Azure OpenAI is a cloud-based service offered by Microsoft that provides access to advanced artificial intelligence models developed by OpenAI. It empowers developers to integrate these powerful models into their applications without requiring extensive expertise in AI development or infrastructure management.

Inogic aims to transform the way businesses function by developing advanced AI-driven applications with integrated AI Models provided by Azure OpenAI for Dynamics 365 and Power Platform. The Team offers to develop functional applications for businesses helping with interactive client conversations, virtual assistance, content generation and translation, report analysis, buying assistance, end-to-end management, and more!

What Inogic Offers?

Inogic Offers –

Consultation & Development of Applications

Team Inogic’s AI experts craft bespoke AI apps that integrate seamlessly with your business, boosting sales and efficiency. They unlock hidden potential and transform it into powerful engines driving conversions and optimizing workflows.

Configuration Setup to accommodate them

Our proactive team closely monitors and maintains your AI app, guaranteeing optimal performance and adapting to evolving business needs. We’re reliable partners throughout the app’s lifecycle, readily available for any questions or fine-tuning.

Reporting and Analysis Assistance

Inogic leverages Azure OpenAI’s power to create cutting-edge reporting applications. These applications utilize predictive analytics and intelligent visualizations to anticipate market shifts, automate reports, and extract valuable insights from complex data.

Decision-Making Setup

Team Inogic harnesses Azure OpenAI’s algorithms to build AI-powered decision engines. These applications analyze complex data, uncover hidden patterns, predict trends, and suggest optimal actions, paving the way for automated and data-driven strategic decisions.

Azure Open AI Application developed by Inogic – Buyer Behaviour Analysis

In the bustling world of business, understanding your customers is key to success. But deciphering their true feelings can be like trying to read tea leaves. That’s where Team Inogic stepped in, armed with a revolutionary solution: an AI-powered application that listens beyond words, analyzing sentiment for enhanced sales and deeper customer relationships.

Imagine a world where every customer interaction, from emails to chat messages, becomes a window into their emotions. This is the magic of Inogic’s application. Powered by the invisible hand of Power Automate, it seamlessly extracts comments from client conversations, feeding them into the Azure OpenAI Services. This powerhouse of AI then analyzes the sentiment hidden within, categorizing it as negative, positive, or neutral.

The results? A treasure trove of insights displayed right within your CRM and individual client accounts. Each interaction is visualized on a timeline, painting a clear picture of the customer’s emotional journey. This allows you to see not just the “what” of their communication, but the crucial “why.”

Armed with this newfound understanding, sales teams can now predict with greater accuracy whether a client is likely to convert and become a long-term partner. This empowers them to tailor their approach, addressing concerns, fostering positive interactions, and ultimately strengthening relationships.

But the benefits extend far beyond sales. By identifying negative sentiments early on, customer service teams can proactively address issues, preventing frustration and fostering loyalty. This proactive approach builds trust and strengthens the bond between your business and your customers.

Inogic’s sentiment analysis application is a testament to the power of AI in transforming customer relationships. It’s not just about technology; it’s about harnessing the power of listening to truly understand the hearts and minds of your customers. In a world where genuine connection is paramount, Inogic’s innovation paves the way for a future of deeper, more meaningful interactions, ultimately leading to sustained success.

What’s More?

Inogic Services division is also popular as a Power Apps Dedicated Offshore Developer, an expert in Dynamics 365 Development Services, Power Platform Technical Support and Consultation, and much more!

The Professional Services Division of Inogic designs and develops AI applications for clients using Copilot in Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Copilot Power Apps. The division also provides services to create AI-enabled conversational chatbots using Copilot Studio.

Check out our Website or write to the experts at crm@inogic.com

Be progressive with Inogic Professional Services!

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A common software development hurdle is the scarcity of time. While it’s widely acknowledged that merely increasing the number of developers doesn’t necessarily boost productivity, the inclination toward adopting new tools and technologies persists. The goal is to minimize code writing, expedite the development process, reduce susceptibility to bugs, and adhere to standards, especially in terms of security. Microsoft Power Platform adeptly addresses these needs in professional software development.

Microsoft Power Platform offers a wealth of functionality with minimal coding, facilitating easier and faster development. Traditional languages like C# and TypeScript can be employed for extensions, deployable to the cloud or on-premises servers if necessary. Emphasizing “low-code” essentially translates to writing less code, streamlining maintenance, support, and upgrades, thereby freeing up time for innovative feature development.

Microsoft Power Platform has four primary components:

• Power Apps is a no-code/low-code way to build canvas-based or model-based apps.
• Power BI is a set of tools for data analysis and visualization.
• Power Automate is a template-based application for building workflows and automating key tasks.
• Power Pages is a low-code hosting SaaS platform, perfect for crafting and launching business websites
• Power Virtual Agents (Copilot Studio) is a renovated solution for creating AI-powered chatbotsto help your employees and customers.

The Excellence or let’s say Power of Power Platform

Unlike conventional software libraries that require constant updates to evade deprecations and security vulnerabilities, Microsoft Power Platform excels in staying up-to-date with security patching. Additionally, it seldom removes features, providing ample notice before doing so.

Microsoft Power Platform developer tools empower professionals to craft more effective business solutions than ever before. Development accelerates, applications become more secure, and deployment occurs within managed environments that enforce organizational policies and champion best practices.

Developers engaging with the platform should grasp its fundamental offerings. For a comprehensive overview of each core product area and key extensibility points, refer to this link: https://learn.microsoft.com/en-us/power-platform/developer/get-started.

To evaluate the business value of Power Platform solutions across various spectrums, visit https://learn.microsoft.com/en-us/power-platform/guidance/adoption/business-value.

What’s the Hype around Copilot?

