Technical Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/technical/ Microsoft Dynamics CRM . Microsoft Power Platform Tue, 17 Oct 2023 10:39:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 Technical Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/technical/ 32 32 176351444 How to get Data Analysis Expressions using Copilot in Power BI Desktop (Preview) http://microsoftdynamics.in/2023/10/17/how-to-get-data-analysis-expressions-using-copilot-in-power-bi-desktop-preview/ Tue, 17 Oct 2023 10:39:01 +0000 https://www.inogic.com/blog/?p=36236 This blog will guide you on how to enable copilot in Power BI Desktop. This will help you create DAX (Data Analysis Expressions) suggestions just by saying what you want in natural language. Power BI is nothing but the visualization of data to gain insights for business. Previously, you needed to create a dashboard manually...

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This blog will guide you on how to enable copilot in Power BI Desktop. This will help you create DAX (Data Analysis Expressions) suggestions just by saying what you want in natural language. Power BI is nothing but the visualization of data to gain insights for business. Previously, you needed to create a dashboard manually by writing DAX Queries, but with the help of Copilot, you can describe what you want.

NOTES:

  • This feature needs Power BI Desktop installed on your Windows.
  • This feature is in private preview.

How to activate Copilot in Power BI Desktop?

To enable Copilot, you need to enable Quick Measure suggestions and Q&A for live connected Analysis Services Databases in Power BI Desktop or Power BI Service Admin Page. To enable both, the user must be a System Admin and follow the steps below:

  1. Log into your Power BI account first.
  2. Once you Log in to Power BI Desktop, Click on the File option > Select Options and Settings > Click on Options > then under Global Section, click on Preview Features > Turn on Quick Measure suggestions and Q&A for live connected Analysis Services Databases.

Copilot in Power BI

Let’s understand by considering the example:

Create a Dashboard to track and analyze sales across the country for Global Store.

1. After logging in, you will see the Power BI Desktop Interface, as shown in the screenshot below:

Copilot in Power BI

2. Referring to the above image, you can see the Quick Measure Suggestions button is disabled. To enable it, you need to load the data. There are multiple sources to load the data choose the one that suits your needs.

Note:  If you are importing data for 1st time then Transform data. Data should be consistent.

Here we have imported data through CSV files, i.e., Details.csv and Orders.csv.

Copilot in Power BI

copilot

3. Now, from the Calculations section > click on Quick Measure suggestions. This will open a dialog window for Quick Measure Suggestions on the right side.

Copilot in Power BI

Let’s understand by considering some common DAX Measures Scenarios:

1. Mathematical Operations: Here, we calculated the total revenue from Details (table) by multiplying Amount(column) with Quantity(column).

Copilot in Power BI

After the description, click on Generate to get DAX suggestions.

Copilot in Power BI You can change the name of the measure just like we changed from measure 1 to Total Revenue. Similarly, we have to find the sum of profit.

Copilot in Power BI

Copilot in Power BI

However, to make it more visual, choose the donut chart and visualize the Total Revenue generated by each category.

Copilot in Power BI

2. Most/ least common value: Here we want to know the most preferred payment mode chosen by the customer.

Copilot in Power BI

3. Count of rows: To find how many orders have been placed.

Copilot in Power BI

Here, we visualize the Count of Orders placed by month using a stacked column chart.

Copilot in Power BI

4. Distinct Values: Furthermore, we can find distinct values for selected columns. As per the need for analysis, you can describe exactly what you need, and Copilot will generate DAX for you. DAX generated by Copilot can be customized later.

Copilot in Power BI

5. Filtered Values: Based on the condition, data gets filtered. Suppose the owner wants to find orders placed in New York.

Copilot in Power BI

Conclusion

Copilot helps you build faster and easier dashboard reports and insights. With Copilot measure suggestions, you can create interactive dashboards and analysis reports.

The post How to get Data Analysis Expressions using Copilot in Power BI Desktop (Preview) first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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Pin or Unpin records in the Timeline with PowerApps http://microsoftdynamics.in/2023/10/03/pin-or-unpin-records-in-the-timeline-with-powerapps/ Tue, 03 Oct 2023 17:03:56 +0000 https://www.inogic.com/blog/?p=36105 As per the Oct 2023 Microsoft Update, one can now pin/unpin records to the timeline, keeping them at the top for easy access. This makes it easier for users to find the required records quickly, without having to scroll through the timeline. By default, you can pin/unpin the Note table records only as you can...

