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Solution Architect Notables With Dynamics 365 CRM/CE

Justin Languirand

Sep 10 2019

3 min read

In the past month I’ve had 3 requests to send emails on a daily/weekly basis. With On-Premise Dynamics, this was possible via an SSRS Subscription. Today, most of our clients are online and need an alternative solution.

There is a template for “Receive a weekly email summary of new Dynamics 365 Opportunities,” and this is just what I was looking for.

It shows you how to do the hard work of creating an HTML table (doesn’t look so hard any longer). Also injecting that table into an email body with simple HTML.

Next, I need to see if the html could be injected into the body of a Dynamics 365 CE email. Some of our clients aren’t running Office 365 with Exchange Online yet.

Another cool solution that we have been able to develop with Flow is the ability to run a Dynamics workflow that generates a mail merged Word template and stores it as an attachment in a note record. Next, Flow is triggered and extracts the attachment from the note and emails it out to people.

Notable PowerApps

https://make.powerapps.com

Embedding a Canvas App inside a Model Driven (D365 CE) Form

This is something I’ve been tinkering with lately. In CE form customization, you can select a field to customize and add a Canvas App control. It links that field to a Canvas App.

Click on Customize and then it will open a new Canvas App for you to build. The data source is automatically passed through an object called ModelDrivenFormIntegration.data.

Power Platform – Appropriately named indeed!

PowerApps has been around for a while now, since Oct 2016.

But Microsoft has been building the appropriate administrative pages to augment and complete the platform.

Let’s take a tour of the new Power Platform Admin Center.

Power Platform Admin Center

solution architect notables power platform

It can be found at https://admin.powerplatform.com.

Capacity

One of the changes in April 2019 is the announcement of new capacity model. The new capacity model splits storage into Database, File, and Log storage. It also allows for additional Orgs (tenants) to be provisioned as you see fit.

You will not see this in effect until the company renews their agreement though.

CDS Analytics

Flow Analytics

PowerApps Analytics

PowerApps Admin Center

https://admin.powerapps.com

Data Integration

Templates are available for SQL Server. This could come in very handy! I’ll be testing this out in the future.

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About the Author

Justin Languirand

Solution Architect with a focus on Microsoft Dynamics CRM, Data Integration (Scribe), Microsoft Dynamics GP, SQL Server, SSRS, SSIS, Jitterbit. Justin works with clients to transform data into information they use to run their businesses.