Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps
So, if you are used to updating Icons to entities in the classic UI, here’s what you need to do in order to update the SVG image of a Custom Entity you just created using new Power Apps Maker portal. Let’s see below is you custom entity and it comes with its default icon which … Continue reading Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps Continue Reading priyeshwagh777’s Article...
Preferred Solution in Dataverse | Power Platform Admin Center
By default, everything goes inside a Default Solution if you are aware of the classic way of doing Customization in Dynamics 365 CRM. And this causes components to be lost in Default solution without knowing who created where and what was that. Hence, to be able to collect all the components created outside of Solutions, … Continue reading Preferred Solution in Dataverse | Power Platform… Continue Reading...
Button to send Email based on Templates in Dynamics 365 CE
Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates. Continue Reading priyeshwagh777’s Article on their blog Button to send Email based on Templates in Dynamics 365 CE Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates....
Use Monitor to debug Model-driven apps remotely | Power Platform
Monitor is one feature that comes in super handy when end-users complain about an issue which is difficult to ask end users to send across logs from the browser. And here’s where Monitor comes in handy! Let’s see how this works through this simple blog post!! Capture events from Monitor in Model Driven Apps Here’s … Continue reading Use Monitor to debug Model-driven apps remotely |… Continue Reading...
![Why Environment Variables don’t appear in Flows? | [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2024/03/Why-Environment-Variables-dont-appear-in-Flows-Quick-Tip.png?resize=240%2C240&ssl=1)
Why Environment Variables don’t appear in Flows? | [Quick Tip]
At times, if you are new to working with Environment Variables and you’re looking to use them in your Flows but don’t see them? Here’s why! Flows Outside Solutions If you are creating Flows from the My Flows section, let’s see if you can access Environment Variables or not – Flows in Solutions [Default and … Continue reading Why Environment Variables don’t appear in Flows? |…...
Pre-Export Step Required setting in Deployment Pipeline | Power Platform Pipelines
Now that you must’ve already setup your basic Power Platform Pipeline as yet and are looking to explore how to extend the Power Platform Pipeline to do more advanced operations, this post is for you!In case you are still looking to first setup your Power Platform Pipeline, you can check this Blog Series which this … Continue reading Pre-Export Step Required setting in Deployment Pipeline |… Continue Reading...
Power Platform Pipelines | Blog Series
Here’s a blog series to get you up to speed on Power Platform Pipelines! Setting up and Running Power Platform Pipelines Here is what you need to get done in order to setup Power Platform Pipelines – Here’s official Microsoft Documentation on Power Platform Pipelines – https://learn.microsoft.com/en-us/power-platform/alm/pipelines?WT.mc_id=DX-MVP-5003911 Hope this was useful! Here are some… Continue...
Run a Power Platform Pipeline
In case you setup your first Power Platform Pipeline and looking to test it out? This post is for you. Or if you haven’t yet configured your Power Platform Pipelines first, refer this post – Setup Power Platform Pipelines Now that you have your basic Power Platform Pipeline set in place, let’s run a created Pipeline! … Continue reading Run a Power Platform Pipeline Continue Reading priyeshwagh777’s...
Setup Power Platform Pipelines
Given that you need to setup Power Platform Pipelines, here’s a post for you!This post will walk you through on how you can setup Power Platform Pipelines. Pre-Requisites Here’s what you need to setup in order to enable Power Platform Pipelines – Setting up Environments Here’s how you can setup your Environments in the – … Continue reading Setup Power… Continue Reading priyeshwagh777’s...
Pass Entity parameter from Power Automate Flow to an Action
Let’s say that you want to run a Power Automate Flow on a set of Dataverse records and those records will be referenced in your C# Plugins. And the next steps is you’ll create an Action for this and register it in the Plugin Registration Tool. In case you are new to plugins in CRM, … Continue reading Pass Entity parameter from Power Automate Flow to an Action Continue Reading priyeshwagh777’s Article on...