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As per the Oct 2023 Microsoft Update, one can now pin/unpin records to the timeline, keeping them at the top for easy access. This makes it easier for users to find the required records quickly, without having to scroll through the timeline.

By default, you can pin/unpin the Note table records only as you can see below,

Timeline with PowerApps

For any other activities if you want to enable the Pin/Unpin feature then,

  • Navigate to https://make.powerapps.com/.
  • Open the form of a table on which you want to enable the pin/unpin feature in the timeline. For example, the Account table as shown below,

Timeline with PowerApps

  • In the timeline properties, under ‘Activity types,’ select the desired activity, and then enable or disable the ‘Pin / Unpin’ feature for the same as shown below,

Timeline with PowerApps

Once you pin the records, they will be displayed under the Pinned section in the timeline as follows,

Timeline with PowerApps

Note: You can pin a maximum of 15 records, and they will stay at the top for a year unless you unpin them.

Conclusion:

Thus, summarizes the process of pinning and unpinning records to the timeline with PowerApps

Microsoft Power Platform

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Microsoft Power Platform: An Overview of the 2023 Release Wave 1 Plan http://microsoftdynamics.in/2023/05/21/microsoft-power-platform-an-overview-of-the-2023-release-wave-1-plan/ Sat, 20 May 2023 22:54:29 +0000 https://www.inogic.com/blog/?p=34453 Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and...

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Services Release blog

Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and easier data stewardship with tools like Power Fx. The new features will allow businesses to automate their processes, analyze their data, and create solutions quickly and efficiently. The release promises to revolutionize the way organizations use the Power Platform, making it easier than ever to drive business innovation and growth. Below are a few of the Power platform’s upcoming updates.

Power BI

Enhancements for Every User

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization. Microsoft is committed in empowering every individual, team, and organization to cultivate a data-driven culture with Power BI.

Enhanced Creation Experience

Individual users will benefit from enhanced creation experiences in Power BI, with greater parity on the web and the inclusion of the Power Query diagram view. These enhancements will provide users with a deeper understanding of their data, enabling informed decision-making.

Meetings and Multitasking

For teams, Microsoft is introducing improvements to meetings and multitasking in Power BI. Power BI meetings will offer a shared space for real-time collaboration among meeting participants, while new multitasking features will allow users to easily switch between dashboards and reports.

Explore the Power BI release plan here.

Power Apps

Reducing Risk for Organizations

Power Apps allows organizations to create customized business applications quickly and with ease using low-code development. Microsoft is prioritizing the reduction of risks for organizations by providing advanced governance features, simplifying onboarding processes, and ensuring low-code capabilities can be easily managed and scaled.

Modern Experiences

With Power Apps, makers and developers of varying skill levels can enjoy modern experiences in building apps, managing data, and logic, which leads to increased productivity. Additionally, users will benefit from the modernization of web and mobile experiences, which translates to faster and more modern experiences across all apps.

Explore the Power Apps release plan here.

Power Pages

Bringing Out-of-the-Box Capabilities

Power Pages is a robust content management system (CMS) that empowers users to create and handle websites and digital content. The platform is constantly expanding its range of capabilities, catering to both low and no-code developers, as well as professionals

Design Studio

The Design Studio will furnish creators with added solution templates and capabilities. Professional developers will be empowered to perform additional actions, such as working more efficiently with code via Power Platform CLI tools and Visual Studio Code. Additionally, administrators will have an improved ability to manage and regulate their Power Pages sites.

Explore the Power Pages release plan here.

Power Automate

Simplifying Workflows

Power Automate is a cloud-based service that lets you create automated workflows between your favorite apps and services. Power Automate has introduced new capabilities that allow users to describe them using natural language.

Work Queues

New improvements have been made to help new users start using workflows more easily. These improvements include work queues, which allow automated tasks to be seen and managed together.

Simpler Connectivity

Power Automate is also providing simpler connectivity to a machine for desktop flows, removing the need for additional installations and password management.

Explore the Power Automate release plan here.

Power Virtual Agents

Improved Bot Management

Power Virtual Agents provides improved bot management through its unified authoring canvas, which is a single conversational AI studio for all bot-building requirements.

