Use of Enable Managed Environments(Preview) feature in Power Platform
Introduction In this blog, we will see one of the preview features of Dynamics 365 CRM – Enable Managed Environments. With this feature, admins can enable, disable or edit environments in the Power Platform admin center. With a managed environment, admin can take control of the Power platform at scale, with less effort, and with more insight regardless of the type of the environment. All apps and flows in the Managed environment...
Format input values into different user input formats using Formatting API in PCF Control
Introduction In the previous blog, we have explained the Formatting API of PCF Control where we used the Formatting API to format the input values. Earlier, we used different Formatting API methods to format the number and date values. In this blog, we will introduce a new Formatting API method (formatUserInput) that formats the given input values in different user input formats. In the below example, we have set the user settings as...
Track canvas app error in Power app monitor
Canvas App is a no-code/low-code business app where you can design the app by dragging and dropping elements onto a canvas. To build a mobile app in Dynamics 365, Canvas App is a good option. It is primarily used to build mobile apps and also has many other functionalities. Suppose we have a requirement to create an app for sales reps to submit product information to Dynamics 365. We develop a canvas app and it’s working fine,...
Manually Map a Contact in Power Automate
Introduction: Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example, with incoming emails, a case record can be created automatically....
Create emails in CRM quickly by using enhanced reusable content blocks
Introduction In this blog, we will see one of the preview features introduced in Dynamics 365 Marketing. New content fragment allows you to quickly assemble beautiful mails with just a few clicks. These new content fragments can include layout, advanced elements, and personalization that anyone can use. A content block is a piece of content that you can insert into an Email. They can contain Text, Images, Link, Buttons, dynamics text,...
How to generate a random number using Rand() and RandBetween() function in Canvas App
Introduction In this blog, we will learn how we can create one random color in RGBA format by generating random numbers. Problem: We have a Canvas App, where we have created one Display Form. Here, we have displayed the list of categories of All Accounts in the color-coded format as shown in the below screenshot. In the below screen we want categories of all Accounts to be shown in color-coded format, so it is necessary to display all...
How to monitor the performance of an organization by using a Diagnostic tool
Introduction Recently, we faced performance issues in our organization as it became slow. Hence, we wanted something to monitor the performance of our organization so that we can take further steps to improve it. It was then that we found a Diagnostic tool provided by Dynamics 365 CRM which generates a report and displays latency with other performance attributes of an organization. In this blog, we will see how to monitor the...
Use of Process insights (Preview) feature for monitoring/analysing Power Automate Flow
Introduction Recently, many enhancements were introduced under Power Platform for creating Power Automate Flow. And “Process Advisor” is one such enhancement. In our previous blog, you have already explored the way to create Process Advisor. While creating Process Advisor, there was a requirement to add some recordings to it as recordings are a way to train the Process Advisor to recommend us with the connectors and actions while...
Deep Dive into the Creator Kit for Canvas Apps
Introduction Developers in today’s generation are moving fast with their development and to further help them with their pace for designing custom components for Canvas Apps, Microsoft has introduced a kit that includes all the essential components. This kit is nothing but a managed solution named Creator Kit. Now, the developers will not be required to build each component and there is no need to worry about their nature as they are...
Exploring sales usage reporting feature in Dynamics 365 CE sales analytics
Nowadays Microsoft is working on enhancing the reporting capabilities within Dynamics 365, there are many embedded Power BI reports that are now available in Dynamics 365 sales. In the previous blog, we have already explored the capabilities of one of such embedded Power BI report named “Sales Acceleration reports”. In this blog, we will explore another such exciting embedded Power BI reporting named “Sales usage reports”. By enabling...
Two easy ways to embed Model-driven apps in Microsoft Teams
Introduction In our previous blog, we saw the process of adding Canvas apps to Teams. In that, the user can share the Canvas app by embedding it directly into Microsoft Teams (using the option Add to Teams in Power Apps). Now, in this blog, we will see how to share a Model-driven app by embedding it directly into Microsoft Teams. The main purpose of this feature is to share the apps within the teams so that any user/team members can...
