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Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data integrations Manual user entry All of this could result in your names being inconsistently captured in formatting/capitilisation. For example,your contact or lead could be[…]
Read MoreMicrosoft PowerApps is a platform that allows you to quickly and easily build custom business apps. It is designed to build business apps that can be used internally within an organisation for specific business needs.
Read MoreWhen working with canvas PowerApps, you may have a need to have some date ranges set by default. A typical scenario might be where you have 2 date filters and you want to show records that occured between those date ranges. A scenario I had to work with[…]
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 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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- Capitalise your lead and contacts names consistently in CDS 15th Oct 2019