Connection references : Power Automate
Microsoft announced eagerly awaited feature yesterday i.e “Connection references” . Let us understand what it is. Problem Statement: Adding Multiples Power Automate/Flows in a solution package and importing them into higher environment is a great feature. It solved the problem to deploy each power automate individually to higher environments. However, there is still an issue … Continue reading… Continue Reading...
Making Canvas App responsive- Part 2
The first step towards making canvas app responsive is to change the settings of the app. The previous article explained how we can do that. Once that is done, we have to make changes to screens and controls on them so that they respond to different screen dimensions. Making screens responsive: Let’s start with screens … Continue reading “Making Canvas App responsive- Part 2” The post Making… Continue...
Making Canvas Apps responsive – Part 1
With the growing demand of Power Platform, user’s requirements are also becoming more interesting and challenging. Responsiveness is something that has been available to users on apps built on other technologies. This post is on the same – making canvas apps responsive. Unlike other technology apps where we have separate CSS and HTML files to … Continue reading “Making Canvas Apps responsive… Continue Reading...
Work on multiple sessions at a time using Customer Service Workspace
Customer Service workspace is a model driven app module which increases agent productivity for core customer service with the ability to work on multiple sessions at a time in a single workspace experience. Managing cases and activities in the Customer Service workspace app module works the same way as Customer Service Hub and Omnichannel for … Continue reading “Work on multiple sessions at a… Continue Reading...
Monitoring Model Driven App
Until now , there is no easy way to monitor model driven app flow,network events and performance other than using fiddler or browser developer tools. For Canvas Apps , we have Monitor tool to debug or identify performance issues. Fortunately, Microsoft has recently announced that Monitor now supports model-driven apps. It provides a way to … Continue reading “Monitoring Model Driven App” The… Continue Reading...
What is Delegation in Canvas Apps?
In order to minimize the data movement over the network, Power Apps uses the concept of delegation in canvas apps to delegate the job of data processing to data source rather than bringing the data to the app and processing locally. If your data source has less than 500 records, you can use any data … Continue reading “What is Delegation in Canvas Apps?” The post What is Delegation in Canvas… Continue Reading...
Column comparison using FetchXml/Web API is now possible in Common Data Service
Recently , Microsoft added column comparison feature to common data service. It allows us to compare two different columns from the same entity using FetchXml , Web API and SDK API in . Using FetchXml: At the time of writing this blog, this feature is not available yet in advanced find. So tried using “FetchXml … Continue reading “Column comparison using FetchXml/Web API is now possible in… Continue Reading...
Control who can create environments in the Power Platform admin center
Before going to who can create environment part , let’s understand what is an environment ? An environment is a space to store, manage, and share your organization’s business data, apps, and flows. It also serves as a container to separate apps that may have different roles, security requirements, or target audiences. Power Apps automatically … Continue reading “Control who can create… Continue Reading...
2020 release wave 2 timeline and release notes for Dynamics 365 and Power Platform
Recently , Microsoft announced the key dates for the second release wave of updates planned for 2020 Starting October 2020. Customers and partners can reference these dates to plan and prepare for the upcoming release wave with confidence. Key Dates : July 8, 2020: Release plans available https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/… Continue Reading Nagaraja Emmadisetty’s Article on their blog 2020...
Creating Power Apps Visual for Power BI
If you see the visualization tab in Power BI service/app, there is a visual called Power Apps for Power BI. Ever wondered why and how that can be used? Power Apps for Power BI visual can be used to pass context aware data to canvas app. It gets updated real time as we make changes … Continue reading “Creating Power Apps Visual for Power BI” The post Creating Power Apps Visual for Power BI… Continue Reading...
Embedding Power BI as a first-class component in portal designer
Embedding a Power BI report or a dashboard tile in a web page in our Power App Portal is a supported feature. PowerApps Portal has a liquid tag called powerbi, with this simple tag we can embed reports and dashboards in a single line of liquid any where on the portal. For example: {% powerbi authentication_type:”powerbiembedded” … Continue reading “Embedding Power BI as a first-class… Continue Reading...
Integrating Power BI Reports on Power Apps Screen
This post will explain how to bring the whole Power Bi report which is not in a Power BI dashboard on to a Power Apps’ screen. And also to enable all the Power BI Interactions on the screen itself without having to make the users go to Power BI app or service. Start by adding … Continue reading “Integrating Power BI Reports on Power Apps Screen” The post Integrating Power BI Reports on Power… Continue...
