Dynamics 365 PCF Icons not showing up – InitializeIcons()
While working on creating a PCF control for status fields in Dynamics 365, where I wanted to show colored icons based on status, observed that icons do not render by default and you have to call initializeIcons() method to render them. I am using React to render control and FontIcon class of office-ui-fabric. React control (StatusIcon.tsx) implementation looks like below where I am trying to… Continue Reading Sachin...
Required Attendees (party list) do not auto populate when activity is created from sub-grid – Dynamics 365
As we all know activities can be created from Notes section or new Timeline control in UCI. Creating activity from Timeline control does auto populate Required Attendees field with parent entity reference. However same does not happen when activity is created from sub-grid added on parent entity form. This is because when sub-grid is configured it only shows relationship with Regarding field… Continue Reading Sachin...
Collect does not collect Lookup value from CDS data source by default – Limitation?
Recently while working on a Power Apps Canvas application, realized that when we create collection from CDS entity as data source, it does not collect Lookup value by default. To work around this issue, we would need to expand Lookup node (same as in Power-BI) either by setting a temporary variable or control. Let’s see it in action. I am collecting data from Question entity data with two… Continue Reading Sachin Bansal’s...
Power Apps – Canvas Apps – Unable to obtain access token for resource ‘https://gov.service.powerapps.us/’. A silent sign-in request was sent but no user is signed in. The cookies used to represent the user’s session were not sent in the request to Azure AD
Power Apps recently introduced sharing capabilities with Guest Users. Upon sharing users were not able to access app because of error “Unable to obtain access token for resource ‘https://gov.service.powerapps.us/’. A silent sign-in request was sent but no user is signed in. The cookies used to represent the user’s session were not sent in the request to Azure AD”. As we were… Continue Reading Sachin...
PowerApps – Overcome Delegation Limitation using CDS Views as filter
As part of June 2019 updates, new feature was introduced where you can select CDS view as a filter on entities. This is helpful and great way to retrieve filtered records as filter is applied on server side instead of retrieving records (2000 at a time) first and then apply filter locally. Refer blog for more details. This new feature is in preview and can be enabled from Advanced Settings as… Continue Reading Sachin...
Dynamics 365 – Quick way to create SQL (staging) table for CRM entity using KingswaySoft and SSIS
Whether you are migrating data from legacy to CRM or integrating with other system, you would be required to create staging tables in SQL DB for data transformation and modeling. One way to create is to download metadata using XrmToolbox and manually create SQL script which is lengthy and time-consuming process. In this blog we will explore a quicker way using… Continue Reading Sachin Bansal’s Article on their...
Dynamics 365 – ExecuteMultiple Request batch size exceeds the maximum batch size allowed
For data migration in Dynamics 365, we use to deactivate all plugins SDK steps and workflows before migration and activate them back once migration is completed. Recently while deactivating plugins steps we faced an issue as shown below: When we downloaded log file and checked, error message was “ExecuteMultiple Request batch size exceeds the maximum batch size allowed”. On further… Continue Reading Sachin Bansal’s Article...
Manage CDS Entity Data – Microsoft PowerApps Office Add-In
Microsoft PowerApps Office Add-In enables user to read, modify and insert data in CDS environment. Add-In is available for download here for free, or you will be prompted to install Add-In for first time when you open entity data in excel from PowerApps portal. Add-In establishes connection to PowerApps OData service. Note: Add-In is compatible with Office 2016 or later versions only. Using… Continue Reading Sachin...
Manage CDS Entity Data – Microsoft PowerApps Office Add-In – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
Microsoft PowerApps Office Add-In enables user to read, modify and insert data in CDS environment. Add-In is available for download here for free, or you will be prompted to install Add-In for first time when you open entity data in excel from PowerApps portal. Add-In establishes connection to PowerApps OData service. Note: Add-In is compatible with Office 2016 or later versions… Continue Reading Sachin Bansal’s Article on...
PowerApps – New Functions Introduced – GUID, Concurrent & Notify – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
Microsoft has released many new features and enhancements for PowerApps since June 2018, part of this blog we will cover three new functions introduced which I believe would be mostly used. GUID Function: In my blog, I mentioned how to generate unique GUID using Azure function which requires us to create an azure function, a custom connector and connection between two. Microsoft has… Continue Reading Sachin Bansal’s...
