Solutions – C-tse CRM Blog

PowerDocs Solution

In PowerApps/D365 you need to perform many actions to handle documents. Of course you can buy add-ons like Document Core Pack (DCP) or DOX42, but they are expensive and sometimes it offers more functionalities than needed and they sometimes lack of user experience or require some unacceptable system requirements or have some security concerns (GDPR, data is sent to an external server of the vendor).

So I created a document solution using default components which the MS Power Platform offers and also offering a much better user experience handling documents in PowerApps/D365 (perform fewer manual actions).

With this solution you can use the default Word templates of PowerApps/D365, but also you can make complex templates with a Power Automate flow.

Note that this solutions has not all features of other document solutions (like DCP and DOX42).

PowerEmailTemplate Solution

Some time ago I was struggling with the email templates in CRM. Formatting and inserting pictures (a logo in the signature) weren’t going well and inserting a template into a email was not working as expected.

In Wave 1 2020 the new “Enhanced email experience” is a bit disappointing for that matter (it seems that the enhanced experience covers only a popup and the html-editor has been removed).

For this I created a solution for email templates to solve most of the shortcomings.

PowerDialogs Solution

As a replacement for the old and deprecated Process Dialogs, Canvas Apps in combination with a Power Automate Flow can be used to achieve a similar functionality.

But I don’t like the default approach to put the Canvas Apps on the entity form. For this I created an easy to use implementation to show a Canvas App or html-webresource in a dialog from a model driven app.