Tag: msdyn365 (Page 1 of 2)

PowerApps SharePoint Upload Control – Walkthrough

The SharePoint Upload control was recently introduced to PowerApps, and I want to give a short demonstration of how it can be used. Firstly a little more information about the upload control.

The upload control has the following properties:

  • 10MB File Size restriction
  • Specific event triggers : OnAttach, OnRemove, OnSelect
  • Must be embedded on a form for it to be enabled.
  • Currently only works with SharePoint Lists with other upload data sources being made incrementally available in the future
  • iOS devices can only upload from document and cloud storage accounts (if you have photos you want to upload, it’s best to use the camera control instead).

Here are the steps to get started with Upload Controls:

  1. Create an App with SharePoint as your data source.

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  1. Connect to a SharePoint Site and choose a list.

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  1. The Canvas app has included the scaffolding for a vertical layout application complete with a list view of your SharePoint List, as well as a + button to add new records. Double Click on this + button.

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  1. Click on the Form (hint: click on white space under all your fields) then click on Data

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  1. Add the Attachments Attribute to the Fields list within the Data Source Window.

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  1. Preview your app by pressing F5 or the Play button. Try uploading a file and click Save.

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  1. (Optional) Now you probably want to preview your attached image against the record. Double click on the View Item Detail screen (hint: > button on the main list form).
    1. Click on the main form (hint again: > white space under your fields)
    2. Click on your Data (hint: right hand panel)
    3. Add Attachments field.
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    4. Now F5 to preview.
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    5. Clicking your attachments will allow you to download the file.

So as you can see it’s pretty simple to use, and works exactly as described. I look forward to further improvements to the upload control from Microsoft. If you have any feedback about this control, or something didn’t go exactly as you expected deploying your control, please do drop me a comment below and I will try to get back to you as soon as possible.

Additional Resources:

Microsoft Dynamics 365 App for Outlook Quick Installation Guide

I wanted to show customers how quickly they can set up the new Microsoft Dynamics 365 App for Outlook, and so decided to write a very quick 5 step guide to show how you can get started in minutes.

The new Microsoft Dynamics 365 App for Outlook replaces the outgoing Microsoft Dynamics 365 for Outlook client. Yes, this might be confusing having two very similarly named outlook connectors but this won’t be an issue going forward as the client is deprecated.

I’ll write a separate blog about the benefits of the new Dynamics 365 App for Outlook, for which there are many, but the intention of this blog is to show how streamlined the new installation experience is and also to get you started immediately.

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What it’s like working as a Pre-Sales Solutions Architect

It’s been a while since I wrote a professional development post and I’ve been somewhat inspired by the MVP Summit to blog about my personal experiences.  So here we go:

What it’s like working as a Pre-Sales Solutions Architect?

First off, a Pre-Sales Solutions Architect is involved in vetting opportunities, establishing the technology architecture in which the commercials are based upon, and presenting the solution to internal stakeholders and customers.  Good pre-sales architects work in a team and have excellent contacts both internally and with their partner vendors.  Yes it can be very process driven, and there’s a lot commercially riding on a proposal but it’s what keeps the steam engine rolling in an organisation and it does have its own satisfaction if done correctly.  So listen on if you’re still intrigued.

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D365 V9.0 – A Feature a Day – Microsoft Flow & D365 V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the new native Microsoft Flow Integration.

What is Microsoft Flow?

Traditional Microsoft Dynamics workflows allow you to automate processes from within the Dynamics platform, Microsoft Flows however allow the silos between systems to be broken down allowing you to take advantage of the plethora of services available in the cloud.

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D365 V9.0 – A Feature a Day – Auto Numbering in V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced AutoNumber.

Today’s Feature – Auto Numbering in V9.0

Native auto number is finally here! First previewed by Matt Barbour in the Microsoft Dynamics 365 CE Update for Developers presentation, what do we need to know about this new attribute type?

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A Feature a Day – MultiSelect Option Sets in Dynamics 365 V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced MultiSelect Option Sets.

Today’s Feature – Multi Select OptionSets

MultiSelect Option Sets have been one of the top requested features of Dynamics for quite some time now. And now they’re finally here! So, what are some things you need to know about MultiSelect Option Sets?

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