Project Status Update Reports on Projects using Copilot in Project Operations
Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. … Continue reading Project Status Update Reports on Projects using… Continue Reading...
Risk Assessments on Projects using Copilot in Project Operations
Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. … Continue reading Risk Assessments on Projects using Copilot in… Continue Reading...
Enable Copilot for Dynamics 365 Sales environment
Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in your Sandbox instances first. Enable Copilot for Dynamics 365 Sales Given that you have the … Continue reading Enable Copilot for Dynamics 365 Sales environment Continue Reading priyeshwagh777’s...
Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center
You must have seen Security Roles, Field Level Security, Access Teams etc. as a way to access records in Dynamics 365 CE (or CRM). Here’s what Hierarchy Security is all about – There are 2 types of Hierarchy Settings in Dynamics 365 CE and what they mean in a short explanation – Configure Hierarchy Settings … Continue reading Hierarchy Settings in Dynamics 365 CE | Power Platform… Continue Reading...
Position Hierarchy Settings in Dynamics 365 CE
In this post, you’ll learn how to configure Position Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Positions of the Users the intended data. Scenario Let’s consider the below scenario on … Continue reading Position Hierarchy Settings in Dynamics… Continue Reading...
Manager Hierarchy Settings in Dynamics 365 CE
In this post, you’ll learn how to configure Manager Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Managers the intended data. Scenario Let’s consider the below scenario on who reports to … Continue reading Manager Hierarchy Settings in Dynamics… Continue Reading...
Time and Materials Billing Backlog table in Project Operations
Even wondered what is Time and Materials Billing Backlog table in Project Operations which you see in the Sitemap but you might not be sure what records are in it – Time and Materials Billing Backlog Here’s the purpose of Time and Materials Billing Backlog entity – Hope this was useful! Here are some Power … Continue reading Time and Materials Billing Backlog table in… Continue Reading...
Create Project Plan using Copilot in Project Operations
Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – ] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. Enable Copilot For … Continue reading Create Project Plan using Copilot in Project Operations Continue Reading...
Enable OneNote Integration for Dynamics 365 Sales environment
Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance – Settings Given that you are a Dynamics 365 Administrator, you can navigate to Power Platform Admin Center of your environment – Hope this post helps! Here are some Power … Continue reading Enable OneNote Integration for Dynamics 365… Continue...
Setting up Project Operations Lite | Blog Series
I felt that I should document steps to setup a Project Operations Lite Trial environment for everyone who’s trying to spin up a Project Operations Instance and trying to get the basic setup done as of January 2024. Hopefully, this blog series will help you to quickly access and understand the info you need to … Continue reading Setting up Project Operations Lite | Blog Series Continue Reading...
Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations
Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite, let’s look at what Roles (or Resource Roles) are and how you can add them to the Price Lists Resource Roles … Continue reading Resource Roles and adding Role Prices to Cost and Sales… Continue Reading...
Enable Copilot for Project Operations
Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operations too being no exception! Here’s how you can get the same Enable Copilot in Project Operations Here’s how you can enable Copilot in Project Operations – Disable Copilot Here’s how you can disable Copilot if … Continue reading Enable Copilot for… Continue...
Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite
One of the first things to do when starting a new Project Operations Lite environment is to start setting up organizational data for your environment and in that, setting up Organizational Units, Price Lists and Roles is one of the first things to start setting up – Let’s see on how you can start the … Continue reading Setting Up Default Organizational Unit, Cost and Sales Price List in… Continue Reading...
Starting a Project Operations Lite Trial Environment
One of the first things you want to get done is to spin up a Project Operations Trial environment. Here’s how you do it!Note that no Credit Card is required for a Project Operations trial environment. Project Operations Trial Environment Here’s how you start a Project Operations trial environment – Deployment Type Questionnaire As we … Continue reading Starting a Project Operations Lite… Continue Reading...
