas apps over the coming weeks and thought I would blog on the various nifty features or tips that might be useful. The feature I want to[…]
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