PowerApps – New Functions Introduced – GUID, Concurrent & Notify
Microsoft has released many new features and enhancements for PowerApps since June 2018, part of this blog we will cover three new functions introduced which I believe would be mostly used. GUID Function: In my blog, I mentioned how to generate unique GUID using Azure function which requires us to create an azure function, a custom connector and connection between two. Microsoft has now… Continue Reading Sachin Bansal’s...
The request channel timed out while waiting for a reply after 00:01:59.9396415. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding.
We have SSIS jobs which retrieve incremental data from Dynamics CRM 365 and run every 2 hours. Recently we observed few jobs were failing with request channel timed out error. We figured out that these jobs were pulling data for entities with very high data volume. One of the entity was annotation since we are capturing loads of notes. We are using script component in SSIS package… Continue Reading Sachin Bansal’s Article...
PowerApps – Secure your Azure Function and Custom Connector with Azure AD – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
In my previous blog, I explained how to create an Azure Function and consume it in PowerApps using custom connector but it was not secured (anonymous) and anyone can access this API using function URL. In this blog we will see how to secure Azure Function API and register PowerApps custom connector in Azure Active Directory. Below steps will be covered as part of this blog: Secure… Continue Reading Sachin Bansal’s Article...
PowerApps – CDS for Apps – Generate Unique GUID using Azure Function – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
There are many scenarios where we need to generate unique GUID whenever user performs certain action. One of the main scenarios is to link child records with parent records when app is in offline mode. In relationship model, child is linked to parent through Lookup which is complex object and combination of ID and Text fields. When app is online and connected, this ID is… Continue Reading Sachin Bansal’s Article on their...
PowerApp – Error while creating Connection to Custom Connector – “The reply url specified in the request does not match the reply urls configured for this application”
I have an azure function which returns unique GUID every time its invoked. My azure function is Azure AD Authenticated which means users under my AD account only will be able to it and no separate authentication token/key is required. To enable Azure AD Authentication, you have to register your Azure Function API as well as PowerApp custom connector in Azure AD under App… Continue Reading Sachin Bansal’s Article on their...
PowerApp CDS – Multi Select Items in Gallery using Checkbox – Bulk Activate and Deactivate records – Use of Patch vs ForAll
In my previous blog, I explained how to filter active and inactive records based on value selected in drop down. In this blog we will see how we can select multiple items in Gallery and activate or deactivate bulk records. We will cover below as part of this blog: Add Checkbox control to Gallery list Create a collection and add selected item in collection when checkbox is… Continue Reading Sachin Bansal’s Article on their...
Centrally Manage Your PowerApp Styling – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
For my last PowerApp project I wanted to create a setup where the styling is centrally managed for the PowerApp. I did not found a method yet online but this blog: Giving Consumers Color and Text Size Configuration Options from Audrie Gordon explained how to load the styling from a collection in the app. This is a great method. And I thought wat if I store my styling information in a… Continue Reading Sachin Bansal’s...
PowerApp – CDS for Apps – Filter Active/Inactive records in Gallery based on drop down selection
In this blog we will see how to filter records on record status based on value selected in drop down. In Dynamics 365 we can configure views with different filter conditions. In PowerApps there is no view concept but based on value selected in drop down list, we can filter records in Gallery list or data table. This behavior can be extended further to replicate view concept in… Continue Reading Sachin Bansal’s Article on...
How to build reusable code snippets in Microsoft PowerApps – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
Based on the current evolutionary state of this great new cross platform Office 365 focused application service, it is very difficult to built reusable code snippets in Microsoft PowerApps so we don’t have to cut and paste code all over the application. While this might not seem like a big deal in smaller applications, but larger and more complex applications quickly become impossible to… Continue Reading Sachin Bansal’s...
PowerApp – CDS for Apps – Remove items from Gallery list – Add Delete Button in Gallery control
Thanks to Audrie Gordon for such a nice video on PowerApp hacks. One of hack was related to how to extend Gallery list control to make it editable. On same lines, in this blog we will see how to add delete button to Gallery list which will remove item from list. Select Gallery control, expand Icons under Insert tab and click on Trash icon to add it to Gallery control Align icon to… Continue Reading Sachin Bansal’s Article...
