Power Automate pane in Canvas App
Introduction Currently everyone want mobile app for doing any work. To build a mobile app in Dynamics 365 CRM the Canvas App is the better option. 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 automate any process Power Automate is used. So to combine capabilities of Canvas app and Power Auotmate big is a advantage as it enables to build any app with rich...
Execute JS within rules on the Field Service Mobile for Dynamics 365 Field Service
Introduction: Field Service technicians use Field Service Mobile application which provides brief information related to the Work Order, Booking and Service location. And, Woodford application allows us to help customize the Field Service Mobile application based on the business requirements for each organization. Woodford customization application provide various ways to automate process so that technician can easily complete their...
Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse
Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain 1. Search box in the view – search within the view being listed 2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results 3. Dataverse search aka Relevance search – Global search box that lets you type a keyword and get the results by scanning records...
Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse
Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly it would be knowledge/information transfer from one person to another. Also when a person worked on the dashboard a...
Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE
Introduction: Recently we came across a request from a customer that they wanted to show/hide few activity field labels and data that are displayed in the timeline by default. We then started exploring timeline configuration capabilities in 2021 release wave 2 by following this doc. Here we came across a new enhanced feature for configuring the activities in the timeline. It provides the leverage to show/hide the activity field label...
Avoid buffer size error for List Rows using Power Automate Flows
While trying to read data from a table using the List Rows action of the Dataverse connector, we received the following error. “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600” At this point we had only provided the table name without any filter criteria and had not even provided a list of columns to retrieve, which means read all rows and data from all columns in each row Per Microsoft docs,...
How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate FLOW
Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we are trying to execute one of the CRM actions that are “WIN/LOSE OPPORTUNITY” but this action is not that simple as...
Premium Auto Capture in Dynamics 365 CRM
Introduction In our previous blog, we have explained how “Auto Capture” feature helps salespeople to keep their mails private unless users track them. “Premium auto capture” now supports capturing emails, meetings, and contacts from outlook with the help of activity and contacts suggestions. Premium auto capture not only tracks email suggestions like the previous Basic Auto Capture feature but also comes with more enhancements. In...
How to Add Users and Sync Profile Information in Dataverse Instantly (On Demand)
Introduction: I was creating a user in one of the online trial environment 2021 Release wave 2 (version V9.2) from Office 365 admin center but somehow it was not appearing in users area in Power Platform admin center even after waiting for few hours. It was then that I found this doc which explains how I can instantly add user in Power Platform admin center. In this blog, I will explain the ways to quickly add users in Dataverse...
Configuring Dataverse Search in Dynamics 365 CRM
Introduction: Recently when I was exploring the searching feature of Dynamics 365 sales, I came across “Dataverse Search” feature introduced in 2021 release wave 2. Previously “Relevance search” feature was introduced which is now replaced with “Dataverse Search” along with some additional features. You can refer our previous blog which explains about “Relevance search” and its capability of global intelligent search. By enabling...
Power Automate FLOW Comments (PREVIEW)
Introduction: Now, we can leverage Power Automate FLOW comments feature to comment, note anything related to FLOW level. As you know, already we have been using the existing commenting feature for individual action/step of FLOW. With this new comments feature, we can write or note any important things of the FLOW at FLOW level. We can also smoothen the knowledge transfer between two developers as the other developer can understand and...
Enhancement in Email Template
Introduction: To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value. Let’s see how to set Default Value in the Email Template. Login to https://admin.powerplatform.microsoft.com/ Select the Environment to click on more...
Enhance security in Dynamics 365 CRM using AAD Security Groups
Dynamics 365 CRM has some security features which integrates Dynamics 365 with Active Directory (AD) Groups. AD Groups can be used to grant and restrict access to a Dynamics 365 environment which enhances security as well as simplifies the process of adding users. As is the case with AAD security teams, users get automatically added to the teams as and when they login in to CRM. In order to create team of type AAD security group in...
Explore the new Deal Manager to increase your Sales in Dynamics 365 CRM
Introduction: With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily handle opportunities in Dynamics 365 CRM. The Deal Manager Workspace can be customize and altered based on seller’s preferences. How to Setup and Enable Deal Manager in our environment? The System Administrator has to enable the preview for this feature, so that...
2021 Release Wave 2 Updates to Business Units, Security Roles and Users in Dynamics 365 CRM and Dataverse
Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of Business Units Security Roles Users Exploring these with the new updates...
New Ideas panel in Power Apps Canvas App
Introduction To build a mobile app in Dynamics 365, Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. Currently, Natural Language has been gaining popularity among developers. To not get left behind, canvas app has also added support for natural language using Ideas feature. With the help of this feature, we can give queries in...
