Category: Power Platform

Microsoft Power Automate: Setting Up Lookup Value Using the CDS Connector

Microsoft Power Automate: Setting Up Lookup Value Using the CDS Connector

Please note: The CDS Connector is now referred to as Dataverse. This blog was written prior to that change. For a detailed demo on how to set up go to How to Lookup and Link Values Using Microsoft Dataverse. As you may know, Common Data Service, the sophisticated and secure backbone that powers Dynamics 365…
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microsoft power automate email tracking

How to Track Emails the Right Way with Power Automate

Microsoft Power Automate has come a long way since its introduction in 2016. More connectors are available than ever before and Microsoft is paving the way for Power Automate to be the future of workflows in D365. A common occurrence is the need to automate sending emails and this can easily be accomplished using the…
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Four Ways to Use Bookmarks in Microsoft Power BI

Four Ways to Use Bookmarks in Microsoft Power BI

When reading a book, we often bookmark sections or pages that we want to return to later. In Microsoft Power BI, you can bookmark specific views of pages much like in a book. Bookmarks in Power BI allow users to capture the current view of a report page, including the state of slicers and visuals.…
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Getting Started with Scheduled Refresh in Microsoft Power BI

How to Configure Scheduled Refresh in Microsoft Power BI

With Microsoft Power BI, you get a platform that integrates with any data source you need, enabling you to create and share intuitive and visually appealing reports and dashboards that can revolutionize the way your organization uses data. What’s more, Power BI keeps your reports up-to-date by managing the connections from your data sources to…
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Upgrade Excel, Access, or SharePoint based processes to the Power Platform

Most organizations have customized needs that require them to stitch together solutions using multiple Microsoft Office products and tools. Spreadsheets, Access databases, and SharePoint lists are often leveraged by your users to address business processes outside of your ERP or CRM platforms. This approach can lead to sprawl and systems that are difficult to manage…
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