Now, if you’re skeptical about the buzz surrounding “low-code,” especially with the rise of AI and Copilot’s natural language app building, consider Microsoft Copilot Studio.

Note: Copilot integrates Power Virtual Agents capabilities, allowing the creation of powerful AI-powered copilots for various tasks.

These tasks range from answering common questions to resolving complex issues through intricate conversations. You can access Copilot Studio as a standalone web application or as an integrated application within Teams, providing comparable functionality in both instances. Learn more about Copilot Studio at this link: https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio.

For insights into Copilot Studio’s use cases and how it accelerates development processes, watch this informative 34-minute video: https://youtu.be/WKOJOOGdj2o?si=v5BTYOtkZmLIp9pR.

The demand for application development is undeniably massive and growing. Developers are finding ways to expedite their processes by creating new apps, modernizing existing ones, or incorporating innovations with Copilot’s AI capabilities.

For additional information on Copilot’s users and insights into generative AI at work, refer to the Microsoft Worklab’s Work Trend Index: https://www.microsoft.com/en-us/worklab/work-trend-index/copilots-earliest-users-teach-us-about-generative-ai-at-work.

Commencing a development project involves critical decisions on technology, data access layers, security measures, and app scalability. The chosen level of abstraction often dictates development speed, with trade-offs between productivity, flexibility, and cost. Leveraging Microsoft Azure services, such as Microsoft Azure API Management, is a prime example of reaping benefits in this context.

Curious to know more about Microsoft Azure API Management? Refer to this link for a quick overview and essential points https://learn.microsoft.com/en-us/azure/api-management/api-management-key-concepts

Crafting business applications can get pretty intricate, considering the multitude of factors like UI design, storage, security, compliance, and scalability. But fear not, because Microsoft Power Platform steps in to make this whole process a breeze.

Imagine whipping up responsive and user-friendly applications once and unleashing them across various platforms, be it desktops or mobile devices. The secret sauce? Reusable UI components built with React, neatly arranged using a drag-and-drop interface. And don’t worry about limiting them to a single application – with Microsoft Visual Studio Code, you can develop and deploy React components for one app or share them seamlessly across multiple projects via a centralized repository.

Deployment is a walk in the park too. ‍

Packages containing metadata components, compiled code, and data import files can be effortlessly deployed as apps. Need to go mobile? No problem. Deploy canvas apps as native mobile applications to your users via Microsoft Intune, Visual Studio App Center, Google Play Store, or Apple Business Manager.

Oh, and the perks don’t stop there.

Picture this: Native offline support with a local MySQL database, automatically storing data operations to replay them once you reconnect to the network. Testing? Covered. The Test Engine uses Playwright to run UI tests as part of your automatic testing pipelines.

Want to kick things up a notch in automation?

Enter Microsoft Power Platform CLI (A one-stop developer CLI that empowers developers and ISVs to perform various operations) your go-to for automating solution development, deployment, and environment management. It syncs seamlessly with Azure PowerShell, Microsoft Azure Pipelines, or GitHub actions.

And hey, if public-facing websites are on your to-do list, Power Pages are your friend. Create them swiftly and polish them up with Visual Studio Code. These sites, backed by Azure-deployed ASP.NET, come with automatic CDN and caching support. Plus, you can flex your creative muscles with the built-in Web API, complete with a configurable security provider, to craft intricate single or multi-page applications.

Data is scattered across your organization, and external services play a crucial role in business processes. For seamless business solutions, integration and connectivity are key, and Microsoft Power Platform steps in to simplify the process.

Ally = Microsoft Visual Studio à True

Unlocking a library of over 1,000 connectors, you can create event-driven orchestrations without the hassle of Azure subscription setup and deployment. Microsoft Visual Studio becomes your ally, allowing you to craft ASP.NET Web APIs that can be easily deployed as custom connectors. Debugging? A breeze with dev tunnels, courtesy of Visual Studio’s Microsoft Power Platform Connected Services configuration.

Visual Studio Installation Guide – https://learn.microsoft.com/en-us/visualstudio/install/install-visual-studio?view=vs-2022

Manage your Fragmented Data with Dataverse and AI

For real-time analytics within OneLake, leverage Dataverse Synapse Link and Dataverse Link to Microsoft Fabric data. Dataflows in Microsoft Power Platform utilize Power Query to import or synchronize data from diverse sources.

Explore the newly introduced Microsoft Fabric and witness how it revolutionizes data access, management, and action through a unified, AI-powered platform.

Now, onto the data platform as a service. Storing data securely, efficiently, and at scale is a breeze with Microsoft Power Platform utilizing Microsoft Dataverse (A data storage management used by business applications). It’s a cloud-based data platform, robustly built upon Azure, offering familiarity with Microsoft Azure SQL, Cosmos DB, Data Lake, and Azure Blob Storage. Data, whether relational, Azure Blob or unstructured, is metadata-driven, facilitating highly contextual access. Fully functional apps can be automatically generated using this metadata, with AI enabling natural language queries.

Uptime guarantees and monitoring tools provide complete visibility without the need for additional logging and monitoring solutions. The Dataverse SQL endpoint seamlessly generates visually captivating Microsoft Power BI dashboards and reports.

Extend Dataverse with custom business logic using C# and create custom APIs within the platform.

Native integration with Microsoft Azure Service Bus allows easy extension with Azure Functions, Event Hubs, and Event Grid. Virtual tables enable surfacing, querying, and linking of non-Dataverse data sources. Built-in audit log capabilities and long-term data retention features allow tracking changes without added development or management. Dataverse search offers a fast, AI-powered way of finding data and documents.