Use of conditional access to restrict access to Dynamics 365 CRM by Operating System
In our previous blog, we saw how to restrict CRM access by Country or by IP Address. But at times there can arise a situation where the company doesn’t use any operating system other than Windows and wants to block access of CRM for all other operating systems apart from Windows. This can be done using conditional access in Azure Portal. Below are the pre-requisites for the same A subscription to Azure Active Directory Premium. A...
Adding custom pages in model-driven app with responsive layouts
Introduction Microsoft is continuously working on enhancing the maker experience for app design. The new maker experience is all about designing the pages throughout. These custom pages bring the power of Canvas apps into model-driven apps. We have already seen the modern app making experience in the previous blog when the modern app designer maker experience was in preview. But with the recent release, you will observe this modern...
An enhanced experience for creating Email templates
Introduction In this blog, we will focus on the enhancements for creating an Email Template. With the help of Email Templates, users can send repetitive and recurring emails to multiple customers which saves time. This feature provides an advanced Design canvas and layouts which are responsive and can get adapted to any screen size to create a Customized Email Template. To have access to this feature, it is necessary to enable it in...
Easily transform your visual design into Canvas App in Power Apps
Introduction In the recent release, we have a new function called “Image” in the Create app feature of Power Apps using which it’s now possible to create a Canvas app by just uploading an image of an app or form. Also, it will help app-makers to easily turn their designs or sketches into working apps in a few steps. Now let’s see how it works! First – Where will I get this option? Go to https://make.powerapps.com/ Click...
Exploring sharing capabilities in Dynamics 365 CRM sales forecasting
Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial 2022 wave1 enabled environment. There I came across many enhancements. And...
Create Rich Text format Single Line Text and Multiple Line Text fields in the PowerApps
Introduction: Microsoft keeps introducing new enhancements in every release. In previous release, we have seen that we can add Rich Text Editor Control on any multiple-line text field. Refer to this blog to know more about the Rich Text Editor Control and its use. In recent releases, Microsoft introduced Rich Text and Format for Single Line Text and Multiple Line Text fields in PowerApps. Now let’s see how we can create Single Line...
Enable Administration Mode from Power Platform Admin Center
Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details, you can refer to this blog. Administration Mode can be enabled for...
Exploring additional filtering capabilities in Sales Forecasting
Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have already seen enhanced configuration steps for using sales forecasting in the...
Conditionally Modify the Dropdown in the Canvas App
Introduction: The Canvas app provides us with a visually rich representation of our data on mobile devices. Recently we came across a couple of requirements where we were needed to conditionally show respective options in the Dropdown and also conditionally disable the dropdown in the Canvas app. Now, let’s see the detailed steps on how we can achieve each one of them. Requirement 1: Conditionally add/remove respective options in a...
Global search and Barcode scanning in Field Service Mobile App
Introduction The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated in the barcode field on Case form. We can add Barcode field in any of the forms in CRM. Also, we can search the barcode...
The new look of Dataverse Tables!
Introduction: In the recent Microsoft update, Dataverse Tables UI has been enhanced to help users edit/manage data easily in Power Apps and focus more on their work. Now, let’s explore the new UI of Dataverse Tables! Searching for Tables is now easier: Now you can easily find the required tables based on the classification added as Recommended, Custom, and All as shown below: Enhanced Table UI: Microsoft has made changes in the Table...
AI model-based suggestions for similar Cases and Knowledge Articles within Dynamics 365 CRM
Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist pane, which is an intelligent...
How to retrieve set lookup record information using addOnLookupTagClick() function
Introduction: In this blog, we will check how can we get the entity record information that is set in lookup control without losing the main entity form context. Problem: While we are on a record form of an entity, if we want to get the information about the record that is set in a lookup control within that record form, then we need to click on the record link on lookup control. When we click on the link of the lookup control, the...
