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Respond to a Power Automate Flow Approval in a Power Apps Custom Page or Canvas App
How to respond to Power Automate approval requests directly within a Power Apps custom page or canvas app, rather than email buttons or in Microsoft Teams. By capturing the Approval ID when creating an approval and storing it in Dataverse, you can retrieve, display, and act on approval requests inside your app experience.
This app-driven method gives you much greater control over the user experience, enabling custom UI, validation (like mandatory comments), and tighter integration with Dynamics 365. It also opens the door to richer scenarios such as surfacing approval history, triggering downstream automations, and embedding approvals seamlessly into model-driven or canvas app workflows.
Browse and Search Segment Membership in Customer Insights - Journeys
A really cool custom page to browse and search segments in Customer Insights - Journeys real-time marketing!
This post will show you how to build the essential pieces to retrieve the segment member details into a custom page in Dynamics 365, and also how to create the browse and search experience.
‘Distribution List’ Emails and Appointments with Power Automate
Automating the creation of Dataverse Activities to lists or groups of contacts. This post shows you how to build power automate flow that does the magic behind the scenes of the custom page in my last post ‘Distribution Lists’ in model-driven apps.
‘Distribution Lists’ in model-driven apps
Send group emails and appointment invitations to Contacts in model-driven apps and Dynamics 365 using Distribution Lists. This custom page allows you to browse and select one or many distribution lists, review the contacts who belong to those lists, then create an appointment or an email (and the type of recipient - To, CC or BCC) with the click of a button.
Document generation before your eyes and on demand with Power Automate
Transform how you automate and orchestrate document generation in Dynamics 365 and model-driven Power Apps. How to produce, review and distribute sophisticated documents using Power Automate without compromising on the user experience or leaving your model-driven app.
Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata!
The Dataverse model-driven\Dynamics 365 app to SharePoint ‘integration’ is not the best. Chucking documents into folders, which are stored in folders, within more folders is not ok.
How to use Custom Pages, Power Automate, SharePoint, Power Apps and Dynamics 365 to help make it better. This post will show you how to:
1) Add information or metadata about the document except the record it relates to (by proxy of its location) during the upload
2) Show users when documents were uploaded without delving into each SharePoint folder
3) Significantly improve the document management user experience in model-driven apps