Calculating working days in Power Automate/Flow
Requirement : When the sales representative moves the quote to “At Customer” stage (means a quote is sent to a customer) , a phone call should be created automatically with due date as below. The activity should set the Due date to three days ahead. For example, If a quote is sent on a Monday the due … Continue reading “Calculating working days in Power Automate/Flow” The post Calculating…...
Resource not found for the segment issue in Power Automate/Microsoft Flow
Recently , I have come across this issue with Power Automate while I am trying to create a record using “Create a new record ” action with Common Data Service(Current environment) connector based on some trigger. I am not doing any complex stuff, just creating a quote line record and referencing a quote record. Referencing … Continue reading “Resource not found for the segment issue in Power… Continue...
Implementing Try,Catch and Finally in Power Automate
No matter how great we are in programming , sometimes our code has errors. They may occur because of our mistakes, an unexpected user input, an erroneous server response, and for a thousand other reasons. So handling these exceptions is very important . Anyone who has even a little experience with programming knows the “try … Continue reading “Implementing Try,Catch and Finally in Power… Continue Reading Nagaraja...
Multi-Filter with multiple values in Canvas App
Did your work ever require you to create a multi-level filter that lets you choose multiple values in each one? Something like this and you had to settle with single filter or multi filter with single value selected? Then, here is the solution for you. Below is the step by step process for multi- level … Continue reading “Multi-Filter with multiple values in Canvas App” The post Multi-Filter… Continue Reading...
Power Apps mobile app that runs both canvas and model driven app
As we all know , we have power apps mobile app (iOS/android) to run canvas app . However, it was not possible to use this app to run model driven app. Today, To run model driven app, We need to use Dynamics 365 for phones and tablets app . So if we have requirement to … Continue reading “Power Apps mobile app that runs both canvas and model driven app” The post Power Apps mobile app that runs… Continue Reading...
Tip : Using Trigger Conditions in Power Automate
I have come across a requirement to trigger flow when a record is updated and one of the fields contains data. We can achieve this using condition action . But there is a better way to do it using Trigger Condition setting in Power Automate and functions provided by the Workflow Definition Language. Here are the steps. … Continue reading “Tip : Using Trigger Conditions in Power… Continue Reading Nagaraja...
Issue with custom ribbon buttons ? Here is the command checker tool by Microsoft
If you are experiencing an issue in a Dynamics 365 or Power Apps model-driven application with a ribbon command bar button, Here is the way to find and solve the problem easily. Microsoft use an in-app tool called the Command Checker to inspect the ribbon component definitions to help us determine what might be causing problems. Now this … Continue reading “Issue with custom ribbon buttons… Continue Reading Nagaraja...
Tip : Finding the inactive users in Dynamics 365 CE – Part 2
In my previous post , we used User Audit Viewer plugin in XrmToolBox to get the list of users who are not active in Dynamics 365 CE for past 3 months. It means that these people never logged in to the application in the past 3 months. But this list doesn’t include users who never accessed CRM. … Continue reading “Tip : Finding the inactive users in Dynamics 365 CE – Part… Continue Reading...
Tip : Finding the inactive users in Dynamics 365 CE
Recently , I have come across a requirement to get the list of users who are not active in Dynamics 365 CE for past 3 months. It means that these people never logged in to the application in the past 3 months. There is no OOB solution for this. But we have a plugin in … Continue reading “Tip : Finding the inactive users in Dynamics 365 CE” Continue Reading Nagaraja Emmadisetty’s Article on their blog Tip :...
Batch Operation in Power Automate
If we want to perform multiple actions Common Data Service at once , like creating/ updating 100 different records, Flow will make many different calls to CDS. Although it works fine, but it takes lot of time and keeping limitations on number of requests , this might not be a good approach. But, no worries … Continue reading “Batch Operation in Power Automate” Continue Reading Nagaraja Emmadisetty’s Article on...
Issue with npm install command : PowerApps Component Framework
Recently , I have come across an issue while building a custom control. I had experience of developing custom controls before. But , I never faced this issue before. Issue : The component project would require lots of external files to build successfully. To install project dependencies, we need to run command ‘npm install’ in … Continue reading “Issue with npm install command : PowerApps… Continue...