Enhanced auditing-retention policy and delete logs options in Dynamics 365 CRM
Introduction Recently, I was exploring auditing functionality in Dynamics 365 CRM after 2022 Wave 1 release. I found that there are many enhancements that have happened in the recent release in the way you manage the audit in Dynamics 365 CRM. With the expanded auditing capabilities of Dynamics 365 CRM, now you can manage the audit logs much more effectively. Auditing can greatly increase your chances of staying on top of things but...
Editing capability for Customer Service Historic Analytic Report within Dynamics 365 CE
Introduction: The Historic analytic report summarizes historical case details based on the agent and topics with the Summary, Agent and Topics pages which includes KPI, charts, tables etc. Now there is a way to edit historic analytic reports as per one’s requirement. This we have already seen in previous the blog. In this blog, let’s explore how to modify/edit the OOB customer service historical analytics report within Dynamics 365 CE...
Command checker to debug ribbon buttons
Introduction: Dynamics 365 CRM have added new features that are helpful for a developer to develop and deliver solutions to clients more quickly. The command checker is one of the features that is used to debug ribbon buttons. This is one of the best features because sometimes adding a button and getting it to work is more challenging work for the developer. When the ribbon button shows an error and does not show then it’s a...
Share and Update Dynamics 365 CRM records with Microsoft Teams
Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also work on the same record as per the requirement of the organization. Let’s see how this feature makes your work easy and convenient....
How to efficiently collaborate using built-in Microsoft Teams Chat
Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in one place. In order to have access to this feature in the environment, it is necessary to enable Teams chat preview. If...
Knowledge Analytics Report in Dynamics 365 Customer Service
Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have a walkthrough of another such AI-driven out-of-the-box report called...
Duplicate lead detection for lead management in Dynamics 365 CRM
Introduction: Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead detection. Most users already use existing duplicate lead detection however it only shows the alert message. In the latest duplicate lead detection feature, the AI model uses the following rules to identify duplicates – Same email address,...
Undo/Redo Feature is now available in the Dynamics 365 Cloud Flow
Introduction: In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the feature that allows users to Undo/Redo their operations/actions in the cloud flows designer. Now, let’s explore this new feature! Given below is the Cloud flow I created: After clicking the “Undo” button the first time, the screen...
Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM
Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and invoice entities with the “Add products” dialog box...
Power Apps now available for Windows
Introduction: In the Microsoft 2022 release wave 1, many new features have been introduced. One such feature is – Power Apps (Preview) for Windows – which will help us to run model-driven apps or canvas apps on any of our Windows devices. Given below are the steps to configure and use the Power Apps (Preview) for Windows. Step 1: Go to Microsoft Store and search “Power Apps (Preview)”. Step 2: Install and then...
Resubmit/Cancel Multiple Runs at the same time in Dynamics 365 Cloud Flow
Introduction: While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of canceling the flow run as well. But now in the recent April 2022 release wave 1, Microsoft introduced the feature that allows users to Resubmit or Cancel multiple runs at once. Let’s see how it works! You can now resubmit multiple runs...
Exclusive sneak peek at the new Virtual PCF Component
Introduction: If you build PCF components then you must be aware that to create a standard control we render it on the container, which is provided in the PowerApps Component Framework. Microsoft has introduced a new type of control named Virtual Control. As the name suggests, this control creates and renders on the Virtual DOM. Virtual Components is where we can use the Virtual DOM and reuse the libraries i.e. Fluent UI and React...
Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 2
Introduction: In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available. Recently, I was going through this doc where different KPIs are listed. I was interested in “Avg. CSAT” and “Avg. survey sentiment” which were not displayed and shown as blank. This made me explore and find out when the data will be updated in these two KPIs. In this blog, let us have a...
Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 1
Introduction: In today’s competitive world, customer satisfaction is very important. Providing appropriate and timely service lets you earn your customer’s trust for life. Also, knowing your customer enables you to provide better service and optimize your agent’s productivity. ‘Customer Service Insights’ is now embedded in Dynamics 365 customer service with the inbuilt AI capabilities. The AI-driven technology lets customer service...
Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE
Introduction: Dynamics 365 Sales come with a pre-defined set of Insight cards. Those cards are categorized into many categories. You can find more details in this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Microsoft Power Automate if existing pre-defined cards don’t suit their requirements. Basically, custom insight cards are designed to keep salesperson informed and...
New activity dropdown to show only relevant activities in Dynamics 365 CRM
Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will walk through the features of ‘New Activity’ dropdown that shows only relevant activities in the model-driven app. Activity Dropdown to show only relevant activities: Initially, ‘All activities’ were being displayed in Dynamics 365 CRM irrespective of Model-Driven apps. But this new feature allows us to enable/disable...
Editable Grid feature in Model-driven apps with Power Apps grid control
Introduction: Microsoft has brought in some intuitive features in its 2022 Wave 1 release. In this blog, we will explore the new editable features in the Power Apps grid control in model-driven apps. There are two primary additions to the new Power Apps grid control (preview) for model-driven apps: Infinite scrolling: Users no longer need to navigate through pages to see more records. With infinite scroll, users can keep scrolling to...
Use of “Close all Quotes” button to close all Quotes of opportunity in Dynamics 365 CRM
Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the opportunity. So now we tried to Close the Opportunity as Lost but when we triggered the Close as Lost...
Perform activities from sequence step in Sales Accelerator and correlate it with timeline activities
In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some of the new features which are introduced in Sequence. With the latest feature, users can add notes while completing the...
How to hide Ribbon Bar options
Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given...
Image Classification model by Microsoft Lobe in Power Apps – Part 2
In our previous blog, we have seen how to create an Image Classification model by using Microsoft Lobe. Microsoft supports the Image Classification model in Power Apps and Power Automate. In this blog, we will see how we can use the model in Canvas app. To configure the model in Canvas app, follow the steps given below: To export the model, click on the Menu icon and then click on the Export Now click on the configure button to...
Image Classification model by Microsoft Lobe in Power Apps – Part 1
Introduction: With the growth in technology we have seen an incline towards the technologies related to Machine Learning and Artificial Intelligence in our day-to-day life. In recent few years Microsoft has been pushing Low-Code/ No-Code ideology and have been incorporating ML and AI technologies in their PCF control, AI Builder Models, etc. Evidence of this can be seen in the recent PCF control like Business card Scanner, Document...
Sequence Stats and Reshuffling of columns in Sales Accelerator
Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over a selected time frame. “Edit Columns”: Used for reshuffling the...
Validate FetchXml by using ValidateFetchXmlExpression WebAPI function in the script
Introduction: In a recent project, we retrieved Dynamics 365 CRM data using WebAPI and fetchXml expressions. In most cases, we create fetchXml expressions, where we add attributes and filter conditions dynamically in the fetchXml. When we execute our dynamically created fetchXml expressions, it fails with different error messages. Here we had come across a requirement where we needed to validate the fetchXml expressions to get the...
Parse JSON In Canvas App using Regex
Introduction: The Canvas App provides us with a visually rich representation of our data for mobile devices. Recently while trying to incorporate functionality in the Canvas App we needed a way to parse JSON. In the quest to find an appropriate approach for the same, we got to know that we can do this using Regex. Before getting into the details of how to parse JSON in the Canvas app using Regex, let us summarize the scenario. We...
Visualize data in a view with Power BI service
Introduction: In recent Microsoft releases many new features have been introduced. In this blog we will see how to use Power BI quick report (preview) on the view page in a model-driven app, to visualize CRM data. • User can enable this feature from https://make.powerapps.com/ as shown below. • Click on Apps on the left pane and select the app you would like to activate this feature on. • Click on ellipses of the selected app, then...