Added Integration

Bot creators, including subject matter experts and developers, can start building bots today with the public preview of Bot Framework capabilities and Azure Cognitive Services integration. The advanced authoring canvas will be widely available in the near future.

Explore the Power Virtual Agents release plan here.

Microsoft Dataverse

Enhancing Makers’ Experiences

Microsoft Dataverse is making improvements focusing on enhancing makers’ experiences by improving app-building productivity, seamless connectivity to external data sources, and easier data stewardship with low-code tools like Power Fx.

Document processing improvements

With more pre-built model capabilities like contract processing, the ability to identify personal information, and the possibility to extract field types from documents, Microsoft has brought a game-changer in the market.

Explore the Microsoft Dataverse release plan here.

Conclusion

With the 2023 release wave 1 plan, Microsoft Power Platform is delivering new and enhanced features to help businesses achieve their digital transformation goals. The enhancements to Power BI, Power Apps, Power Pages, and Power Virtual Agents will provide more modern experiences for creating apps, managing content, and building bots. With these improvements, businesses can streamline their processes, automate workflows, and gain insights from their data to make informed decisions. The integration between Power Automate Desktop and Power Apps will enable businesses to create custom desktop apps with workflows, bringing automation capabilities to the desktop.

Looking for a Microsoft Certified Gold Partner to provide development expertise on Microsoft Dynamics 365 and Power Platform? Look no further than Inogic! At Inogic, we understand that every business is unique, and that’s why we offer customized solutions that cater to your specific needs. We pride ourselves on providing exceptional customer service and delivering high-quality work on time and within budget. Inogic’s Power Platform offshore development services enable organizations to optimize their workflows, enhance collaboration, and make informed decisions based on data.

Planning to take your business to the next level, visit our website or reach us via email at crm@inogic.com. For the latest news and developments, follow us on social media platforms LinkedInFacebookTwitter, and Instagram, and by subscribing to our YouTube channel.

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‘Maker Welcome Content’ Option in Power Platform Admin Center http://microsoftdynamics.in/2023/05/20/maker-welcome-content-option-in-power-platform-admin-center/ Sat, 20 May 2023 11:08:01 +0000 https://www.inogic.com/blog/?p=34677 In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content. So let’s get started!...

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In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content.

So let’s get started!

If you’re an administrator in Power Platform Admin Center, you might have heard of Maker Welcome Content. It’s a feature that allows you to create custom welcome screens for your app makers.

Maker Welcome Content is a feature in Power Platform Admin Center that allows administrators to create custom welcome screens for their app makers when they get started with Power Apps.

It’s a great way to provide a personalized experience to your users and make them feel welcomed. Maker Welcome Content can include text, images, and videos to help app makers understand the purpose and use of the environment.

Maker Welcome Content is displayed to app makers when they sign in to the environment. It’s a one-time experience, and they won’t see the welcome screen again unless you make changes to it.  In case you have enabled it, users will be able to see customized welcome content every time they sign in to the Power Apps portal. You can add help content, it will replace the default Power Apps first-time experience page content. Moreover, you can customize Maker Welcome Content for different environments, so each environment can have its own welcome screen.

The below steps will help you enable Maker Welcome Content:

1. Sign in to the Power Platform admin center.

2. Click on the Environments option from the left panel > Select the specific managed environment from the list > Click on Edit Managed Environment as shown in the screenshot below:

Power Platform Admin Center

3. After clicking on the Edit Managed Environments option, it opens the editor window of the environment which contains the Maker welcome content option. You can create the welcome page > Enter Welcome or Help content in the text box under Maker Welcome content as shown in the screenshot below. You can enter simple text or Markdown for your content.

Power Platform Admin Center

4. If you want to provide some blog or website links then you can enter a link into Learn More URL box.

5. After configuring the welcome content click on Preview in the new tab option to quickly preview your welcome page.

Power Platform Admin Center

Please follow the below step to see your Welcome Content Page in Power Apps:

Step 1: Login Power Apps portal and select a specific environment from the list > Welcome page will show as follow when the user login into Power Apps. Users can select the ‘Don’t show this again here’ option if the user doesn’t want to see welcome content again.

Power Platform Admin Center

Step 2: There is one more option to see your welcome page after selecting the environment. Select Learn option from the left navigation > Click on From your org tab it will show your custom welcome content page as shown in the screenshot below.

