1. OPEN the command bar designer To get to the command bar designer, open the model-drive app editor, click on the ellipsis next to the table you would be adding a button to, then select Edit command bar from the available options. 2. Insert a button into the command bar Click + New located on …
Create a Word Document Based on a Template
It's fairly common for many business processes to somehow require the production of a document in their workflow. An easy example of that is of a salesperson needing to send out a well-formed quote to a potential client. Another would be when the process calls for some form of review and doing so means going …
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Displaying a Dynamics 365 Image into an SSRS Report
Case: A client wants to add images into a quote. How can I display them into an SSRS report? Can a file data type in Dynamics 365 support it? 1. Create columns.In this exercise, I created the file column in the quote line table. I also created another of type multiple lines of text to …
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Relationships Matter
Generating documents is a fairly common use case among organisations. A business entity that sells goods and services will always invoice its clients. A quote may need to be sent to a potential customer looking for a vendor that will provide them with what they need, the decision mainly driven by cost-effectiveness. These are just …
Insert Child Records into an Email via Power Automate and Custom Activity Workflow
In my previous post, I wrote about updating the status of the child and the children of these child records. Now that we already are able to get hold of the child records, what I want to do this time is to select details from these records and add them into the body of an …
Striving to Make Things Count 