Introduction Earlier we used to book an appointment either by using Microsoft Teams or from MS Outlook. But now we can book an appointment from in-app appointments, also we can add links, lists and other rich text in description with new rich text editor control. These features are introduced by Microsoft in Microsoft 2022 release … Continue reading Join Teams meetings from in-app appointments
Project Task opening issue resolved by Microsoft in Dynamics 365 Project Operations
We often used to face issues while opening the Project Tasks in Project Operations (PO). We had to play a lot of tricks in order to open the schedule. Microsoft is consistently putting in efforts on making Project Operations, one of its successful tools to enrich it with tons of brilliant features and make it more user friendly. One of the major feature resolutions provided in the latest release provided by Microsoft was for opening the Project Tasks (Schedule) Seamlessly. Of course there are certain tweaks to be made in order to make it work in your browser. In this blog we will look at those tweaks and settings that would be needed to enable that feature.
Dynamics 365 PSA setup and user guide
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Powerย Toolkitย forย Dynamicsย 365:ย
Introduction Working in Dynamics 365 and the Power Platform often involves repetitive tasks โ fetching metadata, testing FetchXML, building Web API calls, inspecting security roles, generating C# classes, or validating form scripts. And every time, you switch between tools. Browser โ XrmToolBox โ Postman โ Advanced Settings โ Back to Code โ Back to Flow โ Back to Browser DevTools. The context switching alone drains productivity. The Power Toolkit is a browser-based utility designed specifically for Dynamics 365 and Dataverse developers. It allows you to interact directly with your environment โ execute queries, inspect metadata, test API calls, and generate code โ all from a clean interface. In this blog, Iโll walk through: โขWhat Power Toolkit is โขWhat features it has to offer Problem Statement In real-world D365 development: โขYou need entity logical names quickly. โขYou need to test FetchXML before using it in a plugin. โขYou need to check Web API responses. โขYou need to inspect attributes or option set values. โขYou need to debug security privileges. Switching tools constantly breaks workflow. There isnโt a lightweight, web-based tool that allows fast experimentation inside the browser with intuitive UI. This is where Power Toolkit becomes extremely useful. What is Power Toolkit javascript:''javascript:''javascript:'' writer.editor.GO_TO_TOP writer.editor.GO_TO_BOTTOM Thank you, Aslin for your valuable inputs to this blog.
Calculateย Sumย Withoutย Applyย toย Eachย inย Powerย Automateย
Recently, we encountered a requirement in one of our projects to integrate a SQL database with Power Automate in order to retrieve records and send automated email notifications to respective managers. The objective was to calculate the total number of hours logged by resources reporting to each manager and share a consolidated summary via email. In the email, we needed to group the records by manager and show the total hours for each group. However, there were more than 1,000 records, and looping through each item to calculate the total was taking too much time. Currently, our database contains more than 9,000 records. In our Power Automate flow, we used multiple actions to transform the data, which caused the execution time to exceed 34 minutes. This was taking too long and needed optimization. To transform the data and calculate the totals, we used multiple For Each loop in the flow. However, using these loops significantly increased the execution time. Therefore, we wanted to optimize the solution by performing aggregation (such as summation) without using loops, in order to reduce the overall execution time. Now, letโs take a deeper look at the solution we used to calculate the total hours grouped by manager without using a loop. First, we used the Select action to extract and store the Manager IDs from the records. Then, we added a Compose action and used an expression to get the unique Manager IDs. After retrieving the unique Manager IDs, we used an Apply to each action to iterate through those unique IDs. Inside the loop, we added a Filter action to filter the records associated with each specific manager. Once we had the filtered records for a manager, the next step was to calculate the total of the Hours column for all resources under that manager. Instead of using another loop, we followed a different approach. Step 1: Store the filtered data in a JSON object We used a Compose action to store the filtered records in a JSON structure like this: โ { "data": { "rows": @{body('Filter_Resources')} } } Step 2: Convert the JSON object to XML Next, we converted this JSON object into XML format using the xml() function: xml(outputs('Convert_In_Object')) Step 