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D365 How To Series

How to Add SharePoint Document Columns to D365 Document-Associated Grid View

D365 How To SeriesBy KathrynMay 20, 2022

  Need to add metadata to the D365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many files are within each folder within SharePoint. To add additional fields to the Document Associated Grid view you will need…

How to Transfer Power Automate Flows From One Environment to Another

D365 How To SeriesBy KathrynMay 20, 2022

You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will help you walk through this process below. Exporting your Power Automate Flow From the Flows Homepage, you can access the export button in one of two…

How To Brand Custom Model-Driven Apps

D365 How To SeriesBy KathrynSeptember 17, 2021

    So, I’ll admit to being a bit of a zealot when it comes to icons in Dynamics 365 model-driven apps. For years I’ve looked down my nose at app customizers who created custom entities tables that were part of the site map (a/k/a navigation) and left the default icon on them. That’s just bourgeois, right?…

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