Custom Pages: A step towards disappearing lines between Canvas Apps and Model Driven Apps in Power Platform / Dynamics 365 CRM

Power Apps provides support for 2 types of design experience for Apps. Model-driven apps – Data first approach – more for backend end user with full form experience. Canvas Apps – Design first approach – more for the field users with a mobile experience with simple to use and easily accessible apps being designed to… Read More »

Perform changes in Power Apps Portal with newly introduced Microsoft Power Platform CLI

Introduction: Microsoft recently introduced Microsoft Power Platform Command Line Interface to perform various operations on Microsoft Dataverse environments, Power Apps Portal, PCF, Plugin, Solution, Admin, and Canvas by using Visual Studio Code. In this blog, we will be focusing on Power Apps Portal and will see how we can connect Portal using Microsoft Power Platform… Read More »

Sort Dynamics 365 CRM records at global level within Kanban View for easy analysis – Explore new Global Sorting feature within Kanban Board

‘Kanban’ and ‘Kaizen’ are two Japanese terms that all of us are familiar with. One stands for ‘visual board’ and the other stands for ‘continuous improvement’.  Taking a leaf out of one of world’s leading automobile brand’s book, we introduced a smart visualization app for our Dynamics 365 CRM friends called Kanban Board which is… Read More »

Bulk Edit Entity Records using new Model-Driven App experience

Introduction: In the new 2021 release wave 2, Microsoft has removed the dependency on web client hybrid experience and introduced a Unified Interface dialog experience using which users will be able to edit multiple rows easily. It is also supported on the mobile experience. So, let’s see how it looks! First, go to the table’s… Read More »

Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!

When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More »

How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal

Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More »