Power Platform Admin Center

Conclusion

‘Maker Welcome Content’ is a powerful feature that can help organizations improve end-user adoption of the Power Platform. By providing users with custom welcome messages, organizations can ensure that their end-users have the resources they need to get started with the Power Platform. As organizations continue to explore the capabilities of the Power Platform, ‘Maker Welcome Content’ will play an increasingly important role in driving adoption and success.

Microsoft Power Platform

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Automatically sending Power Apps cards to Microsoft Teams channels using Power Automate Flow http://microsoftdynamics.in/2023/05/09/automatically-sending-power-apps-cards-to-microsoft-teams-channels-using-power-automate-flow/ Tue, 09 May 2023 10:25:52 +0000 https://www.inogic.com/blog/?p=34653 Microsoft has added a new feature called Cards in the Wave 2 release.  Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to...

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Microsoft has added a new feature called Cards in the Wave 2 release.  Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps.

In this blog, we have explained how to send these cards to the Microsoft Teams channel using Power Automate Flow. We have taken an example where we automate the process of sending an employee information Card when a custom entity employee record gets created.

Microsoft introduced new connector in the power automate flow named as Cards for Power Apps.

Power Automate Flow

This connector is used to create or get card instances with the input variables, and it will return the dynamic content of the card instance.

  • Create card instance (preview): This will help us to create a card instance of a specific card that we have created in our solution. We can also send input parameter values through this card instance. This card instance will return the dynamic content of the card.
  • Get the card description (preview): This will help us get information about the card like ID, name, description, author, etc.

Microsoft Power Platform

You can follow the below steps to create Power Automate Flow to send cards to the Microsoft Teams channel.

Step 1: Sign in to PowerAutomate using your credentials and select your environment.

Power Automate Flow

Step 2: Click on My Flows >> New Flow >> Automated Cloud Flow.

Power Automate Flow

Step 3: Give the name and choose the flow’s trigger.

Power Automate Flow

Step 4: Set the trigger. In the example screenshot below, the trigger is when a new custom employee record is created.

Power Automate Flow

Step 5: In new step, search for Cards for Power Apps, then click on Expand button.

Step 6: Select Cards for Power Apps.

Power Automate Flow

Step 7:  Select Create Card Instance (preview).

Power Automate Flow

Step 8: Select the card that you want to send. Set the body input variable. In this example, we set the Account Name value of the newly created account record.

Power Automate Flow

Step 9: In the next step, search for Microsoft Teams connector and select the action as Post Card as a chat or channel.

Power Automate Flow

 

Step 10: Set the Power Apps (Preview) in Post as field, and set Channel in Post in field. You can select your team and channel from the dropdown. After that, set the card instance that we created in the earlier step.

Power Automate Flow

After this power automation flow gets created, it will be triggered when the new employee record gets created, and the card will be sent to the Microsoft Teams channel as shown in the below screenshot.

Power Automate Flow

Conclusion

Thus, in the above blog, we learned how to send Cards to Microsoft Teams channel by using Power Automate Flow.

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Send Automatic Follow-Up email in Microsoft Dynamics 365 CRM using Power Automate Flow http://microsoftdynamics.in/2023/04/20/send-automatic-follow-up-email-in-microsoft-dynamics-365-crm-using-power-automate-flow/ Thu, 20 Apr 2023 09:10:43 +0000 https://www.inogic.com/blog/?p=34506 Sen Automatic a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity.

So, to fulfill this requirement, we have used Power Automate Flow to create an email to be sent as a Follow up trailing email in Microsoft Dynamics 365 CRM.

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Sen Automatic a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity.

So, to fulfill this requirement, we have used Power Automate Flow to create an email to be sent as a Follow up trailing email in Microsoft Dynamics 365 CRM.

In this blog, we will walk through the steps for sending a trailing follow-up email after 2 days of Opportunity Creation to the respective Customer.

Step 1: When Opportunity is created we will be sending an initial Email to the Customer and after 2 days there will be a trailing follow-up email sent to them. Let us start with developing a Power Automate flow in Microsoft Dynamics 365 CRM.

Now navigate to https://make.powerapps.com environment and Create a solution for Power Automate Flow.

Step 2: Create a new Automated Flow with triggering action as “Row is Added, Modified or Deleted” as shown in the below screenshot.

