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Showing posts from August, 2022

Using Full Page Apps in Dynamics 365 Finance

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Have you ever wanted to put a website or a model-driven Power App in one of your existing Dynamics 365 Finance workspaces or forms?  You might already know you can create a new workspace with a website, but did you know you can add the website to an existing workspace? Here is an example of the Vendor invoice entry workspace with the Invoice Capture Power App embedded. Prior to using this feature, you need to turn on "Saved views support for workspaces" in feature management. Once this feature is enabled you can follow the following steps to add the Invoice Capture app or any model-driven Power App or website to an existing workspace. Open the vendor invoice entry workspace From Options - choose Personalize this page From personalize menu - select the 3 dots - and then Add an app Once that is selected (the screen goes gray) - click on the section header where you want to add the app (in my example I put it in Links) On the Add an app menu - choose Website Give it a name (my e

What should I use, a hammer or screwdriver???

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  Lately, I have been working with several of our team members and clients regarding various reporting needs.   Since I do a lot of work with Power BI, they will bring me in because they believe Power BI is the correct answer.   In most cases, when they think Power BI, they are considering either the free version or Power BI Pro.   In other words, they are looking for a visualization to replace their report.   In many cases, this is possible, but other times there are struggles and issues.   It made me think about the toolbox I have in my garage.   I am not a handyman by any means, but I do have a few of your typical tools including a couple hammers and few screwdrivers so I can take care of various household projects, like hanging a picture, putting together furniture, building all the toys my wife is buying for our granddaughter, etc.   These household projects remind me a lot the various report requests I see from our clients.   Sometimes the report is as simple as hanging a pic