While working on a recent project to replace a low code platform with the Power Platform, one of the requirements that we had was to replace some of the Excel export and import functionalities that the existing system had to be able to send large Excel files into various other systems to be analyzed and consumed.
Yesterday 3/16, Microsoft announced copilot will become available in both Microsoft 365 products as well as the Power Platform. Copilot introduces a new way of enhanced working powered with AI. These AI capabilities are available in Word, Excel, PowerPoint, Outlook, Teams, Power Apps, Power Automate and Power Virtual Agents and will likely become available in other Microsoft products in the future. See the articles are links below for additional information.
Creating navigation in a Power Apps portal application is straight forward, and can easily be done using Web Link Sets, but how about showing to the user where they are in the process and modifying the style of each element once the user has finished entering the data for that page. We have done this a few times and this involves the combination of liquid and JavaScript code on the different pages.
Over the past year, I played here and there with AI Builder, and particularly form processing, but have found that it was somewhat cumbersome for some of the forms that I wanted to build, especially when working a lot in the government space. Yesterday, May 4th, Microsoft announced some new changes to the AI Builder Form processing that allows recognition of undetected fields. I decided to test this out, and in order to implement this, used the IRS W-9 form, which is not such as easy form to implement.
A few years back we developed an AutoNumber solution that enables the implementation of AutoNumbers for Dynamics 365 and the Common Data Service. This AutoNumber solution allows the creation of rules for simple autonumbers with prefix, suffix and number of digits, but also has a lot of advanced features for getting numbers from related fields or option sets.
It has been quite some time since Microsoft announced the use of oAuth to connect between Server environments, but many organizations are still using username and password to connect to Dynamics 365 or the Command Data Service (CDS).
In many of the projects that I have worked over the past years, either government of private sector, while working with other businesses it has become a common practice to request that Industry information from the companies that you work with, and furthermore the NAICS code. While not every company knows their NAICS code, drilling down to get it using the Industry (2-digit code), Subsector (4-digit code) and NAICS title (6-digit code) might be the way to go, sometimes you might want to bypass this complex search if you know ahead of time your business’ NAICS code and have it auto populated for you.
As part of the 2019 October Release (Wave 2), Microsoft is introducing PowerApps Canvas App Components. Canvas App Components are reusable components that can be shared across multiple screens of your app, without the need to create or copy the component across the multiple screens. Create once, and use multiple times. Canvas App components can also be imported and exported, so that they can be used across multiple applications. This post will demonstrate how to create a simple component, add custom properties and use it from within your Canvas application
As part of the October 2019 release (Wave 2), the Unified Interface will receive a few usability enhancements that will address some of the issues that were reported by the community. These enhancements include: Anchoring error notifications, Viewing inline images for emails that are read-only, Improved usability/density and filtering in views and form header usability enhancements.
Over the past 10 years almost CRM had gone through many revisions and features, and one of the things that has changed multiple times is the lead qualification and conversion process. The idea behind this is to reduce the work effort.