Power Automate Flow

We will select Change Type as Added and Table Name as Opportunities for our requirement. Check in the screenshot below.

Power Automate Flow

Step 3: On creation of Opportunity will first send an initial mail to the customer (i.e. Account) of the Opportunity, so add a step to create an Email Message by selecting Add a row step and selecting Email Messages entity with the below details of the email.

Microsoft Power Platform

  • From: Created By of the Opportunity
  • To: Account of the Opportunity
  • Subject: Add a subject based on your requirement
  • Description: Add an email content message
  • Regarding: Set Opportunity reference so that the email conversation will be respected to Opportunity and available in the Timeline of Opportunity record in Microsoft Dynamics 365 CRM

Please refer the screenshot below for reference emails created in the power automate flow step.

Power Automate Flow

Step 4: Once the email is created will add a “Send Email” bound action step in Power Automate flow which will send an email message to Account.

Add a Perform a Bound Action step and select the below details within this step.

Table Name = Email Message

Action Name = “SendEmail”

Row ID = Unique Identifier of Email Message created in the previous step

IssueSend = Yes

Find screenshot below

Power Automate Flow

Step 5: We have sent an initial mail so will wait for 2 days and send a follow-up email to the Customer.

Add a Delay Step in power Automate with Count as 2 and Unit as Day as seen in the screenshot.

Power Automate Flow

Step 6: Now to create a new email, add a step “Add a new Row” and select Email Message Table Name with the below-listed details in the email message:

  • From: Created By of the Opportunity
  • To: Account of the Opportunity
  • Subject: Add a subject based on your requirement
  • Description:

Email content of current follow-up Email

——————- Original Message ——————-

From: Sender’s Email

Sent: Sent On of the previous email

To: ‘torecipients’ of the previous email

Subject: subject of the previous email

Description of the previous email

  • Regarding: Set Opportunity reference so that the email conversation will be respected to Opportunity and available iTimelinene of Opportunity record in Microsoft Dynamics 365 CRM
  • Following: Yes
  • Parent Activity: /emails(<Guid of Previous Email Message>)

Power Automate Flow

Step 7: Add a Perform a bound Action step for sending the Follow-up Email to the Account of the Opportunity.

Power Automate Flow

We have completed developing the power automate flow now save the flow and test the functionality by creating a new Opportunity in CRM.

Power Automate Flow

You can check in Outlook the email will be received as shown below screenshot,

Power Automate Flow

Conclusion

In this way, we can customize the process of sending a follow-up email as a trail mail to the previous email using Power Automate Flow.

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How to filter JSON array using Filter Array action in Power Automate http://microsoftdynamics.in/2023/04/17/how-to-filter-json-array-using-filter-array-action-in-power-automate/ Mon, 17 Apr 2023 08:54:04 +0000 https://www.inogic.com/blog/?p=34461 In this blog, we learn about filtering JSON arrays in Power Automate. We all know that this type of requirement can easily be solved using JavaScript. But in this method, we have to create a web resource to register the script in CRM. Now, we can achieve this requirement within the CRM process itself. Power...

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In this blog, we learn about filtering JSON arrays in Power Automate. We all know that this type of requirement can easily be solved using JavaScript. But in this method, we have to create a web resource to register the script in CRM. Now, we can achieve this requirement within the CRM process itself. Power Automate introduced the Filter Array action, using which we can easily filter the JSON array of objects and get the exact output from the JSON array.

Problem:

We have JSON data containing individual Employee’s Project Details, which specify that a single employee is working on how many projects, he completed how many projects, the estimation of the projects in days, and when those projects get started. Please find the below JSON array that we want to filter:

{ { "Project Name": "Employee Payroll System", "Start Date": "22-05-2021", "Duration": 65, "Industry": "IT Corporate", "Status": "Complete" }, { "Project Name": "Healthcare Solution", "Start Date": "22-03-2023", "Duration": 95, "Industry": "Heath and Hospitality", "Status": "In Progress" }, { "Project Name": "Pharmacare Solution", "Start Date": "26-03-2022", "Duration": 32, "Industry": "Heath and Hospitality", "Status": "Complete" }, { "Project Name": "Agro Management System", "Start Date": "22-08-2021", "Duration": 120, "Industry": "Agriculture", "Status": "Complete" }, { "Project Name": "Finance Management System", "Start Date": "22-08-2023", "Duration": 38, "Industry": "Finance", "Status": "Not Started" } }

In the below JSON array, they mention five project details, so now we want to identify how many projects an individual employee has completed for a duration greater than 40.

