Picture this: You’re crafting a robust sales strategy, powered by Dynamics 365. As part of the design, you introduce an approval button for sales exceeding €10,000—a key feature meant for Managers. Creating an enabled rule to detect high-value sales? Easy. A simple ValueRule gets the job done. But then comes the twist: how do you …
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Picture this: You’ve registered an application in Azure to support your Power Platform or Dynamics 365 solution. Now you need to authenticate that app – either by generating a client secret or by using a certificate. I’m not talking about service principals for third-party integrations. This is about apps you’ve built yourself – for flows, custom …
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Picture this: You’re in a good workflow, ready to tick off another task – just a quick entry to a SharePoint List. Everything’s going smoothly… until it hits you right in your forehead. The list you need to update? Yeah, it lives in a completely different tenant. Suddenly, your simple task doesn’t feel quite so …
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In the first installment of this series, we laid the groundwork by creating the entity needed for our next phase: the plugin. You might be wondering why we should go the plugin route when similar results could potentially be achieved using JavaScript and a dash of creativity. Through experience, I’ve discovered that plugins offer a …
Mehr über „Clone a record with a button: Part 2 – Plugin“ Lesen
Have you ever needed to copy, or rather, clone a record, perhaps from one entity to another or even within the same entity? I encountered this challenge and was initially clueless. However, after summarizing my knowledge and consulting Copilot, the internet, and YouTube, I discovered several articles on LinkedIn and a YouTube video. These resources …
Disclaimer: This solution requires at least one full license for PowerApps or Power Automate. Microsoft Approvals have become a staple for many companies, known for their simplicity, speed, and efficiency—especially when integrated with Teams. In Teams, you can easily track each recipient, see who has responded, and identify those who haven’t. But what about using …
If you’ve ever dabbled with the Ribbon Workbench, you know it’s a game-changer for customizing your Dynamics and Model-Driven UI. But let’s be honest—while it’s a great tool, tweaking specific button behaviors isn’t always straightforward. Sure, it’s easy once you get the hang of it, but without a roadmap, you might find yourself scratching your …
As highlighted in the main article, initiating this functionality can be quite daunting and definitely frustrating. This brief article outlines the most effective methods you can employ. Two techniques, aside from PowerShell, are present too. One is to utilize the Sales Hub, and the other is with the XRM Toolbox. The Sales Hub is only …
Imagine you’re navigating through a Dynamics or Model-Driven App, and you come across a record that you want to present in a beautifully formatted document. How do you achieve this? There are a few Options you could imagine from easy to advanced from simple to unnecessary. We all agree that Screenshot shouldn’t be on the …
For many of us, working with Security Roles has become second nature. We create them, edit them, and manage them as part of our daily routine. However, for those who are just starting out, understanding the intricacies of Privileges and how to assign them can be quite challenging. This guide aims to demystify the process …