Kanban view for Opportunities : D365 2020 release wave 1
As part of Dynamics 365 2020 wave 1 release, We can have a Kanban view on opportunities. We have early access to this feature from Feb 3rd and it will be part of general availability in Apr 2020. Feature details : To enable this feature, Add Kanban control for opportunity entity and publish. Note : … Continue reading “Kanban view for Opportunities : D365 2020 release wave 1” Continue Reading Nagaraja...
Dynamics 365: 2020 release wave 1 plan is available now for Early access
Microsoft announced its new release plan for 2020 wave 1 in Jan 2020 last week . A glut of new features and major improvements are part of this release. Some of them has already arrived as part of early access. Many are set for GA in April 2020. As per Microsoft docs, here are the … Continue reading “Dynamics 365: 2020 release wave 1 plan is available now for Early access” Continue Reading Nagaraja...
Tip : Populating related entity data without writing Script / Workflow
There are multiple ways to populate/show data related to lookup value record on a form. We can write JavaScript/workflow/Plugin/Power Automate/Relationship mappings. If we want to populate data as soon as we select lookup value, client side code is the best option. But this script wont work if the event happens on server side. So if … Continue reading “Tip : Populating related entity data… Continue Reading Nagaraja...
Showing custom error message on Portal : Power Apps Portals
Have you ever seen the below error screen on portal ? This page will be shown If any server-side exception occurs in your portal. It a detailed error page that helps developers to get the full stack of errors and also know as Yellow Screen of Death (YSOD) . Developers/Administrators can use it for debugging … Continue reading “Showing custom error message on Portal : Power Apps Portals” Continue Reading Nagaraja...
CDS ‘List Record’ action limitations : Power Automate
We use ‘List Record’ action on an entity to retrieve multiple records . By default, This action retrieves maximum of 512 records. The flow would run successfully even if we have more records, but, it will return only the first 512 and skip other records. We came across this scenario and we didn’t realize that … Continue reading “CDS ‘List Record’ action limitations : Power… Continue...
Microsoft Forms Pro: Licencing
Microsoft Forms Pro license is based on the number of survey responses received per month. The capacity is measured at the level of the tenant. For a tenant licensed for Dynamics 365 Enterprise, 2000 responses are free and the customer can choose to purchase additional responses in bundles of $ 100 per 2000 responses. For a … Continue reading “Microsoft Forms Pro: Licencing” Continue Reading Nagaraja...
Using Service Principal in Power Automate/Flow
Any CDS trigger or action requires a connection to CDS environment. While adding connection, we can choose to sign in with individual user account or Service Principal. If we choose to sign in with individual user , CDS action runs in that user context and in auditing it shows as the user performed that action. … Continue reading “Using Service Principal in Power Automate/Flow” Continue Reading Nagaraja...
Terminate Control : Power Automate/Flow
Have you ever thought of terminating power automate/flow if condition is not met ? Recently I have come across this scenario and I used ‘Terminate’ control to achieve this. Terminate control gives you option to set the status (Failed , Succeeded , Cancelled , Custom Value ) . If you select Failed , it gives … Continue reading “Terminate Control : Power Automate/Flow” Continue Reading Nagaraja...
Power BI Embedder : XrmToolBox
For developers, it is easy to embed a Power BI report into a form in a model driven app by tweaking form Xml. Power BI is a self analytics tool so that end users/ business users can easily build report and dashboards. What if we have a tool for business users which helps to embed … Continue reading “Power BI Embedder : XrmToolBox” Continue Reading Nagaraja Emmadisetty’s Article on their blog Power BI Embedder :...
Disable Open Registration : Power Apps Portal
Portal visitors can authenticate to Power Apps Portal by using local user credentials or external identity provider accounts. Visitors who are sent an invitation code (by the portal administrator) have the option to redeem the code in the process of signing up for a new user account. A new visitor can register for a new … Continue reading “Disable Open Registration : Power Apps Portal” Continue Reading Nagaraja...
Tip: Sharing Power Automate with Groups
Flow enables you to share flows with your colleagues either by adding them as co-owners or run-only users (for manual flows only). As co-owners, they have full edit permissions for the flow. As run-only users of manual flows, they can only run the flow. Not only individual users, we can add office 365 groups also … Continue reading “Tip: Sharing Power Automate with Groups” Continue Reading Nagaraja...