Moving on to native AI support

Configure and deploy conversational bots using Azure Bot Service. Train complex AI models for document, image, and sentiment recognition, easily deploying them in business applications. Microsoft Copilot Studio facilitates the creation of natural language conversational AI copilots through a graphical UI, trained for internal or external scenarios. Copilot plugins, built using OpenAI connectors and prompt engineering, can be seamlessly added to business applications for a user-friendly natural language interface.

Copilot in Power Apps and other Power Platform tools helps developers by letting them ask questions and seek information effortlessly. It makes the developer experience more interactive and streamlined. For more details, check out the article here: https://www.linkedin.com/pulse/power-platform-ai-apps-copilot-amber-weise/.

For all your security concerns related to Copilot accessing your data to provide relative responses, go through this https://learn.microsoft.com/en-us/power-platform/faqs-copilot-data-security-privacy

If you are seeking Power Platform Development as a service to unlock advanced functionalities

Or access a dream team for Power Platform projects? Look no further than Inogic Professional Services, your go-to partner for unleashing the full potential of your data and streamlining workflows.

With a pool of over 150+ Power Platform experts boasting 15+ years of industry experience, Inogic is your ideal companion for all Power Platform and Dynamics 365 requirements. Here’s what Inogic brings to the table:

Power Platform Professional Services :

Elevate your business with Inogic’s Industry Experience and Expertise in Power Platform Development.

• Power Apps (Canvas or Model based)
• Power Pages
• Power BI
• Power Automate

AI Solutions Professional Services:

Make your Business AI-enabled and Future Ready with latest AI solutions.

• Azure OpenAI for business processes
• Copilot-enabled AI Apps for Dynamics 365 and Power Platform

Development Services:

Empower your business to thrive in its core areas while our Dynamics 365 Resource Augmentation allows seasoned experts to handle your development needs with precision and proficiency.

• Outsourced Development
• Dedicated FTEs
• ISV/Partnership App Development
• ODC (Offshore Development Center)
• Data Migration
• Integration to Dynamics

Techno-Functional Consultancy: to maximize your sales potential, nurture lasting customer relations, and accelerate processes.

• Dynamics 365 Sales, Customer Services, or Field Services expertise.

Inogic offers an array of cutting-edge innovations to make your development efficient, scalable, and future-proof.

Connect with us today at crm@inogic.com or visit Inogic.com/Services to discover how we can elevate your organization’s capabilities. Your journey to harnessing the Power Platform and Dynamics 365 advanced feature packed development starts here!

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Firstly, you need to install the “Power Platform Pipelines” application in the host environment. You can refer to the below links for the Installation of Power Platform Pipelines in your host environment.

https://learn.microsoft.com/en-us/power-platform/alm/set-up-pipelines#install-the-pipelines-application-in-your-host-environment

Note:

• You must have a Power Platform administrator or Dataverse system administrator role to install the application of the pipeline.
• Both Host and Destination environments must be in the same geographic location.

After installation is done, the next step is to create a Pipeline that will automate the solution deployments from Source to Destination environments. You can refer below link for the configuration of Pipelines in your host environment.

https://learn.microsoft.com/en-us/power-platform/alm/set-up-pipelines#configure-a-deployment-pipeline

I have created one pipeline in my host environment and also added the target environments where I want to automate the solution deployments. Please check the below screenshot for the same.

You need to add and validate all the environments that you want to use for automating the deployments. In this case, as we only have one target environment hence we have added only one under the deployment stage.

– Use this if you want to set up Approvals for the deployments

Once Pipeline has been set up, you can go to any unmanaged solution in your host environment and you will see the pipelines icon on the right side of the navigation menu.

Now if you go to the pipelines menu then you will see the pipelines available from the host environment. You can also schedule the deployment based on a certain time like outside client business hours. If your pipeline does not have an approval process then deployment will start immediately once you specify the time to run the deployment. Please refer below screenshot for the same.

In our case, we will see how to automate solution deployment by defining the approvals.

To add approvals, you need to enable the “Pre-Deployment Step Required” checkbox under the deployment stage in your pipeline.

Once the above config is done, now further the approval process we will define in Power Automate.

You need to use “When an action is performed” as the trigger to automate the process. The category should be Power Platform Pipelines and the action should be OnPreDeploymentStarted.

Next, you need to retrieve the deployment stage from the pipelines.

Now we need to define approvals in Power Automate for admin to approve the deployment. You can add all the important details like Pipeline Name, Solution Name, Scheduled Deployment Time, etc. in the details for the approver to approve the deployment by looking at the details of the deployment.

Now based on the approval process response we will add a condition to Approve the deployment or Decline the deployment.

There is an OOB unbound action that you can use to update the Pre-Deployment Step status. It has the below set of values

Pending – 10

Completed – 20

Failed – 30

If the deployment is approved then we will update the Pre-Deployment Step Status value to 20 and if the deployment is rejected then we will update the Pre-Deployment Step Status value to 30.

This way approval process has been set up. Now we will go back to the pipeline and start with the deployment process.

Now because we have added an approval process in our pipeline hence it will go into a waiting state after passing all the validation. It will wait for the request to be approved to start the deployment.

Once the request is approved, we can see the deployment started automatically.

It will take some time for the solution to be deployed to the QA environment. Once done you will see the last deployed date updated automatically.

Conclusion

Automating solution deployments with Power Platform Pipelines brings numerous advantages, ranging from enhanced consistency to time efficiency. Also, using approvals makes it easy for admins to decide whether to approve/reject the deployment considering risk factors.

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Welcome to the Kickstarter guide for Microsoft Power Platform by Inogic! Given the immense popularity and swift advancements in Power Platform, combined with its integration with Microsoft Copilot, adopting Power Platform for your business is now a “must-have”. Whether you’re a seasoned developer, a tech enthusiast, or a citizen developer, worry not! As we’ve entered 2024, I’ve got the perfect starting point for you. Let’s initiate a powerful and impactful journey with Microsoft Power Platform.

