Adaptive Cards for Outlook Actionable Messages using Power Automate | Power Platform
Let’s take a look at how you can design Adaptive Cards for Outlook and get response from Outlook users to process using Power Automate. Scenario Let’s say I wanted to send an Adaptive Card to an Outlook user on their Email and ask some comment, example – A descriptive feedback and read their response back and send them a confirmation Adaptive Card. In this post, I’ll simply read the… Continue Reading...
Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox
In this point in time where all developers are busy upgrading their Dynamics 365 JavaScript libraries to use the latest supported code. Here’s an extremely handy tool by Michel Gueli (https://twitter.com/MichelGueli) called as ‘XrmToolBox.Dynamics365V9JavascriptValidator’ Dynamics 365 v9 JavaScript Validator in XrmToolBox If you use XrmToolBox already, make sure you look for the below… Continue Reading...
Make On-Demand Flow to show up in Dynamics 365 | Power Automate
Here’s a Flow trigger that you can make to appear on-demand in Dynamics 365 views. What makes a Flow appear on a certain entity? Like this – Common Data Service connector (Not Current Environment version) If you’re familiar by now with Common Data Service Connectors, there are 2 of them. 1. Common Data Service, 2. Common Data Service (Current Environment). Here, you’ll have to use… Continue Reading...
Track and Set Regarding are disabled for Appointments in Dynamics 365 App For Outlook message | Demystified
If you are new to tracking, you probably also want to track the Appointments to Dynamics as well. Whether this is enabled for you or not is an optional setting and you end up seeing this error message – Enable Tracking for Appointments, Tasks & Contacts One of the first places to go and check for Admins when someone reports such an issue is to check if the Appointments, Contacts or… Continue Reading...
Run As context in CDS (Current Environment) Flow Trigger | Power Automate
In a CDS (Current Environment), you have to option to Run the Flow under a context of a certain user. And there are a few options from which you can select from – Process Owner, Record Owner & Triggering User Here’s my Flow in which the trigger is the CDS (Current Environment) connector. Show advanced options and you’ll see that there’s a field call as Run AsWhich has the following 3… Continue Reading...
![Cancelled Bookings Imported in Time Entries in Dynamics 365 PSA issue | [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/10/Cancelled-Bookings-Imported-in-Time-Entries-in-Dynamics-365-PSA.png?resize=240%2C240&ssl=1)
Cancelled Bookings Imported in Time Entries in Dynamics 365 PSA issue | [Quick Tip]
Import Bookings is one of the important features provided by PSA for users to do Time Entries quickly and efficiently! But out of the box, they also Import Cancelled Bookings! Scenario Now, let’s say we have some Bookings for a Resource and they look like this- These are the original Bookings for Priyesh on Tuesday and Thursday respectively i.e. 27th and 29th Oct 2020.Now,… Continue Reading priyeshwagh777’s Article...
Remove ‘This Email has been blocked due to potentially harmful content.’ message in Dynamics 365 Emails | OrgDbSettings utility
It’s annoying to see this message on every email you Track in Dynamics 365 and just how it takes all the critical space on your timeline instead of showing you the actual email message.Let’s look at how we can disable it using OrgDbSettings tool. Note: I wouldn’t recommended to do these changes since we are looking to by-pass security flags dictated by Microsoft for your Org. However, if… Continue Reading...
Task Completion reminder using Flow Bot in Microsoft Teams | Power Automate
We can be a little creative and put Flow Bot to use in Power Automate’s Microsoft Teams connector! Let’s look at a use case where you can use it to make sure Task Reminders can be handled in a friendly way. An Open Task Let’s look at a typical Task in Dynamics – Let’s say there’s a Task set to Joe to have a meeting with Adam which looks like this in Dynamics.In this example, I’ll ask…...
Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
Here’s a tip you’ll probably need. You can quickly turn Teams On/Off at the Org level. Typically, if the Teams is not enabled at the Org Level, you’ll see this error messageif you click on the Enable Teams button, it’ll take you to this Microsoft Docs page – https://docs.microsoft.com/en-us/MicrosoftTeams/office-365-set-up?WT.mc_id=DX-MVP-5003911 Turn Teams On or Off at Org Level To… Continue...
There are missing dependencies. Install the following solutions before installing this one: “Active” | Connection References missing in Power Platform Solution
While importing and Unmanaged Solution into another environment, you must’ve come across these error messages like “There are missing dependencies. Install the following solutions before installing this one: “Active”“ Now, there are various factors as to why this error is seen. I’ll try to cover one of them. Missing Connection References! Let’s take a look. So, out of other reasons, one…...
