Hello all In this short video, I am going to show you how to use security roles privileges to remove certain buttons from MDA (Model Driven Apps). The UI in MDA is pretty much what you see is what you get but there are certain customizations that can be done by just removing certain actions … Continue reading How to remove these (Flow, Run Report, Excel Templates, Export to Excel and Import from Excel) buttons from Model Driven Apps
How to Obtain Time Duration at Each Step of the Business Process Flow Using Power Automate
Hello all,If you are familiar with business process flows within Model Driven Apps and Dataverse, you will know that they only keep track of how long it took for the whole process to finish. If you wanted to know how long each individual step is taking then there is no out of the box solution … Continue reading How to Obtain Time Duration at Each Step of the Business Process Flow Using Power Automate
Editable grid in Model Driven Apps can show data from 3 related tables in one single grid
In this short video I am going to show you how using the out of the box Editable sub-grid you can show data from 3 tables that have a one to many relationship. In our case Accounts has a one to many relationship to the Pet table which has a one to many relationship to … Continue reading Editable grid in Model Driven Apps can show data from 3 related tables in one single grid
Model Driven Apps Duplicate Record Detection Rules
Hello all, In this quick video I will demonstrate a quick but powerful feature from Dataverse and Model Driven Apps. The ability to notify users if they are creating duplicate records. See video below for a quick demonstration https://videopress.com/v/qjzAXLMr?resizeToParent=true&cover=true&preloadContent=metadata&useAverageColor=true
Create word documents using Dataverse and Model Driven Apps
Hello all, Below a quick 5 minute video showing you how to create word templates from data in Dataverse leveraging model driven apps. It is a quick way to export data formatted in word without writing any code, HTML or complicated Power Automate flows. Pardon my video skills, still working on those. https://videopress.com/v/MxnRh2Mh?resizeToParent=true&cover=true&preloadContent=metadata&useAverageColor=true
Export Data to a HTML table from a Canvas Power App that uses a Dataverse table which has Lookup columns and Choice column fields
Hello all, It has been a while since my last post, mostly because I started this blog as a functional Dynamics 365 F&O blog but since then I have really stopped working with D365 F&O and been focusing more on the Power Platform. From now on I will post on topics such as Canvas Apps, … Continue reading Export Data to a HTML table from a Canvas Power App that uses a Dataverse table which has Lookup columns and Choice column fields
Power Automate visual within PowerBI
Hello all, Recently in the April 2021 PowerBI release, we got the PowerAutomate visual. At first sight one can begin to wonder where this might be useful. In todays example I will showcase where I see this being very helpful. Let me lay down the scenario: I have a PowerBI report that shows me the … Continue reading Power Automate visual within PowerBI
Create PO’s in D365 F&O using PowerApps and Virtual Data Entities
Hello All, A few months back I wrote a blog about how to create PO's using PowerApps and the out of the box D365 Finance and Operations power platform connector. (Link here for that blog: https://empowerdynamics365axusers.com/2021/02/03/create-purchase-orders-in-d365-fo-using-power-apps/) In that blog I had pointed out a few nuisances with the connector and the whole process. 1. My … Continue reading Create PO’s in D365 F&O using PowerApps and Virtual Data Entities
View legacy documents for vendors in D365 Finance using Power Apps
Hello all, During my time implementing D365 F&O, a common requirement I come across is "Can I migrate my legacy vendor invoices to the new system" - as far as I know this is not possible without an expensive customization or by involving MS. There is a data entity called VendorAttachments but it doesn't work … Continue reading View legacy documents for vendors in D365 Finance using Power Apps
Create Purchase Orders in D365 F&O using Power Apps
Hello all, This will be my first post for 2021, hopefully it will add value to some one in the world wide web. With that said, this blog will be a little different: 1.Quick video of the end to end solution 2.Explain in my opinion the use case of this scenario. Pros and Cons of … Continue reading Create Purchase Orders in D365 F&O using Power Apps
Dynamics 365 Finance and Operations (PowerBI embedded vs ODATA vs BYOD Vs Azure Data Lake Gen 2)
Check out my new blog post about this confusing topic for many new D365 F&O users