Common Data Service for Apps – Export/Import CDS Customizations across Environments
Currently there is no easy or standard way to move customization changes across environments from PowerApp web portal. Only way to export and import CDS customizations (Entities, Business rules, Apps) is by exporting CDS solution from Dynamics 365. Before we look into how to achieve this, lets first understand what Environment, Instance and Organization mean when working with CDS for… Continue Reading Sachin Bansal’s...
Microsoft PowerAPPS and Flow restrict third party Apps – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
Flow and Powerapps are two most powerful tools in office 365 arsenal and can automate IT, business processes and can create applications in no time. With that being said Power Users that become fluent in using these can easily move data around and can connect to hundred of third-party application which your security department may not allow. To apply these restrictions you can apply Data… Continue Reading Sachin Bansal’s...
Quick Capture Customer Visits into Dynamics 365 – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
Canvas PowerApps are great for building simple apps that make us more efficient and help remove obstacles to collecting data. In this blog post I am going to showcase a PowerApp that I have built which significantly improves the speed in which a user can record a customer visit as an Appointment in Dynamics 365. The Scenario The scenario I am tackling is one in which Account Managers visit… Continue Reading Sachin Bansal’s...
PowerApps Sort & Filter A Data Table (When SQL Is Your Source) – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
I have rendered a SQL view in PowerApps in the form of a data table. The table itself, is pretty simple – four columns and multiple rows. The business problem I wanted to fix was as follows: I only want to show rows where a count of a field for a given row is equal to zero I want to filter the table using a toggle switch (the filter is on a “type” field that I have created) I want… Continue Reading Sachin Bansal’s Article...
Retrieve Data in PowerApps from Flow – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
Published by Sachin Bansal Microsoft Dynamics Consultant with 7 years of experience in Microsoft .NET technologies. Proficient and well versed with Dynamics 365 configurations, customization and extensions as my primary skills. Well experienced in .net tools and technologies including ASP.NET, ADO.NET, WCF, C#, SQL Server. Have extensive experience with data… Continue Reading Sachin Bansal’s Article on their...
Improving entity forms using embedded PowerApps – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
I have been looking into scenarios with PowerApps and Flow that can benefit Dynamics 365 Customer Engagement user experience. One of the scenarios that can add value right away is on the entity forms. PowerApps can be embedded as an IFrame on the normal entity forms, and can be used similar to Dialogs to offload some processing to PowerApps and Flow. Here is the finished product. This… Continue Reading Sachin Bansal’s...
Display static menu using Gallery control – Bansal Blogs – Dynamics 365, PowerApps, Microsoft Flows, Power BI
In this post, we will see how we can display static menu using Gallery control where each item will navigate to different screen. Pre-Requisites – Basic knowledge of PowerApps and some of the controls. (see references for more information) Steps – First of all add Main or Home screen (to host the static menu) and then add all related screens (where each item will navigate to). Lets… Continue Reading Sachin Bansal’s Article...
My Favorite Additions – High Contrast Reports and Donut Radius Control – Power BI June 2018 Update
Power BI June 2018 Update introduced many features and enhancements listed here. In this blog we will explore two main reporting features: High Contrast Reports and Donut Radius Control. In case you haven’t downloaded June 2018 update, please do so using link. Donut Radius Control: Donut chart is like Pie chart with only difference is Donut chart is blank in middle and allows space… Continue Reading Sachin Bansal’s Article...
Power BI June 2018 Update – Connect to Dynamics 365 9.0 – OData V4 Enhancements
In my previous blog, we discussed on Power BI limitation while connecting to Dynamics 365 V9.0. Earlier we had to use 8.x version in OData URL for Dynamics 365 V9.0 connection. With June 2018 update, Power BI added enhancements to OData V4 connector and now you can use OData URL with 9.0 version which is much faster than 8.x Earlier:
New View Designer inside App Designer in Dynamics 365 July Update – Bansal Blogs – Microsoft .Net Technologies
The Dynamics 365 July Update new includes a new View Designer. It includes the drag and drop capabilities for adding columns from Primary or Related Entity. Filter Criteria, Sorting and Column Properties can be defined in the same designer canvas without having to open a new window for that. Filter Criteria : Setting sorting and column properties. Hope it helps.. Continue Reading Sachin Bansal’s Article on their...