Solution:

To resolve this problem, we go with the Power Automate solution. We have created an on-demand Power Automate flow. In that we have passed the above JSON array to the flow as input as shown in the below screenshot:

Filter Array action in Power Automate After that, we apply the Filter Array action on the above input of JSON array as shown below in the screenshot:

Filter Array action in Power Automate

Please find the below Filter Array expression that we have used to get the exact output:

@and(equals(item().Status,’Complete’),greater(item().Duration,40))

In the above expression, we have applied both conditions which we have merged with the @and clause. In that,

Microsoft Power Platform

1. The projects which were completed, were obtained using the @equals clause

equals(item().Status,’Complete’)

2. The projects which have not been completed within 40 days, were obtained using the @greater

greater(item().Duration,40)

After applying the Filter Array action we got the exact output as shown in the screenshot below:

Filter Array action in Power Automate

Conclusion

Filter Array is the best option to filter the JSON array in Power Automate without writing any external programming logic.

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Enhanced UI for improved New User Experience while using Power Apps http://microsoftdynamics.in/2023/03/01/enhanced-ui-for-improved-new-user-experience-while-using-power-apps/ Wed, 01 Mar 2023 15:45:22 +0000 https://www.inogic.com/blog/?p=34124 In the recent Microsoft update, PowerApps UI has been enhanced. The Left Navigation pane of Power Apps has a new look. There are various options available that you can use on the Power Apps home page, such as creating your apps, viewing apps that others have created, and performing related tasks. Let’s explore the new...

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In the recent Microsoft update, PowerApps UI has been enhanced. The Left Navigation pane of Power Apps has a new look. There are various options available that you can use on the Power Apps home page, such as creating your apps, viewing apps that others have created, and performing related tasks.

Let’s explore the new UI enhanced of the Left navigation pane of Microsoft Power Apps.

Now you can customize your left navigation items. In the new navigation experience, the left navigation pane pins the top three pages that you use the most.

Power Apps

By selecting the ‘More’ option as shown in the screenshot below, you can unpin any of these pages and pin the most used items to the left navigation such as tables, flows, Dataflows, connections, and more.

Power Apps

Using the left navigation pane, you can pin the most frequently used pages to easily access them. Link to other pages can be found through the More link. Once you pin an item, it appears in the middle section above More.

With the new Navigation experience, your most frequent access pages are automatically pinned to the left navigation pane. You can also customize it according to your preferences.

To pin an item, click on the icon and to unpin click on the icon.

Power Apps

You can also unpin an item, by clicking on the ellipse icon and then clicking on unpin.

Power Apps

To see all your items in Power Apps, click on More > Discover all.

When you click on Discover all, all of it gets pinned and will be visible on the left navigation pane. You can unpin it by clicking on the ellipse icon and then clicking on unpin.

Power Apps Power Apps

You can move an item up and down as per your preference.

Power Apps

You can open an item without losing access to your current page.

Click on the ellipse icon -> Open in a new tab.

Power Apps

Power Platform services such as Power BI, Power Pages, Power Automate, Power Virtual Agents, and Power Platform Admin Center can also be accessed.

Power Apps

Users having System Administrator and System Customizer roles will be visible in Power Apps.

Power Apps

Power Apps

You can search members by name or email address and also can apply a filter for admins and makers.

Conclusion

Using Power Apps with this new UI will make augment user experience more.

Microsoft Power Platform (3)

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Transfer online files to a local device using ‘Download function’ in Power Apps http://microsoftdynamics.in/2023/02/23/transfer-online-files-to-a-local-device-using-download-function-in-power-apps/ Thu, 23 Feb 2023 18:47:46 +0000 https://www.inogic.com/blog/?p=34069 Recently Microsoft announced a powerful feature -“Download function in Power Apps”. This feature allows us to easily download online files from the web to the local device. Let’s see how to use this feature in everyday life. Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have...

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Recently Microsoft announced a powerful feature -“Download function in Power Apps”. This feature allows us to easily download online files from the web to the local device.

Let’s see how to use this feature in everyday life.

Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have a file on the web that we want to enable our users to download regularly through our App. This would get them updated data by simply clicking on Download File.

This can be achieve using the below steps:

Step 1:

Create an App in CRM (Canvas or Model Driven App).

Step 2:

Insert Label Control into App.

Power Apps

Step 3:

In Power Apps, select the label and in Power Fx, onSelect of label, add Formula with Address as a Parameter “Download (Address)”.

Address– The URL address of a document or file to download

Power Apps

Step 4:

Once you publish the app, you can click on Download File to download it.

Power Apps

Conclusion

With the help of download function in Power Apps, we can easily download online files to local devices.

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The post Transfer online files to a local device using ‘Download function’ in Power Apps first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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How to use optional parameters of Dataverse Search in Power Automate Flow? http://microsoftdynamics.in/2023/02/02/how-to-use-optional-parameters-of-dataverse-search-in-power-automate-flow/ Thu, 02 Feb 2023 05:41:06 +0000 https://www.inogic.com/blog/?p=33922 As demonstrated in our previous blog, we can use the Dataverse search in Power Automate Flow comfortably. In this blog, we will have a look at how the optional parameters are used to limit the search as per our requirements. So, let’s dive in without further ado. To quickly revise everything that we have discussed...

The post How to use optional parameters of Dataverse Search in Power Automate Flow? appeared first on Microsoft Dynamics 365 Blog.

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As demonstrated in our previous blog, we can use the Dataverse search in Power Automate Flow comfortably. In this blog, we will have a look at how the optional parameters are used to limit the search as per our requirements. So, let’s dive in without further ado.

To quickly revise everything that we have discussed in the previous blog, below is an example to use the search API to find all the entities which have “Jim” somewhere in their indexed fields.

Power Automate Flow

Now, the successful response will consist mainly of three things –

  • Value
    • An array of all the matching records. By default, 50 rows are returned but can be changed from 1 to 100 using the Top
  • Total Record Count
    • Returns the total number of matching records if the parameter is set to true. By default, will always be false and return -1.
  • Facets
    • The results of the facet parameter i.e. additional filtering on the received search results.

It will look like this –

{ "querycontext": null, "value": [ { "@search.score": 8.406683, "@search.highlights": { "firstname": [ "{crmhit}Jim{/crmhit}" ], "fullname": [ "{crmhit}Jim{/crmhit} Harper" ] }, "@search.entityname": "contact", "@search.objectid": "c8dbc8c3-0c9a-ed11-aad0-002248cc94a7", "@search.objecttypecode": 2, "fullname": "Jim Harper", "versionnumber": 1279956, "statecode": [ "Active" ], "statuscode": [ "Active" ], "entityimage_url": null, "createdon": "1/22/2023 4:25 AM", "modifiedon": "1/22/2023 4:25 AM", "emailaddress1": "JimOHarper@dayrep.com", "address1_city": "Detroit", "address1_telephone1": null, "parentcustomerid": null, "parentcustomeridname": null, "telephone1": "313-461-8718" }, { "@search.score": 7.212613, "@search.highlights": { "firstname": [ "{crmhit}Jim{/crmhit}" ], "fullname": [ "{crmhit}Jim{/crmhit} Glynn (sample)" ] }, "@search.entityname": "contact", "@search.objectid": "f3baf772-9192-ed11-aacf-6045bd44fb6c", "@search.objecttypecode": 2, "fullname": "Jim Glynn (sample)", "versionnumber": 1075816, "statecode": [ "Active" ], "statuscode": [ "Active" ], "entityimage_url": "/Image/download.aspx?Entity=contact&Attribute=entityimage&Id=f3baf772-9192-ed11-aacf-6045bd44fb6c&Timestamp=638091357298094244", "createdon": "1/12/2023 3:55 PM", "modifiedon": "1/12/2023 3:55 PM", "emailaddress1": "someone_j@example.com", "address1_city": "Renton", "address1_telephone1": null, "parentcustomerid": "dfbaf772-9192-ed11-aacf-6045bd44fb6c", "parentcustomeridname": "Coho Winery (sample)", "@search.parentcustomerid.logicalname": "account", "telephone1": "555-0109" }, { "@search.score": 5.5241776, "@search.highlights": { "name": [ "{crmhit}Jim's{/crmhit} Accounting" ] }, "@search.entityname": "account", "@search.objectid": "9014d333-0e9a-ed11-aad0-002248cc94a7", "@search.objecttypecode": 1, "name": "Jim's Accounting", "versionnumber": 1280040, "statecode": [ "Active" ], "statuscode": [ "Active" ], "entityimage_url": null, "createdon": "1/22/2023 4:35 AM", "modifiedon": "1/22/2023 4:35 AM", "emailaddress1": null, "address1_city": null, "accountnumber": null, "primarycontactid": null, "primarycontactidname": null, "telephone1": null } ], "facets": {}, "totalrecordcount": -1 }

