Tag: Lookup

 

Posted by: | on January 13, 2026

Show/Hide custom buttons with PowerFX when a lookup column has no value

A friend of mine was recently trying to make a custom button on an opportunity form in Dynamics 365 Sales show on the form, but only when a certain lookup field had a value. They turned to PowerFX to make it happen but there were some some problems getting it to work correctly. For those who haven’t used it much, Power Fx is the low-code formula language built into theRead More

Posted in Configuration, Contact Center, Customer Service Workspace, D365 Customer Service, D365 Field Service, D365 Sales, PowerFX, Project Service Automation | Tags:, , , , , , , , , , , , | Comments Off on Show/Hide custom buttons with PowerFX when a lookup column has no value

Posted by: | on September 9, 2025

How to populate lookup columns using Copilot Studio’s Dataverse Connector

Today I was building an agent using Copilot Studio and one of the things that I was trying to do was using Dataverse knowledge for the Agent to access information from a table, reason over it, and use the Dataverse connector to create a new record if needed. The problem that I was facing was that I needed to populate two lookup fields to create a new record and afterRead More

Posted in Configuration, Copilot Studio (previously Power Virtual Agents) | Tags:, , , , , , , , | Comments Off on How to populate lookup columns using Copilot Studio’s Dataverse Connector