Monthly Archives: March 2021

How to visually tell between Common Data Service vs Common Data Service (current environment) NEW name Microsoft Dataverse

Posted on March 16, 2021 by Frank Lee

NOTE: As of the 4/8/2021 Announcement – The Common Data Service (current environment) connector will now be known as Microsoft Dataverse, and appear with the new icon and color shade as shown below. The previous Common Data Service connector will … Continue reading →

Posted in Cloud Flow, Common Data Service, Dynamics 365, Power Automate, Power Platform, Workflow | Tagged , , , , | Leave a comment

Power Automate Instant Cloud Flow in Dynamics 365 Solution

Posted on March 9, 2021 by Frank Lee

Microsoft Power Automate Instant Cloud Flow supports ON-Demand running from within Dynamics 365 such as running an Instant Cloud Flow on the Account table record/row – similar to Dynamics 365 On-Demand Workflow. Here is a good blog from D365 Demystified … Continue reading →

Posted in Dynamics 365, Power Automate, Workflow | Tagged , , , , , , , , , , , , | 2 Comments

How to Add SharePoint Document Files Tab to a Dynamics 365 Custom or Out of the Box Table (Entity) Main Form

Posted on March 5, 2021 by Frank Lee

Microsoft Dynamics 365 Custom Table (Custom Entity) supports Document Management with SharePoint. The Main Form on the Custom Table (Custom Entity) however DOES NOT have the Files tab available by default. WORK for Out of the Box Tables too. The … Continue reading →

Posted in Customization, Document Management, Dynamics 365, Power Apps, SharePoint Integration, Unified Interface | Tagged , , , , , , , , , , , , , , , , | 8 Comments

How to Update an Existing Dynamics 365 Custom Report RDL

Posted on March 1, 2021 by Frank Lee

Dynamics 365 supports custom reports built using SQL Server Reporting Services (SSRS) report definition language (RDL). When the situation calls for updating an existing Microsoft Dynamics 365 custom report (.RDL) but you no longer have access to the original code/solution … Continue reading →

Posted in BIDS Report Authoring Extension, Customization, Dynamics 365, Report | Tagged , , , , | Leave a comment