![Clear a field value & Reset Form in a Canvas Power App [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/10/Clear-a-field-value-amp-Reset-Form-in-a-Canvas.png?resize=240%2C240&ssl=1)
Clear a field value & Reset Form in a Canvas Power App [Quick Tip]
One of the most useful features to provide in a Form Control in a Canvas Power App is the ability to “Clear/Reset a Form” and “Clear a Field value”. Let’s look at how Power Apps’ existing feature can help you achieve this. Clear Field Let’s say Description field is a lengthy field and often times, you want to clear the entire field instead of just backspacing the entire… Continue Reading...
Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
You already know the GUID of a view, nothing surprising. But, you want to get what current view is active. Because at times, you want to compare and return values to a CustomRule based on what view is being set currently! Let’s take a look! Passing Parameter to JS function in Ribbon Workbench Let’s assume the below scenario – You have a Ribbon button on the Account entity. And it… Continue Reading...
Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service
Mostly, Gallery and Forms are used to work with CDS (Common Data Service) Entities data are in Dynamics 365 like Accounts, Contacts, Opportunities etc. Some of the common field level metadata info you can retrieve is: MinValue, MaxValue, MaxLength of a field. This is dependent on whether it is supported/provided by Data Source itself, be it CDS or any other Data Source, depends. You can… Continue Reading priyeshwagh777’s...
![Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/10/1601581556_Dynamics-365-App-For-Outlook-missing-on-SiteMap-in-CRM.png?resize=240%2C240&ssl=1)
Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
If you are using an older Dynamics 365 online/on-premise, you might likely be missing seeing the Dynamics 365 App For Outlook because it wasn’t originally added to SiteMap and you might not have added. Use Shortcut provided by Microsoft Support Let’s say your Organization URL is https://<org>.crm.dynamics.com/Then, append the below link to the Organization URL to make it look like… Continue Reading...
![Calendar View for Work Order Bookings in Field Service | Wave 2 2020 Update [Early opt-in]](https://i1.wp.com/365community.online/wp-content/uploads/2020/09/Calendar-View-for-Work-Order-Bookings-in-Field-Service.png?resize=240%2C240&ssl=1)
Calendar View for Work Order Bookings in Field Service | Wave 2 2020 Update [Early opt-in]
So here’s a nice improvement to see your Bookable Resource Bookings in a Calendar View as a part of the 2020 Wave 2 Update for Field Service! Disclaimer: his is a preview feature and is planned, it’s no guarantee that this feature will make it to the final release of Wave 2 Updates. Pre Requisites Make sure Wave 2 2020 Updates are available to your either via Early Opt-in or having… Continue Reading...
Debug Published Canvas Power App with other users using Monitor | Power Platform
At times, users report that they can’t seem to know what’s wrong with their published App and the behavior is said to be unexpected. At times, no direct error is thrown to them but they don’t seem to understand what’s wrong. Here’s what we can look at and invite them to join a Remote debugging session. Open Monitor In your Canvas Power App, you can find Monitor (which is in Preview as… Continue...
Pass Execution Context to JS Script function as a parameter from a Ribbon button in Dynamics 365 | Ribbon Workbench
One of the most common searches around customizing ribbon buttons is to send the Execution Context / Form Context as a parameter to the JavaScript function your Ribbon button is set to call. Pass Form Context to the JS in Ribbon Let’s see how you can pass form context as a parameter to the JS method on from your Ribbon button Let’s say you have a ribbon on the Opportunity that does… Continue Reading...
Download a File from a Canvas Power App using a button | Power Platform
Let’s say you give a simple button to download a standard PDF file to the user. It could be a pre-defined file which already exists somewhere and your App readily has the URL to the file. You only need to provision a button to the user to download and they can simply click it and download the file to the device. Let’s see how! Scenario Let’s say salespeople in your organization have… Continue Reading...
AddColumn() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
At times, you want to do a quick calculation but the Data Source doesn’t have that column present. Example, you’re populating some data from a SharePoint List which is a Scoreboard. But it doesn’t tell the difference between the current Score and Top Score. So, to find how many points does the Score trails by the Top Score. To do that, we’ll dynamically add a Column to our Data Table in a… Continue...