There are some additional optional parameters as well which you can use –

entities – This is an optional parameter to restrict the search results to a limited number of entities instead of searching through all the entities which have Dataverse search configured. The logical names of the entities must be provided. The syntax is as follows –

Power-Automate-Flow

returntotalrecordcount – This is an optional parameter of type Boolean. If set to true, will return the total count of search results. By default, it is set to false and will return -1. The syntax is as below –

Power Automate Flow

{ "querycontext": null, "value": [ { "@search.score": 8.406683, "@search.highlights": { "firstname": [ "{crmhit}Jim{/crmhit}" ], "fullname": [ "{crmhit}Jim{/crmhit} Harper" ] }, "@search.entityname": "contact", "@search.objectid": "c8dbc8c3-0c9a-ed11-aad0-002248cc94a7", "@search.objecttypecode": 2, "fullname": "Jim Harper", "versionnumber": 1279956, "statecode": [ "Active" ], "statuscode": [ "Active" ], "entityimage_url": null, "createdon": "1/22/2023 4:25 AM", "modifiedon": "1/22/2023 4:25 AM", "emailaddress1": "JimOHarper@dayrep.com", "address1_city": "Detroit", "address1_telephone1": null, "parentcustomerid": null, "parentcustomeridname": null, "telephone1": "313-461-8718" }, { "@search.score": 7.212613, "@search.highlights": { "firstname": [ "{crmhit}Jim{/crmhit}" ], "fullname": [ "{crmhit}Jim{/crmhit} Glynn (sample)" ] }, "@search.entityname": "contact", "@search.objectid": "f3baf772-9192-ed11-aacf-6045bd44fb6c", "@search.objecttypecode": 2, "fullname": "Jim Glynn (sample)", "versionnumber": 1075816, "statecode": [ "Active" ], "statuscode": [ "Active" ], "entityimage_url": "/Image/download.aspx?Entity=contact&Attribute=entityimage&Id=f3baf772-9192-ed11-aacf-6045bd44fb6c&Timestamp=638091357298094244", "createdon": "1/12/2023 3:55 PM", "modifiedon": "1/12/2023 3:55 PM", "emailaddress1": "someone_j@example.com", "address1_city": "Renton", "address1_telephone1": null, "parentcustomerid": "dfbaf772-9192-ed11-aacf-6045bd44fb6c", "parentcustomeridname": "Coho Winery (sample)", "@search.parentcustomerid.logicalname": "account", "telephone1": "555-0109" }, { "@search.score": 5.5241776, "@search.highlights": { "name": [ "{crmhit}Jim's{/crmhit} Accounting" ] }, "@search.entityname": "account", "@search.objectid": "9014d333-0e9a-ed11-aad0-002248cc94a7", "@search.objecttypecode": 1, "name": "Jim's Accounting", "versionnumber": 1280040, "statecode": [ "Active" ], "statuscode": [ "Active" ], "entityimage_url": null, "createdon": "1/22/2023 4:35 AM", "modifiedon": "1/22/2023 4:35 AM", "emailaddress1": null, "address1_city": null, "accountnumber": null, "primarycontactid": null, "primarycontactidname": null, "telephone1": null } ], "facets": {}, "totalrecordcount": 3 }

skip – This is another optional parameter of the type number. You can skip a certain number of records using this. The syntax is as below –

Power-Automate-Flow

top – This is an optional parameter of the type number. You can limit the records to a certain number. The syntax is as below –

Power Automate Flow

orderby – This is also an optional parameter that can be used to order the results by any particular fields in ascending or descending order. The order by field should be the fields that are available in all the entities in case you are searching through multiple entities. The syntax is as below –

Power Automate Flow

Conclusion

In this way, optional parameters can be used to limit the search as per our requirements.

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