Blog | Abe Saldana

01Jan 2021 by admin

How to deploy Return to Workplace Facility Dashboard

Dataverse (CDS), Featured, Power BI, PowerPlatform, Return to School, Return to Workplace

How to deploy Return to Workplace Facility Dashboard This is the second part of the deployment process, we are deploying the initial dashboard, other dashboards will follow a similar deployment process, connecting to the Dataverse (CDS) and the external sources. We will only be deploying the Return to Workplace Facility Management Dashboard for this scenario and the other dashboard will follow a similar deployment process, at this time we will simplify documenting only this dashboard. Where to find the Return to the Workplace Facility Dashboard? The Return to Workplace Facility management dashboard can be deployed from Appsource and will automate the deployment process, and the daily refresh schedule, these are the links for all available dashboards. Return to Workplace Facility Manager Dashboard Return to Workplace Workplace Care Management Dashboard Return…

01Jan 2021 by admin

How to deploy Return to Workplace

Featured, PowerApps, PowerPlatform, Return to School, Return to Workplace

Return to the Workplace how to deploy apps! Step by Step deployment How to Deploy the Return to Workplace Solution Release 1.3 Apps Return to Workplace Reopen responsibly, monitor intelligently and protect continuously with solutions for a safer work environment. Equip facility managers and task force leaders to make informed decisions to safely reopen locations. Empower employees to return confidently with self-service tools for working safely and productively. Help health and safety leaders ensure the care and well-being of your workforce. In this blog, we will start step by step, creating a commercial trial organization for Power Platform and will review the following steps: Create a commercial trial organization (Microsoft 365) Add the cloud services for licensing PowerApps License (Powerapps per User per Month) Assign the PowerApps license to the…

30Nov 2019 by admin

Create amazing chatbots using Power Virtual Agent in no time!

Flow, Power Automate, Power Virtual Agent, PowerPlatform

Creating amazing chatbots is so simple and easy with Power Virtual Agent. In this blog post, I will detail the steps on how to create a simple chatbot, in my scenario, I will be creating a chatbot that will tell me my favorite colors and ask for other colors. Initially I was looking for more complexity, however, the team that created the product made sure that you can create this chatbot with low code or no code, I enjoyed creating the chatbot, it was so much fun, I was checking the documentation and the videos that the product team created on how to build your first chatbot, so that was not a big deal. The following is the location for the documentation, Power Virtual Agent Documentation, to create a new…

28Nov 2019 by admin

3 things to know to Run a Child Flow!

Flow, Power Automate

The new Preview feature just released for Power Automate (formerly known as Microsoft Flow) is that we are able to call the child flows from a parent flow and then receive information back from the child flow. This is an amazing functionality that connects us more and closes down the gap between the Dynamics 365 CE Workflow capabilities and Power Automate. This will allow creating and manage better ways to structure and make in smaller bite-size pieces the complexity in the process. On my search for the new functionality, I found out that this is in Preview and have some limitations or requirements that need to be in place before we can use them. (more…)

24Oct 2019 by admin

Team Development for PowerApps Canvas Apps

PowerApps, PowerPlatform

This is a common question I encounter all the time when talking with customers and also developers, they ask for code-behind, source code and many more similar questions, however, the most common question is how to work in collaboration in a team environment when designing and creating PowerApps Canvas Apps. The initial understanding is that PowerApps Canvas Apps are not really built for different developers to work on them until now we have a way to collaborate using components and branching the main application design, by deconstructing the application in many components we can work on different parts of the application simultaneously and collaborate on the full design. "Components allow to clearly define the input/output and the desired behavior making your app more modular" as mentioned in the following Microsoft…

07Dec 2018 by admin

PowerApps Canvas using Status Fields in CDS

Common Data Services CDS, Dynamics 365 CE, Flow, PowerApps, PowerPlatform

When creating a new Custom Entity and also out of the box core entities, automatically the system in this case CDS will create a series of fields that are used internally and for auditing, and others for user and application use, in this blog I want to give more details on how the Status and Status Reason are used in CDS, and how is been in Dynamics 365 CE for many years earlier. The Status and Status Reason fields are used to make the records Active or Inactive, giving you the option to mention why the record is active (New, Active, In-progress, draft) or inactive (Cancel, Completed, Sent, ...), when the record is inactive in Dynamics 365 CE, you can NOT make more changes to the record and you will…

06Dec 2018 by admin

PowerApps Canvas using Lookups with CDS

Common Data Services CDS, Dynamics 365 CE, Flow, PowerApps, PowerPlatform

The following video is the second part of how to use Canvas apps Lookup fields with CDS (Common Data Service), this video covers how to use the combo box to display lookup fields and using CDS entities or collections to display the data, also how to save the data with PowerApps Patch function and Flow. Previously I presented a blog post and video that show how to use the Dynamics 365 connector with the canvas app and lookups, this videos will provide more details on how to use lookups with CDS (Common Data Service), there are some differences when using the Patch function on the PowerApps application. The application is similar on screen and how the collections and entities are assigned to the Combo box controls, where the differences are…

04Dec 2018 by admin

Canvas and CDS Relationships

Common Data Services CDS, Dynamics 365 CE, PowerApps, PowerPlatform

New features on the Common Data Service is the relationships and this blog is part of a video posted on Youtube, we will describe most of the features benefits but I will recommend viewing the video. the original documentation will give more details on how to create the Lookup fields and the relationships, the following link has the details Create a Relationship between entities (more…)

03Dec 2018 by admin

Canvas Using OptionSets and Lookup Fields

Dynamics 365 CE, PowerApps, PowerPlatform

The new options from the CDS and PowerApps canvas applications is to use relationships with 1 to many, or many to 1, however this is natively in the Dynamics 365 CE and now on CDS, but how we use these type of fields; for a technical CRM developer this was using the Code Value for the Optionsets and using the ID Guid for the Lookups, among other parts for the complex object. The new web API help to resolve or make it more interesting the way we use these 2 objects, let me get into the details on CRM before we get into the PowerApps Canvas App. (more…)

14Nov 2018 by admin

Microsoft Flow Cascade Update on Dynamics 365 Account Entity

Dynamics 365 CE, Flow, PowerPlatform, Process

The are many connectors under the Power Platform and the ones we will use in this scenario are the Dynamics 365 CE actions and triggers, we will review how to create a Microsoft Flow that connects to Dynamics 365 CE and does Cascading Updates on the Account Address from Parent Account to the Child Accounts records Let’s see how this is done. (more…)