AddColumns() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
At times, you want to do a quick calculation but the Data Source doesn’t have that column present. Example, you’re populating some data from a SharePoint List which is a Scoreboard. But it doesn’t tell the difference between the current Score and Top Score. So, to find how many points does the Score trails by the Top Score. To do that, we’ll dynamically add a Column to our Data Table in a… Continue...
Implement real-time search in Gallery of CDS records in a Canvas Power App | Power Platform
One of the most common asks is to be able to search CDS records in a Gallery control in real-time using a Text-box. Search Box & Gallery connected to CDS Let’s design a simple gallery that is populated with CDS records from Account entity. Take a Text Input control (Textbox) and make it look like a Search Box. In order to have the Search watermark, write the text to appear as… Continue Reading priyeshwagh777’s...
Using triggerBody() / triggerOutput() to read CDS trigger metadata attributes in a Flow | Power Automate
Now, for all the newbies working with Common Data Service (Current Environment) connector face a little constraint in order to read certain fields which are NOT in the list of the Dynamic Content of the CDS connector itself. Scenario Let’s say you want to read this field from the Body / Outputs of the CDS trigger in a Flow in Power Automate Attributes (or rather supporting metadata)… Continue Reading priyeshwagh777’s...
![Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2020/09/1599331403_Convert-environments-between-Production-and-Sandbox-Power-Platform-Admin.png?resize=240%2C240&ssl=1)
Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]
In most scenarios, you might need to either – Convert from Production to Sandbox orConvert from Sandbox to Production Converting from Production to Sandbox Navigate to Power Platform Admin Center’s environments section – https://admin.powerplatform.microsoft.com/environmentsSelect the environment you want to convert (you can even navigate inside this environment)You’ll be asked for… Continue Reading...
Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
Here’s how you can register your Canvas Power App in your Azure’s Application Insights and log telemetry data into Azure. Some basic info about what all you can see in Application Insights is – Count of Users who used the appEvents logged, Sessions loggedDevice infoRegion info It’s quite simple to set it up! Let’s take a look – < h2>Registering in Application Insights in… Continue Reading...
![Find Created On date of solution components in Solution Layers | Dynamics 365 [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2020/08/Find-Created-On-date-of-solution-components-in-Solution-Layers.png?resize=240%2C240&ssl=1)
Find Created On date of solution components in Solution Layers | Dynamics 365 [Quick Tip]
If you’ve been using classic CRM since 2011 days until Solutions History came out (around 2018 timeline), we always wondered when was a certain field, view, form (component in general) was created. It’s possible to see using Solution Layers Example: When was a field created Let’s say you want to find out when a field was created. Select the field, check for Solution Layer as shown… Continue Reading...
Call HTTP Request from a Canvas Power App using Flow and get back Response | Power Automate
Now, there are several questions about how can we make HTTP requests from a Canvas Power App. Well, as of today, only HTTP with Azure AD exists in native Canvas Power App Connectors, so in order to call HTTP requests only to external resources, you’ll need to go via a Flow and get response back. Scenario Call a Flow from within a Canvas Power App and capture the response back in the… Continue Reading priyeshwagh777’s...
![Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2020/08/1597859113_Change-Booking-Status-colors-on-Schedule-Board-for-Field-ServicePSA.png?resize=240%2C240&ssl=1)
Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]
Here’s a Quick Tip for everyone using Field Service and Project Service Automation. In case you are wondering how can you change the colors of the Booking Statuses on the Schedule Board for Field Service and PSA, here’s what you need to do. Default Colors This what your default Schedule Board looks like out-of-the-box. Booking Statuses Booking Status is an entity within which you… Continue Reading...
Send a Power App Push Notification using Flow to open a record in Canvas App | Power Automate
Let’s say most of your users are using custom Canvas Power Apps to follow their business tasks and rely on Canvas Apps for their actions inside Dynamics 365. There could be scenarios where you want to notify them conditionally of important items that need their attention. Scenario Let’s say you have a few users whom you want to tell them that an Opportunity was Won. It could be a team… Continue Reading...
![Add multiple Opportunity Products at once in Dynamics 365 Sales | Enhanced Experience [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2020/08/1597180850_Add-multiple-Opportunity-Products-at-once-in-Dynamics-365-Sales.png?resize=240%2C240&ssl=1)
Add multiple Opportunity Products at once in Dynamics 365 Sales | Enhanced Experience [Preview]
Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!“ Here’s how you can do this – Classic Experience In current/classic experience, if you open Opportunity Lines and go on to add a Product as below – It’ll either open in a New form.This isn’t intuitive. You definitely…...