Think of this platform as the Apple ecosystem for business: a vibrant hub where you can build powerful, collaborative tools that fuel growth and unlock endless possibilities. But Power Platform isn’t just hype; jaw-dropping stats backs it:

• Fortune 500 Dominance: 97% of these giants leverage Power Platform, proving its power and scalability.
• By 2026, 75% of new applications will be built with platforms like Power Platform, signaling a seismic shift in development.
• Microsoft Power Platform is already a $2 billion annual business, and it’s growing at a whopping 72% year-over-year.

These numbers speak volumes about the Power Platform’s explosive impact. It’s not just a platform; it’s a movement transforming how businesses operate and innovate.

So, why is this the perfect time to join the Power Platform revolution?

• Democratization of Development
• Unleashing Creativity
• Collaboration is King
• Future-proof your Skills

So, let’s get started! Buckle up, grab your ideas, and prepare to be amazed by the power you hold in your hands. Welcome to the Power Platform revolution!

Software development has traditionally been a complex and resource-intensive process. Long development cycles, high costs, and limited access to skilled developers often hinder businesses from quickly adapting to changing needs and implementing innovative solutions. Enter low-code application development: a paradigm shift that empowers businesses to build custom applications with minimal coding.

Low-code platforms, like Microsoft Power Platform, offer a visual, drag-and-drop interface that simplifies the development process. Users can build rich functionality by connecting pre-built components and services, eliminating the need for extensive hand-coding. This democratizes software development, enabling anyone with a basic understanding of business logic and user needs to create valuable applications.

Power Platform is your one-stop shop for seamless integration, powerful data management, and AI-driven automation. With Power Platform, everything connects, empowering you to build better applications, optimize processes, and gain a deeper understanding of your business.

Here’s how Power Platform breaks down barriers and fuels success

1,000+ connectors: Orchestrate event-driven workflows across diverse systems, from Azure Logic Apps to external services, without needing a complex Azure setup. Custom connectors made easy: Build ASP.NET Web APIs in Visual Studio and deploy them as custom connectors with seamless debugging.

Real-time analytics at your fingertips: Leverage Dataverse Synapse Link and Dataverse Link to Microsoft Fabric data for real-time insights within OneLake. Dataflows for every need: Power Query in Dataflows empowers you to connect, import, and synchronize data from any source.

Power Platform’s data platform as a service (PaaS) is your rock-solid foundation:

Dataverse: Built on Azure’s robust infrastructure, Dataverse delivers secure, scalable, and performant data storage for all your applications. Flexible data formats: Store relational, blob, and unstructured data, and access it contextually with powerful metadata.

AI-powered data insights: Build fully functional apps automatically using metadata and query data with natural language. Complete visibility and control: Uptime guarantee and built-in monitoring tools keep you informed without needing additional infrastructure.

Beyond data, Power Platform empowers you with native AI:

Conversational bots: Quickly configure, train, and deploy bots for Microsoft 365 or external websites using Azure Bot Service. Powerful AI models: Train models for document, image, and sentiment recognition, and easily integrate them into your applications.

Copilot Studio: Build natural language interfaces for data and information with a graphical UI and data-driven training. Copilot plugins with OpenAPI: Combine connectors with prompt engineering for even more flexibility.

Here’s how Microsoft Power Platform addresses the common challenges of traditional software development:

Beyond these benefits, Microsoft Power Platform offers several unique advantages:

Microsoft Power Platform, a robust low-code development platform, further enhances its capabilities through the integration of Microsoft Copilot. This AI-powered companion acts as your personal guide, simplifying the entire development process and making it accessible to anyone with minimal coding experience.

Copilot empowers you in the following ways:

Accelerated Development: Copilot understands your needs and suggests relevant components, data sources, and functionalities, reducing development time significantly.

Intuitive User Interface: Copilot provides a conversational interface, allowing you to describe your desired app functionality in natural language. Copilot then translates your requests into code, eliminating the need for manual coding.

Enhanced User Experiences: Copilot helps you build intelligent applications with embedded AI capabilities. This enables features like data insights, chatbot interactions, and predictive analytics, leading to more engaging and personalized user experiences.

Additionally, Copilot integrates seamlessly with other Power Platform tools.

Take a look at this blog to stay updated on the latest announcements regarding Copilot.

Moves to Master the Microsoft Power Platform

Microsoft Power Platform is a powerhouse low-code development platform, that empowers anyone to build custom apps, automate workflows, and analyze data. But with so much potential, where do you start? Fear not, citizen developers! Here are 6 tips to jumpstart your Power Platform journey:

1. Identify your Power Need

Start by pinpointing a specific problem or process you want to improve. Is it automating repetitive tasks? Building a data dashboard? Power Platform has a tool for that! Knowing your “why” will guide your tool selection and learning path.

2. Meet the Power Team

Power Platform is a vibrant ecosystem of tools, each with its own superpower:

Power BI

Data Visualization Master: This data whiz takes your raw numbers and crafts them into captivating charts, graphs, and dashboards. No more staring at spreadsheets! Power BI tells your data’s story in a way everyone can understand, making informed decisions a breeze.

Power Apps

The Builder: Forget coding bootcamps! Power Apps (Model and Canvas based) puts the power of app creation in your hands. Drag and drop pre-built blocks to design custom apps that fit your specific needs, from simple data entry forms to complex workflow management tools. No coding knowledge required, just your brilliant ideas!

Power Pages:  The Website Architect: Design stunning, functional business websites without the web development headaches. Power Pages empowers you to tell your digital story with ease, even if you’re not a coding wizard. Drag, drop, and customize your way to online success!

