Blog - Megan V. Walker

Generating Invoices To Display In Power Apps Portal

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF…

December Forms Pro Webinar – New Updates

I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to…

Creating A Forms Library – Flow Two

Here we have the final article in a three part series of how to create a Forms Library using Microsoft Flow, Dynamics Portals and Forms Pro. Part One showed all of the D365CE and Portal configuration needed, then Part Two showed how to create a Flow to actually generate Account specific surveys which would then…

Creating A Forms Library – Flow One

Following on from the first part of Creating A Forms Library, let’s now look at creating a Microsoft Flow to generate the Form Requests for an Account and have them displayed in your Dynamics Portal. The first thing we need is a trigger of some kind. To keep things simple I have a Yes/No field…

Creating A Forms Library – Portal Configuration

If you have been reading my blog for a while you will know there are several things I love to write about (and no, not Emojis 😉 ) – that’s Forms Pro and Portals. So I think it is about time I combine the two and walk through how I created a Forms Library for…

November Forms Pro Webinar – New Updates

NOTE: This webinar has already occurred. A recording of the presentation can be viewed below. I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar…

Include First Question In Survey Email

Creating surveys using Forms Pro is easy. It’s getting people to complete and submit their responses that’s often the hard part! One way is to show the initial part of the survey in the emails you send out and add in the first question. We can now do this when sending out the survey invitations…

Customise Footer Text On Forms Pro Survey

We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By default it shows ‘This content is created by the owner of the form. The data you submit will…

Forms Pro Power BI App

You’ve seen charts & dashboards, and even been given FREE reports… so now let’s look at Forms Pro in relation to Power BI. Microsoft have provided a Power BI app that can be installed from AppSource. The template provided is based on using Forms Pro for case resolution. In order to get the most out…

Ideas For Using QR Codes & Forms Pro

If you have been using Forms or Forms Pro for a while, you will no doubt be aware of the ability to download a QR Code for the survey. QR Code readers are available to download for phones and tablets. For iPhone users, just taking a photo of the QR code with the native camera…