Recover deleted D365 PowerApp environment using PowerShell
To get the most important things out of the way, this can be done only within the first 7 Days. Deleted Environment At times, you want to delete an environment you don’t need. But you feel you do need it back. Deleting an environment from the Power Platform Admin Center will Soft Delete it and you can get it back within the first 7 days only. Here’s some info by Microsoft on that: Continue Reading priyeshwagh777’s...
Launch URL on a Data Table Text column selection in a Canvas PowerApp | SharePoint Lists
Let’s say you are using SharePoint Lists to populate your Data Table in a Canvas Power App. And you have a Text column which could be typically name of the Website and another column could be a URL. Now, you want to be able to click the Name of the Website and the selection should take you to the Website itself. Scenario Now, below is the Blog List in SharePoint you are populating… Continue Reading priyeshwagh777’s...
Accept HTTP Requests in a Flow and send Response back | Power Automate
Let’s say you want to create a consumable HTTP service, do some operation and send back Response. Here’s what you can do. You can create an HTTP Request Trigger to receive the HTTP request, process the request and send back a Response. Accept HTTP Request in Flow Let’s create a listener first, so that we can get the URL to be used and ask users to submit on that URL. In your… Continue Reading...
Terminate a Flow with Failed/Cancelled status | Power Automate
Usually, things don’t fall into a certain condition and we tend to leave the Flow like that. Use Terminate control in a Flow in Power Automate to correctly end a Flow Run by declaring that it wasn’t successful. Scenario At times, when we use Condition i.e. If True or False, we put everything in True and nothing in False, just keeping it blank. And when the condition turns out that… Continue Reading...
Adaptive Cards for Teams to collect data from users using Power Automate | SharePoint Lists
Adaptive Cards is something so cool and works like magic!! I’m sure there are so many creative ways to use it. Here’s an example – Use Adaptive Cards to gather data from Microsoft Teams Users and populate it automatically to SharePoint List. Scenario Let’s say, you have a set of data to collect from your employees – for instance, planning a trip (or any other event for that matter)… Continue Reading...
Aggregate functions in a Canvas Power App | Using on SharePoint Lists
Aggregate functions have one of the most common applications while building your Canvas Power App. In this simple example, we’ll try to make common Aggregate Functions like Max, Min, Sum & Average work. There are 2 more advanced Aggregate Functions, StdevP for Standard Deviation and VarP for Variance. (It might not make full sense in this post, but I added them anyway to see how we can… Continue Reading...
![Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]](https://i1.wp.com/365community.online/wp-content/uploads/2020/07/1594227016_548_Import-lookup-referencing-records-together-in-Dynamics-365-CRM.png?resize=240%2C240&ssl=1)
Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
This is one of the most common scenarios where you want to import an entity’s data in Dynamics 365 that has reference to some other entity. And the Lookup’s data is not yet created resulting in the Lookup reference missing. Just like below – And resulting into the below – And similarly while importing Contacts, the Account might not be already imported. And you get the error ‘The… Continue Reading...
Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
At times, ever wondered what happened to the Mailbox? You ran some tests, you also got results, but the Alerts section is empty or not generating Alerts. Here’s what’s missing and how the behavior is – Turn on Mailbox Alerts In System Settings, you can turn on what type of Mailbox alerts should be shown. Navigate to Email and scroll down. You can then choose what type of info… Continue Reading...
![Count of total CDS records returned in a Canvas Power App connection [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/07/Count-of-total-CDS-records-returned-in-a-Canvas-Power.png?resize=240%2C240&ssl=1)
Count of total CDS records returned in a Canvas Power App connection [Quick Tip]
Like in Dynamics 365, you see a total number of records under a view. And you want similar in a Canvas PowerApp too. Here’s a simple tip to do so – CountRows() method It’s pretty simple. Using CountRows(source) method, you can get the count of records in the Source. In this case, it’s the CDS entity Accounts. To flourish how I display the count, I use the Concatenate() method and… Continue Reading...
Dependent OptionSets in a Canvas Power App for 1:N related CDS entities | Power Platform
Most useful scenarios is to create what we commonly call as “Dependent OptionSets” in Dynamics 365 context. Scenario Here, Country and State are 2 entities in CDS. Each Country has N states i.e. Country is a parent entity of State entity. We’ll create 2 Drop-downs in a Canvas Power App i.e. 2 OptionSets namely Country and State that selection of Country will affect what should be… Continue Reading...