Power Automate

The Automation Ace: Repetitive tasks? Banished! Power Automate is your tireless assistant, streamlining workflows and automating tedious processes. Move data between apps, trigger actions, and keep everything running smoothly, freeing you to focus on what matters most.

3. Start Small and Scale Up:

Don’t try to build a Power Platform empire overnight. Begin with a simple project, like automating a basic workflow or creating a data visualization. As you gain confidence, tackle more complex challenges. Remember, every Power Move starts with a single click!

4. Embrace the Learning Curve:

Microsoft offers a wealth of resources to get you up and running, from beginner tutorials to in-depth documentation. Don’t be afraid to explore, experiment, and ask for help in the Power Platform community. Remember, every learning curve eventually leads to a breathtaking view!

Ditch the learning curve! take help of Microsoft ISV Gold Partners like Inogic. Offering instant access to a pool of certified Dynamics 365 CRM and Power Platform developers. Hire a team, a single resource, or outsource your entire project – we’ll handle it all.

5. Connect and Collaborate:

Power Platform thrives on collaboration. Join online communities, attend workshops, and connect with other Power users. Share your knowledge, learn from others, and get inspired by the amazing things people are building. Remember, teamwork makes the Power Platform dream work!

With these tips as your roadmap, you’re well on your way to becoming a Power Platform master. So, grab your cape, choose your tools, and get ready to unlock the full potential of your data, workflows, and applications. The Power Platform awaits!

So, whether you’re a data enthusiast, a productivity champion, or a digital storyteller, the Microsoft Power Platform has the perfect hero for you. Assemble your dream team and unlock the full potential of your data, automate your workflows, and build amazing applications – the power is in your hands!

And if you are looking to assemble a team of best developers for a go-to-market project centered on the Power Platform? Look no further than Inogic Professional Services. With a pool of over 150+ Power Platform experts with 15+ years of industry experience in integration development, Inogic is your ideal partner for all your Power Platform and Dynamics 365 needs.

Here’s what Inogic offers:

– Power Platform project development with Copilot enabled professional services.

– Techno-functional consultancy for Dynamics 365 Sales, Customer Services, or Field Services.

– Development Services with Outsourced Development, Dedicated FTEs, ISV/Partnership App Development, ODC.

Connect with Inogic to elevate your development, making it efficient, scalable, and future-proof with cutting-edge innovations.

Reach out at crm@inogic.com or explore the benefits of their services at Inogic.com/Services

The post Kickstart Power Platform Development: Your Portal to Building the Future of Business in 2024. first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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Recently, we got a requirement to check whether a specific date is a business/working day considering weekends and public holidays defined in the Service calendar of CRM.

Below are the workdays defined in the CRM:

Below is the list of holidays defined in the CRM which are observed:

Given a specific date, we were supposed to check whether it is a working day considering the weekends and public holidays defined above.

The Power Automate Flow steps to get Working Days per week

Step 1: Retrieve Calendar (Customer Service Type)

First, add the ‘List Records’ step to retrieve the ‘Customer Service’ type Calendar. Use a filter query to fetch the calendar by its name and type. To capture the necessary GUID for the next step.

Step 2: Retrieve Calendar (Working Days)

Now, proceed to fetch the working days for the previously obtained calendar. Utilize an ‘Apply to Each’ step to iterate through each calendar, and within that, add a ‘Get a Row by ID’ action to retrieve the working day’s calendar using the expand query. The expanded query allows us to seamlessly expand related tables in the list rows action. In this case, the main table is Calendar while the related table is Calendar Rules where the weekly working days pattern is stored.

In the ‘Compose’ action, we can find the calendar working days enumerated. Using the following formula:

If (    empty(outputs('Get_a_Calendar_which_contains_working_days')?['body/calendar_calendar_rules'][0]?['pattern']), -1, Substring (      outputs('Get_a_Calendar_which_contains_working_days')?['body/calendar_calendar_rules'][0]?['pattern'],        add(indexOf(outputs('Get_a_Calendar_which_contains_working_days')?['body/calendar_calendar_rules'][0]?['pattern'], 'BYDAY='), length('BYDAY=')) ) )

The Power Automate Flow steps to get Holidays

Step 1: Retrieve Calendar (Holiday Schedule Type)

First, use the ‘List Records’ step to retrieve the ‘Holiday Schedule’ type Calendar. Apply a filter query to fetch the calendar by its name and type. The result will provide the necessary GUIDs for the next step.

Step 2: Retrieve Calendar Rules (Holidays)

Now, proceed to fetch the calendar rules for the previously obtained calendar. Utilize an ‘Apply to Each’ step to iterate through each calendar, and within that, add a ‘Get a Row by ID’ action to retrieve the calendar rule.

However, note that attempting to fetch the calendar rule directly will result in an error saying “The ‘Retrieve’ method does not support entities of type ‘calendarrule’”,

As a workaround, we can retrieve the calendar rules along with calendar data using the expand query.

In the ‘Compose’ action, we can find the calendar rules enumerated using the following formula:

outputs(‘Get_a_calendar_which_contains_holidays’)?[‘body/calendar_calendar_rules’]

Step 3: Get Holidays details

For each calendar rule, implement an ‘Apply to Each’ loop. Within this loop, incorporate a Compose action to extract the holiday name, as illustrated.

Conclusion

Using Power Automate, we can retrieve Calendar and Calendar Rule details which allows users to handle complex requirements, such as checking working days while considering weekends and defined holidays.