Embedded Teams app to create Journal entries into D365 Finance and Operations or Supply chain management
Hello All, It has been a while since my last blog post, so today I decided to write about something fun. The blog below is to showcase the power of D365 F&O along with the power platform. It is meant to be a demo or proof of concept and not a finished production app. The … Continue reading Embedded Teams app to create Journal entries into D365 Finance and Operations or Supply chain management
PowerBI is 5 yrs old. Embed PowerBI reports into D365HR or D365 F&SCM
Check out my new blog post
Mass upload employee pictures to D365 Finance and Supply Chain also D365 HR
Hello all, This will be a quick blog post, decided to write about it since I couldn't see any info in the web about this topic. In the human resources module inside D365 Finance and SCM there is a place to store your employees images. (the procedure is the same in D365 HR). Although Microsoft … Continue reading Mass upload employee pictures to D365 Finance and Supply Chain also D365 HR
Use Power Automate, D365 F&O and Word connector to build offer letters from data stored in D365 F&O
Hello all, In an earlier blog I shared some details about my blog and why I was doing this blogging. Basically it is to pass knowledge to the Dynamics community during the pandemic times. I also been having more time since the stay at home rules. The idea for this blog came a few days … Continue reading Use Power Automate, D365 F&O and Word connector to build offer letters from data stored in D365 F&O
D365 F&O and Power Automate to compare two tables and find differences
Hello all, Today's blog post will be quick. I decided two write this blog because I thought this was an easy problem to solve using Power Automate. Turns out there is more to it, so I am hoping you can learn from my mistakes, also a good way for me to document the solution. Business … Continue reading D365 F&O and Power Automate to compare two tables and find differences
Insert a Power App into D365 for Finance and Operations
Hello all, During these challenging times, I figured the best way for me to contribute to the world is by sharing some knowledge. I am hoping my blogs will help someone out there solve an issue they are encountering while working with these Microsoft apps. I am going to rant a bit about where the … Continue reading Insert a Power App into D365 for Finance and Operations
Create a PowerBI (PowerPivot) Financial report using ODATA entities in D365 F&O (Dynamics 365 Finance and Supply Chain) Part 1
Check out my latest post about creating accounting reports using ODATA entities in D365 F&O
D365F&O Accounts Payable Aging report with GL accounts using Power Automate
Check out my latest blog post. Fun stuff, D365F&O, Power Query and Power Automate.
Leverage Power Automate with D365FO workflows (Vendor invoice journal workflow)
Recently I came across the following business requirement: When a business approver rejects an invoice journal workflow for any reason the workflow originator gets notified. At this point the workflow originator has two options, either correct the invoice journal and re-submit again or simply delete the invoice journal. The issue with the process is that … Continue reading Leverage Power Automate with D365FO workflows (Vendor invoice journal workflow)
How to Display Vendor and Customer information using Management Reporter (MR) in Dynamics 365
Today's blog will be short and sweet. Let me start off the blog by laying out the scenario. In my time working with Dynamics AX, there always seem to be one common complaint among users (Myself included, I wish Microsoft will do something about it), that complaint is the lack of a report that will … Continue reading How to Display Vendor and Customer information using Management Reporter (MR) in Dynamics 365
New D365 Workspaces to get more out of your system
In my first blog post, I want to bring your attention to two new Workspaces available out of the box in the new Dynamics 365 for operations system. The first one is the financial period close workspace and the second one is Business processes for human resources workspace. The Financial period close workspace is aimed … Continue reading New D365 Workspaces to get more out of your system
Unposted Journal Report from D365 F&O using Power Automate
Hello all, It has been a while since I last wrote something. Truth is I haven't been doing much with Dynamics 365 F&O and have been just focusing on the Power Platform as a whole. Any ways a few days back a requirement came through my desk where a controller wanted to see a list … Continue reading Unposted Journal Report from D365 F&O using Power Automate