![ChildFlowUnsupportedForInvokerConnections error while using Child Flows [SOLVED] | Power Automate](https://i0.wp.com/365community.online/wp-content/uploads/2020/06/1593367243_ChildFlowUnsupportedForInvokerConnections-error-while-using-Child-Flows-SOLVED-Power-Automate.png?resize=240%2C240&ssl=1)
ChildFlowUnsupportedForInvokerConnections error while using Child Flows [SOLVED] | Power Automate
Often times, if you are using Child Flows and but you see some unexpected while Saving your parent Flows upon adding a Child Flow, which usually look like the below Assuming, you are aware of using Child Flows and that they can only be created inside a Solution. (Of course, that’s why you could encounter this issue since you’re able to set a Child Flow already ) Reason Issue Let’s say… Continue Reading...
Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template. Here’s what you can do as a workaround. Scenario Now, let’s assume you want to Export a standard… Continue Reading...
BPF Flow Step as a Trigger in CDS (Current Environment) connector | Power Automate
Here’s an update to the Common Data Service (Current Environment) connector in Power Automate Remember, this is available only in Common Data Service (Current Environment) connector i.e. you’ll need to create you Flow inside a Solution in Power Automate Flow Step Now, you can call your Flow from a Business Process Flow, which existed for some time. But now, it’s available as a trigger… Continue Reading...
Pass selected rows’ GUIDs to ribbon button in D365 | Ribbon Workbench
Whenever your Ribbon button customization involves doing something to selected records, here’s the most common application that you need to take action on the selected record’s GUIDs. Here’s how – CRM Parameter In Ribbon Workbench, let’s say you have a button command which is attached to a button and it calls a method ‘process’ which looks like this (it will be your method in your…...
Pause a Flow using Delay and Delay Until | Power Automate
In some use cases, you want to pause a Flow either by a duration you specify or until the timestamp you specify. Let’s look at both the ways – Delay and Delay Until in Schedule operation Delay In a simple application, you can make a Flow wait for a certain duration by using the Delay Action in Time And I’m selecting a standard 3 min waitAnd it will pause the execution until… Continue Reading...
Generate Dynamics 365 record link in a Flow using CDS connector | Power Automate
There are several ways to formulate a Dynamics 365 record URL and make it clickable in a Flow in Power Automate. Here’s one of the ways I follow for most scenarios – Let’s say I want to open a PSA Time Entry record from my Flow, here’s how I do it Get record action to retrieve URL Since this post is focused on CDS connector, I can get the D365 record link in body of Get record action… Continue Reading...
Text Functions in a Flow | Power Automate
As I was looking at some String/Text operations in Flow recently, here’s what I discovered. Looks like there are a lot more to come, so let’s look at some initial ones. Find text position A pretty simple feature to find the position the Search Text starts from in a String. Here, I’m trying to find where does ‘yes’ in string ‘Priyesh’ starts from in the given text. And the… Continue...
Restore older version of a Canvas Power App | Power Platform
When you users report of an issue and you need some time to look into it but can’t hold the users, you just want to restore to a previous version for the time being. Here’s how you can restore/revert to an older version of the Canvas App you’ve deployed. Current Version Let’s say my current version had a button called Profile under the label Accounts. But in the new version, I had… Continue Reading...
Implement character length validation in a Canvas Power App | Power Platform
Often times, you want to know the size of text entered in a field and want to indicate a user that they need to restrict the text to your specific size, like Twitter. And make sure the user is restricted within the limits. So, I’ve added a button to show that validation – And you want to dynamically check the length as you type to see how much is remainingAnd maybe also add some… Continue Reading...
Logged In User details in a Canvas Power App
You do get some details of the logged in user in a Canvas Power App. Let’s look at what all is available – User() Function User() function provides 3 pieces of information you can retrieve at this point in terms of logged in user. Email Use User().Email to populate a Text field with the Email address of the logged in user. Full Name Use User().FullName to fetch the… Continue Reading priyeshwagh777’s Article on...
Loop through array of objects in a Flow & Create records in CDS | Power Automate
One of the most common scenarios that are looked out for are ways to loop through an array of objects received (say, from HTTP response) and create CDS records Sample Data Let’s say this is the sample data coming in which is an array of objects. This is coming from my HTTP trigger which I created and hosted. It could be anything else in your case And the body looks something like this… Continue Reading...