The post Get working days and holidays of the CRM Service calendar in Power Automate Flow first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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A custom action in desktop flow is a feature designed to automate repetitive tasks seamlessly.
This blog provides a comprehensive guide on designing and leveraging custom actions in the desktop version of Power Automate flows. The journey starts with a step-by-step procedure to create these custom actions, offering a detailed walkthrough of the process to upload them within the desktop Power Automate flows environment.

Certainly! In this scenario, a custom action in the desktop flow is employed to automatically download files linked to various activities. Whether these files are attachments or stored in notes, the custom action streamlines the process, offering users the flexibility to choose a personalized destination path for efficient file organization. This automation enhances efficiency, saves time, and empowers users with control over their file management preferences.

Pre-requisite: To create custom action in Power Automate for desktop flows you need the following things:

1. NET Framework 4.7.2 SDK or above.

2. Visual Studio 2022 or above

3. Power Automate desktop v2.32 or above.

4. The Action SDK

Step 1: Create a custom action

Open Visual Studio 2022 -> Create sample project -> Go to Tools -> Nugget Package Manager -> Package Manager Console.

Run the below commands inside the NuGet Package Console.

Action SDK:
NuGet\Install-Package Microsoft.PowerPlatform.PowerAutomate.Desktop.Actions.SDK -Version 1.4.232.23122-rc

Power Automate desktop – Visual Studio templates:

dotnet new install Microsoft.PowerPlatform.PowerAutomate.Desktop.Actions.Templates::1.0.0-rci

Create a new power automate project as mentioned below.

Once a project is created successfully, you can proceed with the code. In this illustration we have written /used the below code however it may vary depending upon the use case or the actual scenario.

using System; using System.IO; using Microsoft.PowerPlatform.PowerAutomate.Desktop.Actions.SDK; using Microsoft.PowerPlatform.PowerAutomate.Desktop.Actions.SDK.Attributes; namespace Modules.CustomActions {     [Action(Id = "Action1", Order = 1, FriendlyName = "Custom Action", Description = "The action is used to download notes/attachments")]     [Throws("ActionError")] // TODO: change error name (or delete if not needed)     public class Action1 : ActionBase     {         #region Properties         // File path where the downloaded file will be stored         [InputArgument(FriendlyName = "File Path", Description = "File Path")]         public string filepath { get; set; }           // File path where the downloaded file will be stored         [InputArgument(FriendlyName = "Document Body", Description = "document Body")]         public string documentBody { get; set; }         // The name of the file to be created         [InputArgument(FriendlyName = "File Name", Description = "File Name")]         public string fileName { get; set; }         #endregion         #region Methods Overrides         // Override of the Execute method in the base class         public override void Execute(ActionContext context)         {             try             {                 // Concatenate the file path and file name                 filepath = filepath + "\\" +fileName;                 // Create a file stream to write the file data                 using (FileStream data = File.Create(filepath))                 {                     // Convert Base64 document body to byte array                     byte[] fileBytes = Convert.FromBase64String(documentBody);                     // Write the byte array to the file stream                     data.Write(fileBytes, 0, fileBytes.Length);                 }             }             catch (Exception e)             {                 // Handle exceptions and throw an ActionException                 if (e is ActionException) throw;                 throw new ActionException("ActionError", e.Message, e.InnerException);             }         }         #endregion     } }

Build the project.

Step 2: Creating and importing a self-signed certificate

Open Windows PowerShell.

Copy and paste the following commands, replacing the underlined names as appropriate.

$certname = "CustomActionCertificate" $cert = New-SelfSignedCertificate -CertStoreLocation Cert:\CurrentUser\My -Type CodeSigningCert -Subject "CN=$certname" -KeyExportPolicy Exportable -KeySpec Signature -KeyLength 2048 -KeyAlgorithm RSA -HashAlgorithm SHA256 $mypwd = ConvertTo-SecureString -String "pass@word1" -Force -AsPlainText Export-PfxCertificate -Cert $cert -FilePath "D:\Task\Blog\CustomActionCertificate.pfx" -Password $mypwd

After generating and exporting the certificate, incorporate it into your trust root. Then, double-click on the exported certificate. Kindly complete all the steps in import vizard.

Click Next

Write down the password that was used in the certificate creation command.

In the certificate store, select ‘Trusted Root Certification Authorities.’ Then click on ‘Next,’ and after that, simply click on ‘Finish.’ You will receive a message indicating that the import was successful.

Step 3: – Sign the .dll file using a trusted certificate by running the following command in a Developer Command Prompt for Visual Studio, replacing names as appropriate.

Signtool sign /f “D:\Task\Blog\CustomActionCertificate.pfx” /p pass@word1 /fd SHA256 “D:\Task\Blog\Modules.CustomActions\Modules.CustomActions\bin\Debug\net472\Modules.CustomActions.dll”

Step 4: – Packaging everything in a cabinet file

The .dll containing the custom actions and all its dependencies (.dll files) must be packaged in a cabinet file (.cab).

Create a Windows PowerShell Script (.ps1) containing the following lines & save it as Script[makeCabFile.ps1].

param( [ValidateScript({Test-Path $_ -PathType Container})] [string] $sourceDir,         [ValidateScript({Test-Path $_ -PathType Container})] [string] $cabOutputDir, [string] $cabFilename ) $ddf = ".OPTION EXPLICIT .Set CabinetName1=$cabFilename .Set DiskDirectory1=$cabOutputDir .Set CompressionType=LZX .Set Cabinet=on .Set Compress=on .Set CabinetFileCountThreshold=0 .Set FolderFileCountThreshold=0 .Set FolderSizeThreshold=0 .Set MaxCabinetSize=0 .Set MaxDiskFileCount=0 .Set MaxDiskSize=0 " $ddfpath = ($env:TEMP + "\customModule.ddf") $sourceDirLength = $sourceDir.Length; $ddf += (Get-ChildItem $sourceDir -Filter "*.dll" | Where-Object { (!$_.PSIsContainer) -and ($_.Name -ne "Microsoft.PowerPlatform.PowerAutomate.Desktop.Actions.SDK.dll") } | Select-Object -ExpandProperty FullName | ForEach-Object { '"' + $_ + '" "' + ($_.Substring($sourceDirLength)) + '"' }) -join "`r`n" $ddf | Out-File -Encoding UTF8 $ddfpath makecab.exe /F $ddfpath Remove-Item $ddfpath

Step 5: – Use the following command to create a .cab file in PowerShell.