3: Use XPath to calculate the total Now comes the most important part using XPath. XPath allows us to query the XML data and extract values without using a loop. With XPath, we can directly apply the sum() function to calculate the total of a specific column. Here is the expression we used: xpath( outputs('Convert_In_XML'), 'sum(//data//Hours)' ) This expression calculates the total of the Hours column for all filtered records without using an additional Apply to each loop. Conclusion: By using the XPath function, we can apply multiple operations directly on XML data. In this solution, we used XPath to calculate the total hours without using a loop. This approach helped us avoid multiple Apply to each action, reduce execution time, and improve the overall performance of the flow. javascript:''javascript:''javascript:'' writer.editor.GO_TO_TOP writer.editor.GO_TO_BOTTOM Thank you, Nisha … Continue reading Calculateย Sumย Withoutย Applyย toย Eachย inย Powerย Automateย
Import Tasks from Other Projects in Project Operations
IntroductionWhile working on multiple projects, project managers often notice that multiple tasks are repeated. For example, tasks like requirement analysis, development, testing, and deployment appear in every project. Earlier, reusing these tasks was not straightforward. Managers had to either create tasks manually or copy the entire project. To solve this, Microsoft has introduced a new … Continue reading Import Tasks from Other Projects in Project Operations
Customize the Task Details Pane for Tailored Experiences in Project Operations
IntroductionIn project execution, small interruptions can slow teams down especially when users must open multiple screens just to update task details. In Microsoft Dynamics 365 Project Operations, users often work extensively in the task grid, and switching away from it to update task information can break their workflow. To solve this, Microsoft is introducing a … Continue reading Customize the Task Details Pane for Tailored Experiences in Project Operations
Transcribing Audio with AssemblyAI Connector in PowerApps
Introduction In this blog, Iโll show how to use the Transcribe Audio connector step by step โ from uploading an audio file, to transcribing it, and finally retrieving the transcribed text using the polling mode method. Voice is becoming an important part of modern automation. From voice notes to meeting recordings, people want faster ways … Continue reading Transcribing Audio with AssemblyAI Connector in PowerApps
Using custom theme for modern look enabled Model-Driven Apps
Introduction In this blog, Iโm going to show a way to change the theme of your model-Driven App without turning off modern look. This feature lets administrators and developers customize colors, fonts, and branding while keeping the sleek modern Fluent 2 design system intact. Public preview: May 5, 2025 (2025 Release Wave 1) General availability: … Continue reading Using custom theme for modern look enabled Model-Driven Apps
Time Entry Delegation (Preview) in Microsoft Dynamics 365 Project Operations
IntroductionIn this blog, Iโm going to talk about another productivity-boosting enhancement in Dynamics 365 Project Operations, the Time Entry Delegation (Preview) feature. This feature, released as a production-ready preview on September 24, 2025, allows a resource to log, modify, or submit time entries on behalf of another user for a limited duration. In simple words, … Continue reading Time Entry Delegation (Preview) in Microsoft Dynamics 365 Project Operations
Prompt Columns in Dataverse
Introduction In this blog, Iโm going to share about a new capability in the Power Platform: The Prompt Column (Preview) in Dataverse. This feature brings the power of generative AI directly into your data tables, allowing makers to create AI-driven text outputs based on other columns within the same record. Traditionally, if you wanted to … Continue reading Prompt Columns in Dataverse
Using the Dataverse MCP Server in Copilot Studio
Introduction In this blog, Iโll share insights about an exciting advancement in Copilot Studio, the integration of the Dataverse MCP (Model Context Protocol) Server. This feature provides a seamless bridge between Microsoft Dataverse and Copilot Studio, enabling developers and makers to build intelligent copilots that can directly interact with enterprise data stored in Dataverse. Letโs … Continue reading Using the Dataverse MCP Server in Copilot Studio
Declutter Mode in Time Entry Calendar (Preview)
IntroductionIn this blog, Iโm going to continue from our previous discussion on the Time Entry Calendar (Preview) feature in Microsoft Dynamics 365 Project Operationsโ the Declutter Mode (Preview Only). This update improves the readability and visual organization of your Time Entry, especially for users who often log time without specifying a start time. Previously, when … Continue reading Declutter Mode in Time Entry Calendar (Preview)
