Monthly Archives: March 2024

Macro Templates solution: deployment

This post is part of a series of posts. Please use the links below to navigate through the related posts: To deploy the solution, follow these steps (loosely): Finally, to test it out, create a record in the Template Demo table and use “New Document” button to test it all out:

Macro Templates solution: Dataverse tables

This post is part of a series of posts. Please use the links below to navigate through the related posts: In the Macro Templates demo solution, there are only 3 tables: Technically, only two of those are needed for the templates (“Document Teamplate” and “Template Download”), the only reason there is yet another one (“Template… Read More »

Macro Template solution: template file

This post is part of a series of posts. Please use the links below to navigate through the related posts: You will find a sample template file in the git repo: It’s a sample, you can create your own, and there can be multiple templates. Ultimately, they all need to be added to the Document… Read More »

Macro Templates solution: Power Automate flow

This post is part of a series of posts. Please use the links below to navigate through the related posts: There is a single cloud flow in the solution – the purpose of that flow is to create a small excel spreadsheet in Sharepoint that has all the data the document template may need. On… Read More »

Macro Templates solution: Custom Page dialog

This post is part of a series of posts. Please use the links below to navigate through the related posts: Custom pages are great – they are easy to develop, they can do what a canvas application can do, and they work within the model-driven application. We can also use custom pages with Xrm.Navigation.navigateTo to… Read More »

Here goes an unusual combination of old and new technologies, sprinkled with a bunch of howto-s

We don’t always get to choose the technology we work with in the Power Platform world. Strict security, missing subscriptions, long approvals… if you’ve ever worked on the government projects, you know the drill. However, sometimes, this leads to a very unusual combination of tools and technologies, and, in this series of posts, I’m going… Read More »