.\makeCabFile.ps1 “D:\Task\Blog\Modules.CustomActions\Modules.CustomActions\bin\Debug\net472” “D:\Task\Blog” CustomActions.cab

Step 6: – The .cab file must also be signed. Use the following command to sign the .cab file in a Developer Command Prompt for Visual Studio, replacing names as appropriate.

Signtool sign /f “D:\Task\Blog\CustomActionCertificate.pfx” /p pass@word1 /fd SHA256 “D:\Task\Blog\CustomActions.cab”

Step 7: Upload custom actions

Go to Power Automate -> More -> Discover all -> Data -> Custom Action.

Select ‘Upload custom action’ and upload the .cab file. However, note that we can upload .cab files up to 30MB.

Step 8: Use custom actions

You can include custom actions in the desktop flow through the ‘Assets library’ using Power Automate Desktop Designer.

To use the ‘Assets library,’ select it in the designer. Alternatively, use the Tools bar.

In the Assets library, we can see all the custom actions we have uploaded. We can add a custom action, and we can also remove previously added custom actions.

Now, we can use our custom action.

Double-click on the custom action to add it.

Here, documentBody and FileName are variables taking input from the cloud flow. Choose the file path where you want to store the downloaded attachment or notes.

We created an automated cloud flow that triggers when a file is added to notes. Then, we check if the document is present or not in a condition. If the document is present, we call a desktop flow, select the run mode, and pass documentBody and fileName.

Here, I am adding a docx file to the note.

Finally, the file is downloaded or stored in my selected path automatically

Conclusion

Thus, we learned how to utilize the custom actions with the Power Automate Desktop Flows

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This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool designed to reduce digital debt and enhance productivity, freeing up people to focus on tasks that require a uniquely human touch.

With the new announcements at Microsoft Ignite 2023, the flagship event for IT Devs and Business Folks, everyone got to know about the new products, features and updates and way forward with Copilot and other AI enabled in Microsoft Ecosystem (Power Platform, Dynamic 365, Microsoft Suite, Azure, Dataverse, etc.)

Attendees also learned about the latest advancements in cloud computing, artificial intelligence, productivity, and collaboration. Moreover, they had the chance to network with other Microsoft professionals and get hands-on experience with the latest Microsoft products and services.

If you want to keep up with the latest news and updates from the event, check out the Microsoft Ignite 2023 Book of News

With all the new buzz that accompanies Copilot, comes a lot of questions like

Copilot’s impressive capabilities continue to grow with each update, and this speaks volumes about its potential. But enough with the fanboying – let’s dive into the exciting new Power Platform and other major announcements from Microsoft Ignite.

Microsoft Ignite 2023 has brought some exciting updates to the Power Platform. One of the most significant updates are for Power Apps.

Exciting Power Apps Updates Revealed at Microsoft Ignite 2023

The Power Apps has seen significant updates and improvements, particularly. One of the most noteworthy changes is the rendering of mobile apps natively on devices. This update enhances the user experience with smoother animations, better performance, and increased reliability. This truly native mobile UI/UX feature also offers the latest mobile interaction patterns to users. Additionally, users can now use apps offline, along with the recently introduced modern controls.

Another exciting feature focuses on Copilot, which is available to every user of Microsoft Dataverse-backed canvas apps. Now, Copilot allows users to ask questions about their data with a single click, without any action needed from makers. This Copilot feature is entering a limited preview in December 2023 and ends by March 2024. All Dataverse-backed canvas apps will now include this feature by default, but you’re still in charge. As a maker, you can turn off this functionality for your apps whenever you want.

Microsoft has announced a new feature for Dataverse-backed canvas apps with Copilot. With this feature, users can easily ask data-related questions to Copilot with a single click, without needing any assistance from app makers. This feature will be in limited preview mode starting in December 2023 and will end by March 2024. However, it will be automatically available to all Dataverse-backed canvas apps. Makers can rest assured, as they will maintain full control over the feature and can disable it at any time.

Microsoft Unveils Copilot Studio: An Innovative Low-Code Tool for Developers

Microsoft recently unveiled Copilot Studio at the Ignite event. This innovative low-code tool provides developers with the ability to customize Microsoft Copilot for Microsoft 365, as well as develop standalone copilots. Copilot Studio offers a range of powerful conversational capabilities, including GPT customization, generative AI plugins, and manual topics. This allows users to seamlessly personalize Copilot for Microsoft 365 with their own enterprise scenarios. With Copilot Studio, users can quickly build, test, and publish standalone copilots and custom GPTs.

Additionally, the tool provides essential features such as access management, data security, user controls, and analytics. The limited preview of the feature is expected to begin in December 2023, with the full preview available to all by the end of March 2024.

Microsoft Fabric: A Revolutionary End-to-End Analytics Product

Microsoft Fabric is an innovative analytics product that consolidates an organization’s data and analytics into a single platform. This inclusive software allows users to create generative AI experiences via services like Azure AI Studio and Copilot. Currently, the product is widely used, with 25,000 businesses worldwide implementing it.