Generate Actuals from Field Service for Dynamics 365 CRM
Introduction: There are various options provided for Field service settings. his field service settings allows system administrators to set default settings for work orders, bookings, schedule board, agreements, and much more. The latest Field Service upgrades (version) introduced this feature independently for Field Service by configuring the settings from “Field Service Setting” area. This blog will guide you through the steps to...
Exploring Automation Recommendation in Power Automate Process Advisor
Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities are the most popular Understand where the bottlenecks are What’s New? So recently,...
Enhancements in Sales Accelerator using Adaptive Sequences
Introduction: In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences. In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first thing that I noticed is Sales Accelerator and Sequences features are out of preview for a while...
ALM for Chatbots created using Power Virtual Agents
In the earlier articles we explored Power Virtual Agents and its capabilities integrating with Power Automate Flow and Adaptive Cards. In this article we will look at the option available for backup support and packaging the bots to share them across environments. Chatbots created using Power Virtual Agents are now Solution aware, this means that you can include all of the components of Chatbots within a solution. When you start the...
Displaying rich responses in Power Virtual Agent Chat bot using Adaptive Cards
In the earlier article we integrated PVA with an external API using Power Automate HTTP connector. The response returned by the API was displayed in simple text format to the user. In this article we will explore displaying rich responses using Adaptive Cards. We will extend our earlier example and continue to use the Azure Maps API, this time we will request Weather details of the requested postal code and display the weather card as...
Outlook style preview panes now possible using Side Panes with Power Platform Wave 2 2021 Release
Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. In the earlier article we discussed how the panels are now capable of displaying entity forms, lists and even web resources and dashboards in the panels with multiple panels possible, you can show more than one of these simultaneously. In...
Exclusive sneak peek at the new multi-tab Panel (Side Panes)
Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. Earlier we had the provision to open a single panel using the method below Xrm.Panel.loadPanel(URL, title) Although this was an intuitive addition it had some limitations like the ability to open only one panel at once, and we could only...
Use of Code Components in Power Apps Portal
Introduction Microsoft in the latest release brought many new features in Dynamics 365 CRM which also includes one of the most awaited features – support of Code Components in Power Apps Portal. In this blog, we will see how we can configure and show a PCF Control in the Power Apps Portal. Kindly note this feature is still in Preview stage. Since it is very easy to use, we will make this blog precise and short. At first, Power...
Consuming REST API using HTTP connector of Power Automate Flow from Power Virtual Agents
Power Virtual Agents are the no-code/low-code Chatbot offering within its Power Platform offering. An intuitive drag and drop interface helps to get started quickly with building your first interactive bot that can assist your users with common queries with the ability to handover to human agent when it is beyond the bot to respond to the questions asked. The good thing about Power Virtual Agent is the ability to call Power Automate...
Create Multi Select Optionset using PCF Control
Introduction: Recently in one of our project, we had come acorss a requirement where we needed to create a PCF control for multi select optionset field with which user can visualize the values in a list form. In the new updates of PowerApps Component Framework, with the help of MultiSelectOptionSet type property, now we can develop the PCF control for multi select optionset field. We have given an example, where we create a PCF...
Programmatically know the Time control Status using the GetState method
Introduction Often we use Dynamic 365 Time Control when we want to keep track of time based on a certain date. E.g. Whether a Lead has been qualified before the estimated close date etc. In this blog, we will see how we can programmatically get the status of the Time Control using form scripting. To know more about Time control and how to configure it, please follow this link. In this example, I have configured the Time Control for...
Multiselect Lookup control PCF now available in Dynamics 365 CRM
Introduction: With the release of Power Apps Component Framework, the focus has now drastically shifted to designing a UI that is intuitive to use and especially ones that require minimal clicks to get going. N:N relationships has long been a touchy topic here where if you would like to associate more than one records with another record, the solution was designing a native N:N relationship between the 2 tables which created an...
Use of Custom API in Power Automate Flow
Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in a Power Automate Flow. After creating a custom API, follow the steps given below: Navigate to your environment from powerapps.com and to your...
Enhanced user experience with new Modern Control on Subject Entity
Introduction As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM. In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control – Selection TreeView Control – has been added which makes it easier for users to view and...
How to use a custom API as a step in Dynamics 365 CRM Workflows
Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make use of the custom API with workflows. Now let’s see how to achieve this. For demonstration purpose, we are creating a...
Use of new column options settings in grid view page
Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps, you can customize grid columns and their order right from the grid view page itself. Here is how it is going to look:...
Multi-Entity/Table lookup in Dynamics 365 CRM
Introduction: Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to create a lookup field that has a multi-entity/table. For example, for Retailer custom...