Degree of Parallelism in Power Automate
What is Degree of Parallelism ? The number of loop iterations that can run at the same time, or in parallel. Degree of Parallelism in Power Automate? Lets take a scenario of updating child records on update of parent record. One of the most used controls is ‘Apply Each’ which is used to process a … Continue reading “Degree of Parallelism in Power Automate” Continue Reading Nagaraja Emmadisetty’s Article on...
When a record is created, updated or deleted trigger for CDS: Power Automate
Earlier we were able to trigger Power Automate (Flow) on only one CDS trigger . i.e create, update or delete. Now, we have option to configure multiple triggers. If you are not able to view the trigger , you might be using the wrong connector. There are 2 connectors available for CDS in Power Automate … Continue reading “When a record is created, updated or deleted trigger for CDS: Power… Continue Reading Nagaraja...
Remember grid state feature: Unified Interface grid
I remember filtering records in the view, navigate to the record , and return to the grid , and the filter is gone. It was very frustrating to filter the grid again and again. Now ,this is improved. As part of 2019 release wave 2, several updates have been made to Unified Interface grid . … Continue reading “Remember grid state feature: Unified Interface grid” Continue Reading Nagaraja Emmadisetty’s Article on...
Geocoding Account addresses
What is Geocoding? It means providing geographical coordinates(longitude and latitude) corresponding to a location. Why we need to Geocode Account addresses ? it’s important to geocode each service account record with latitude and longitude values so that when you generate work orders for that service location, the work order inherits the coordinates and the system … Continue reading… Continue Reading Nagaraja...
Using View Layout Replicator : XrmToolBox
XrmToolBox can be used to simplify many activities. Most of Dynamics 365 CE developers might have used XrmToolBox atleast once. Recently We had a requirement to change CRM views layout . We have 10 views that look like same but with different filter criteria. Obviously, I am not going to change layout for each and … Continue reading “Using View Layout Replicator : XrmToolBox” Continue Reading Nagaraja...
Power Automate vs Azure Logic Apps
Have you ever wondered when to use what between Azure Logic Apps and Power Automate/Flow ? This article is not intended to provide in depth answer. But I would like to mention a few basic points that can help in our decision making. Flow is SaaS. Logic App is PaaS. Both are cloud based services … Continue reading “Power Automate vs Azure Logic Apps” Continue Reading Nagaraja Emmadisetty’s Article on their blog...
Power Automate : Change sets feature
To understand this feature better, Lets take an example of Banking transactions. I am from India . Currently working in Netherlands. I usually transfer money from my NL account to IND account almost every month. Deduction from my NL account and Credit into my IND account are part of a single transaction. What does it … Continue reading “Power Automate : Change sets feature” Continue Reading Nagaraja...
Embedding Charts in PowerApps/D365 Partner Portals
Introduction: This post explains how to embed charts in PowerApps/D365 Portals. Step 1: Get GUIDs of chart and view used in the chart Step 2: Navigate to ‘Web Templates’ and search for dashboard. By default, there would be a web template named ‘Partner Dashboard’ if we install Partner Portal. If we don’t have by default, … Continue reading “Embedding Charts in PowerApps/D365 Partner…...
Update Business Process Flow stages using Power Automate/Microsoft Flow
Recently, I have come across a requirement to update business process stage automatically on update of status field. The status field is updated by external users via PowerApps Portal. We can achieve this many ways . Writing custom code can be an option . But I thought of using Power Automate. ( Microsoft Flow is … Continue reading “Update Business Process Flow stages using Power… Continue Reading Nagaraja...
Changing Website Icon/favicon for a Portal
As part of re branding, we may need to change the website icon/ favicon (in web technology terms) according to our needs. Here are steps . Step 1: Login to the portal with admin credentials. Step 2: Navigate to Home Page. And click on children , find favicon.ico . Click on edit button and attach … Continue reading “Changing Website Icon/favicon for a Portal” Continue Reading Nagaraja Emmadisetty’s Article on...
Announcing RPA, enhanced security, no-code virtual agents, and more for Microsoft Power Platform
Microsoft Ignite 2019, Microsoft is announcing more major updates to the Microsoft Power Platform that unlock new possibilities, including: Microsoft Flow is being renamed to Microsoft Power Automate, to better align with the Microsoft Power Platform. Robotic process automation (RPA) has been added to Microsoft Power Automate, delivering an end-to-end automation solution that spans AI, …