Difference between Project Operations Deployment Types
Now, as you know that there are the following 3 types of Project Operations Deployments – To keep the comparison understandable and simple, let’s review the below in a short summary. Comparison Project Operations Lite Project Operations for Resource/Non-stocked Project Operations for Production/Stocked Finance & Operations module is not setup Finance & Operations setup is … Continue reading <span…...
Getting Started with Microsoft Graph API
Microsoft Graph API is a superb way to leverage Microsoft 365 services as a developer. Before you start to wonder where all to get started from, this post is for you! Microsoft Graph Explorer Here’s how you can start using the Microsoft Graph API – Important Notes Here’s the official link to the Microsoft Graph … Continue reading Getting Started with Microsoft… Continue Reading priyeshwagh777’s...
Permanently Delete users from Power Platform
Often times, as organizations have users enabled and disabled, over the course of time we see a lot of Disabled Users pile up in the system. Power Platform now lets you delete these Users permanently from the system. Warning: Please note that this process will not get back the User you delete as you are … Continue reading Permanently Delete users from Power Platform Continue Reading priyeshwagh777’s Article on their...
Permanently Delete a User in Entra ID
In case you are managing Users in Microsoft 365, a Deleted User still exists in Soft Delete state for 30 days.Here’s how you can immediately delete the user permanently!Please do this when you are entirely sure that you want to delete the User as this a permanent step and won’t get back the User once … Continue reading Permanently Delete a User in Entra ID Continue Reading priyeshwagh777’s Article on their...
Manually Add Licensed Users in Dataverse Environment in Power Platform Admin Center
In case you want to reflect a recently licensed user in a Dataverse environment but you don’t see it reflect immediately, here’s how you can manually add users to the Dataverse environment yourself. Check that the User has an appropriate license From Microsoft 365 Admin Portal, ensure that the user has been successfully been given … Continue reading Manually Add Licensed Users in Dataverse… Continue Reading...
Microsoft Loop is now in GA for Microsoft 365 work accounts
Microsoft Loop is now Generally Available for work accounts in Microsoft 365. Here’s an exciting new product that will make collaboration fun and productive! Here’s Microsoft’s Announcement article on the same – https://techcommunity.microsoft.com/t5/microsoft-365-blog/microsoft-loop-built-for-the-new-way-of-work-generally-available/ba-p/3982247?WT.mc_id=DX-MVP-5003911 But, let me summarize… Continue...
Power Automate Cloud Flows designer using Copilot | Now in GA
As Microsoft rolled out using Power Automate Cloud Flows designer using Copilot on 8th Nov 2023, here’s a look at how you can use it in your scenarios while designing Cloud Flows! Copilot in Power Automate As you might have noticed by now (based on the currently supported region you are in), Copilot is enabled … Continue reading Power Automate Cloud Flows designer using Copilot | Now… Continue Reading...
Check your recent sign-in attempts | Microsoft 365 Quick Tip
In case you and your team members are working on a small project which has only MFA enabled on the Admin account you’ve been given with, here’s how you can check who was trying to sign-in if it wasn’t any of your team members!! Microsoft 365 Portal Simply log-in to M365 Portal (https://portal.office.com/) or even … Continue reading Check your recent sign-in attempts | Microsoft 365… Continue Reading...
Read Excel File from SharePoint Online and create Records in Dataverse | Power Automate Flow
One of the most common scenarios is to be able to pick an Excel spreadsheet from a SharePoint Document location and create records in Dataverse. There are several ways to do this. But, one of the most common scenarios could be to use Power Automate Flow and use Excel Online and SharePoint Online connectors to … Continue reading Read Excel File from SharePoint Online and create Records in… Continue Reading...
![Dataverse Low-Code Plugins | Dataverse Accelerator | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/11/Dataverse-Low-Code-Plugins-Dataverse-Accelerator-Preview.png?resize=240%2C240&ssl=1)
Dataverse Low-Code Plugins | Dataverse Accelerator | [Preview]
So by now, you must’ve come across Dataverse Low Code Plugins quite a lot if you’re following Dynamics 365 Wave Updates. Here’s a post that demystifies and summarizes what Low Code Plugins are all about and how you can start implementing the same. Note: Please note that this is in Preview at the time of … Continue reading Dataverse Low-Code Plugins | Dataverse Accelerator… Continue Reading...