How to programmatically call UpdateView in PCF using requestRender
Introduction: If you know Power Apps Component Framework, then you must know the updateView method, which is one of the standard methods of PCF. The updateView method is triggered only when the PCF control is refreshed or rendered and shows us the updated data on our control. We work on the dataset as well as field type components in PCF. In the dataset, we usually use context.dataset.refresh to refresh the dataset control, which...
New Model-Driven App experience for Sharing Entity Rows
Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown in the below screenshot: On clicking “Share” button, you will be able to see the new unified interface dialogue box...
New Model-Driven App experience for Sharing Entity Rows
Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown in the below screenshot: On clicking “Share” button, you will be able to see the new unified interface dialogue box...
View or Update User Permissions/Roles from Bookable Resource
Introductions: In order to work in Microsoft Dynamics 365 CRM, user needs to have the appropriate security roles. Similarly, to perform functionalities within Field Service, user needs to have appropriate privileges and they should also be added in the Field Security Profiles, along with their appropriate Security roles. So, when a Bookable Resource is not able to perform any functionality due to missing privileges, earlier we had to...
How to Clear/Hide OOB form level notifications in Dynamics 365 CRM using client API
Introduction: In this blog, we will see how to clear/hide OOB form level notifications using client API. There are many OOB (Out of the box) form level notifications in CRM. For example, on the Quote entity there is a warning which displays on the quote FORM if “Effective To” date is equal to today’s date or lesser than today’s date i.e. “The “Effective To” date has passed. If you want to reactivate the quote, you...
Improved User Experience in Dynamics 365 2021 wave 2
Introduction The 2021 release wave 2 for Dynamics 365 brings innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in the 2021 release wave 2 and made them user-friendly and easy to access. I have mentioned some of them below. • Open Record in New Window Wave 1 – Previously Open Record in New Window option was given in footer as shown below. Wave 2 – Open...
Custom Pages: A step towards disappearing lines between Canvas Apps and Model Driven Apps in Power Platform / Dynamics 365 CRM
Power Apps provides support for 2 types of design experience for Apps. Model-driven apps – Data first approach – more for backend end user with full form experience. Canvas Apps – Design first approach – more for the field users with a mobile experience with simple to use and easily accessible apps being designed to serve specific purpose. Traditionally these have been aligned as Model-driven apps for web experience with full support...
Perform changes in Power Apps Portal with newly introduced Microsoft Power Platform CLI
Introduction: Microsoft recently introduced Microsoft Power Platform Command Line Interface to perform various operations on Microsoft Dataverse environments, Power Apps Portal, PCF, Plugin, Solution, Admin, and Canvas by using Visual Studio Code. In this blog, we will be focusing on Power Apps Portal and will see how we can connect Portal using Microsoft Power Platform CLI and perform various operation on the same. To be precise, we...
Sort Dynamics 365 CRM records at global level within Kanban View for easy analysis – Explore new Global Sorting feature within Kanban Board
‘Kanban’ and ‘Kaizen’ are two Japanese terms that all of us are familiar with. One stands for ‘visual board’ and the other stands for ‘continuous improvement’. Taking a leaf out of one of world’s leading automobile brand’s book, we introduced a smart visualization app for our Dynamics 365 CRM friends called Kanban Board which is also a Preferred App on Microsoft AppSource. With Kanban Board, our Dynamics 365 CRM friends are able to...
New Command bar designer using PowerFx for Dataverse and Dynamics 365 CRM apps now in Preview
In our earlier article we talked about the new app designer experience and with the new updates in the app designer, command bar or the ribbon bar editor also gets an update. Editing or defining Command bar had been a tedious task involving editing the xml tags and I remember I could never get it right the first time especially since it involved adding a lot of related tags, until we had the now popular community tools like the Ribbon...
Bulk Edit Entity Records using new Model-Driven App experience
Introduction: In the new 2021 release wave 2, Microsoft has removed the dependency on web client hybrid experience and introduced a Unified Interface dialog experience using which users will be able to edit multiple rows easily. It is also supported on the mobile experience. So, let’s see how it looks! First, go to the table’s home grid and select the rows for which you need to edit columns in bulk. For example, I have selected...
Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!
When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes in! Along with storage space, if data security is your major concern then SharePoint...
Perform Asynchronous Operations with New Async OnLoad Event in Dynamics 365
Introduction: First, let us understand what is OnLoad event and where we use it. It is an event which occurs after a form gets loaded or on the creation of a record. Generally, we use the OnLoad event to bind some data or hide/show fields, sections, tabs, etc. based on some conditions. The behaviour of the OnLoad event is synchronous i.e., when you run an asynchronous code on load of a form and want to hide some fields based on the...
How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal
Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even when quote is still in Draft status. Our initial approach was with some Portal script we would disable the...