![Enable App Auto-Updates in Power Platform Admin Center | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/11/Enable-App-Auto-Updates-in-Power-Platform-Admin-Center-Preview.png?resize=240%2C240&ssl=1)
Enable App Auto-Updates in Power Platform Admin Center | [Preview]
Sometimes, Apps need to be up to date in order for some features to run effectively. Power Platform Admin Center now allows you to select Third-Party Publishers for an Environment to allow automatic App Updates in your defined Maintenance Window slots. Enable Auto-Updates Here’s how you turn on Auto-Updates for certain Publishers in your environment … Continue reading Enable App Auto-Updates… Continue Reading...
![Validate Email address on Email field in Model-Driven Apps | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/10/Validate-Email-address-on-Email-field-in-Model-Driven-Apps.png?resize=240%2C240&ssl=1)
Validate Email address on Email field in Model-Driven Apps | [Preview]
As part of various implementations, often you’ll need to ensure that the field validation is in place. Note: Please note that this feature is still in Preview at the time of writing this post. Enable Data Validation in Power Platform Admin Center Here’s how you can enable Data Validation for Email fields in Power Platform … Continue reading Validate Email address on Email field in Model-Driven… Continue Reading...
Install correct .NET Framework for Dynamics 365 CRM Plugin Assembly | Plugin Registration Tool
Here’s how to solve if you see the below error while updating/registering your Plugin assembly in Plugin Registration Toolbox Here’s how to go about solving the same! Error while Updating Plugin Assembly In case you see the above error in Plugin Registration Toolbox, here’s how you can upgrade your Project in Visual Studio to compile … Continue reading Install correct .NET Framework for… Continue Reading...
Profitability Analysis on a Project Service Quote | Project Operations
Here’s how the Profitability Analysis numbers are calculated for Project Operations! Continue Reading priyeshwagh777’s Article on their blog Profitability Analysis on a Project Service Quote | Project Operations Here’s how the Profitability Analysis numbers are calculated for Project Operations! Blog Syndicated with priyeshwagh777’s...
App Access Checker in Power Platform Admin Center
Here’s how to ensure the user has correct permissions/licenses to use the App. Continue Reading priyeshwagh777’s Article on their blog App Access Checker in Power Platform Admin Center Here’s how to ensure the user has correct permissions/licenses to use the App. Blog Syndicated with priyeshwagh777’s...
![Modern Share Experience on Views in Power Platform | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/08/Modern-Share-Experience-on-Views-in-Power-Platform-Preview.png?resize=240%2C240&ssl=1)
Modern Share Experience on Views in Power Platform | [Preview]
Here’s how you can share Views and Dashboards in Dynamics 365 CRM. Continue Reading priyeshwagh777’s Article on their blog Modern Share Experience on Views in Power Platform | [Preview] Here’s how you can share Views and Dashboards in Dynamics 365 CRM. Blog Syndicated with priyeshwagh777’s...
![Currency and Exchange Rate fields in a Dynamics 365 CRM entity | [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2023/08/Currency-and-Exchange-Rate-fields-in-a-Dynamics-365-CRM.png?resize=240%2C240&ssl=1)
Currency and Exchange Rate fields in a Dynamics 365 CRM entity | [Quick Tip]
Here’s why Currency and Exchange Rate fields are not always in all the entities in Dynamics 365 CRM. Continue Reading priyeshwagh777’s Article on their blog Currency and Exchange Rate fields in a Dynamics 365 CRM entity | [Quick Tip] Here’s why Currency and Exchange Rate fields are not always in all the entities in Dynamics 365 CRM. Blog Syndicated with priyeshwagh777’s...
Enable Modern Controls for Canvas Apps in Power Platform
Here’s how you can enable Modern Controls for your Canvas Apps in the Studio Editor. Continue Reading priyeshwagh777’s Article on their blog Enable Modern Controls for Canvas Apps in Power Platform Here’s how you can enable Modern Controls for your Canvas Apps in the Studio Editor. Blog Syndicated with priyeshwagh777’s...
Configuring Power Apps Assets for Internal Documentation and help for Makers | Power Platform
Here’s how you can set Power Apps assets to be used internally and also enable yourself or a team member as Power Apps Advisor! Continue Reading priyeshwagh777’s Article on their blog Configuring Power Apps Assets for Internal Documentation and help for Makers | Power Platform Here’s how you can set Power Apps assets to be used internally and also enable yourself or a team member as Power Apps Advisor! Blog...
Enable yourself as a Power Apps Advisor
Here’s how you can set yourself as available once you are eligible to be a Power Apps Advisor. Continue Reading priyeshwagh777’s Article on their blog Enable yourself as a Power Apps Advisor Here’s how you can set yourself as available once you are eligible to be a Power Apps Advisor. Blog Syndicated with priyeshwagh777’s...
Create Dataverse Virtual Table from SQL in Azure | Power Platform
Here’s how you can connect to external SQL table to create a Virtual table in Dataverse. Continue Reading priyeshwagh777’s Article on their blog Create Dataverse Virtual Table from SQL in Azure | Power Platform Now, you can create a Dataverse virtual table by referencing a SQL Table. This is an easy way to bring in schema from your SQL Table in use and make it into a Dataverse Table. Let’s see how. Blog Syndicated...
Create Dataverse Virtual Table from SharePoint List | Power Platform
Here’s how you can connect to an external data source which is SharePoint in this case from Power Apps Maker portal! Continue Reading priyeshwagh777’s Article on their blog Create Dataverse Virtual Table from SharePoint List | Power Platform Now, you can create a Dataverse virtual table by referencing a SharePoint List. This is an easy way to bring in schema from your SharePoint List in use and make it into a Dataverse...
Environment Assignment settings in Power Platform Admin Center
Here’s how you can restrict Environment creation to certain Admins and not available for Everyone based on the Type of environment being created. Continue Reading priyeshwagh777’s Article on their blog Environment Assignment settings in Power Platform Admin Center Environment Assignments and who should be able to create what types of Dynamics 365 CRM / CE / Dataverse environments can now be easily controlled. You can...
Exchange Online Mailbox License Error | Exception Missing Exchange License
Here’s how you can reinstate an Exchange Online service if you see exception on your Mailbox by procuring an Exchange Online enabled license. Continue Reading priyeshwagh777’s Article on their blog Exchange Online Mailbox License Error | Exception Missing Exchange License In case you are setting up your M365 and setting up Exchange Online in the process, your Email URL is: https://outlook.office365.com/mail/ But, you see...
![See which form is displayed in Dynamics 365 CRM | [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2023/04/See-which-form-is-displayed-in-Dynamics-365-CRM.png?resize=240%2C240&ssl=1)
See which form is displayed in Dynamics 365 CRM | [Quick Tip]
Here’s how you can see the correct name of the form even if the page shows you a name. Continue Reading priyeshwagh777’s Article on their blog See which form is displayed in Dynamics 365 CRM | [Quick Tip] At times, it is not clear which form is displayed when looking at a record. It may seem like Account form is displayed based on what the label says but things could be different. And you assume it is this form that is...
PSA to PO Upgrade Errors | Resolve by reviewing Upgrade Logs
Here’s how you can identify why Project Operations upgrade failed. Continue Reading priyeshwagh777’s Article on their blog PSA to PO Upgrade Errors | Resolve by reviewing Upgrade Logs Since you and your Org are preparing to upgrade from PSA v3 to Project Operations given that you are covered in terms of what licensing you need, the first step is to try upgrading your environments to PO. This upgrade operations needs to...