Power BI and Microsoft Fabric Integration

Integrate Power BI with Microsoft Fabric to generate reports and summaries from the data within the Fabric platform. With Copilot, users can quickly generate insights and narratives in seconds. Additionally, data from Dynamics 365 or Power Platform can be linked to Fabric without the need to export data or build pipelines.

Copilot: The Revolutionary Feature of Microsoft Fabric

Copilot is a new feature in Microsoft Fabric that provides users with access to large language models such as GPT. With natural language or prompts, users can instruct Copilot to perform specific tasks. This feature is now in public preview and is available for Power BI, Data Factory, Data Engineering, and Data Science experiences.

Discover New Capabilities with Power Automate: Enhanced Process Mining, RPA, and Orchestration Features

Power Automate has recently introduced new features to its existing Copilot capabilities, offering users a range of new experiences. Copilot is now equipped to aid users with desktop flows (RPA) by answering their questions and providing step-by-step instructions and relevant information from documentation. Additionally, users can generate scripts by simply describing the task they wish to perform, and the Copilot feature will automatically generate the corresponding code.

Introducing Copilot: The Ultimate Solution for Analyzing Automation Activity

Orchestration is essential for building and operating automation at scale. Copilot’s new experience enables CoE teams to unlock new use cases for their monitoring and governance strategies. It democratizes access to insights, helping automation stakeholders to easily analyze the health and performance of their automation by using natural language queries.

Admins and business users with access to flow histories can query past runs across their environments, which helps in monitoring tasks and detecting potential issues in flows. Copilot is a game-changer for makers, small teams, or part of a Center of Excellence (CoE), as it provides the necessary insights for greater success. If you haven’t established a CoE yet, our automation kit can help you get started.

New Possibilities with Copilot’s Integration into Power Pages

Copilot has already been integrated into Power Pages, enabling creators to develop websites, web pages and forms with natural language. Now, creators can take it a step further and design websites that allow payments, opening up new opportunities for applications.

Microsoft Introduces Copilot as Bing Chat’s Rebranded and Expanded AI Chat Interface

Microsoft’s Bing Chat is now Copilot, universalizing the AI chat interface for Windows 11, Bing, and Edge. Moreover, Microsoft has added new AI features to Copilot, including Copilot for Azure, Copilot for Service, Copilot Studio, and Copilot in Dynamics 365 Guides.

Microsoft Unveils Two New Custom Chips for Cloud Infrastructure

Microsoft is continuing to push the boundaries of AI with the introduction of two new, custom-designed chips for its cloud infrastructure. The Azure Maia 100 is solely optimized for artificial intelligence (AI) tasks and generative AI, while the Azure Cobalt 100 is a CPU chip that uses the Arm Neoverse CSS design to enhance both performance and energy efficiency in general cloud services on Azure. These chips will be implemented in Azure data centers early in 2024, demonstrating Microsoft’s commitment to providing innovative AI solutions that cater to customer needs and enhance its supply chain.

Microsoft Introduces Loop, Its Rival to Notion

Microsoft has unveiled its latest collaboration hub, Microsoft Loop, which aims to rival Notion and other similar platforms. Loop is specifically engineered to sync across all Microsoft 365 apps and services, providing users with workspaces and pages to organize their tasks, projects, and documents. What sets Loop apart from its competitors is the seamless integration with the Microsoft 365 suite. Loop is now accessible to users in public preview mode.

Microsoft’s Copilot: Now Revolutionizing Security Management

Microsoft is leading the way in creating a unified security operations platform by combining its Sentinel and Defender XDR platforms. The addition of Security Copilot chatbot to this framework brings cutting-edge conversational AI capabilities to IT and security teams, resulting in simplified and streamlined security management. These advancements are a crucial step forward in improving security measures.

Conclusion

Microsoft’s Power Platform can be significantly enhanced with the use of Copilot – natural language and generative AI capabilities, Copilot can help you automate, analyze data, develop apps, and even create content. Copilot can increase your productivity, efficiency, and creativity, making it easier for you to reach your objectives.

If you haven’t tried Copilot yet, you’re missing out on an amazing opportunity to take your business to the next level. Inogic is here to help you develop Power Apps, Power Automate, Power BI, or Power Pages using Copilot. As your trusted advisor, we understand your unique business needs and can help you achieve your goals.

Visit Inogic’s website or contact us at crm@inogic.com to learn more about our Power Platform Professional Services and how you can leverage the power of Copilot.

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_{How can you enable your portal as a Progressive Web App?}

This PWA feature allows you to control whether your portal has PWA capabilities or not. You can also customize the settings for your PWA and get ready to create an app package for possible publication on different device app stores.

To do this, start by signing in to Power Pages > Go to the Sites section > Select your portal > Click on Edit > Go to Set up > Choose the Progressive web app option > Enable PWA. This makes your portal act like an app, giving users a more app-like experience and making it possible to install it on various devices.

After enabling the PWA, when you access the portal on your mobile browser, you’ll notice an “Install App” option. If you’re using the Chrome browser, you can find this option by clicking on an ellipsis icon. Once you install the app, you’ll enjoy an app-like view of your portal. This means you won’t have to repeatedly open your browser and manually enter the site link; instead, you can access your portal conveniently through the installed app.

Additionally, you have the option to set an icon for your Progressive Web Application (PWA). Within the “More Settings,” you’ll find a range of additional options at your disposal. These include defining which pages should be available offline, the ability to create an app package, and the option to update an Android certificate, providing you with greater control and customization for your PWA.

How to set up offline pages?

When setting up offline access for PWA pages, it’s crucial to take into account the storage limitations on users’ devices. If the storage needed for offline PWA access surpasses what’s available on the device, the entire portal won’t be accessible offline. It’s advisable to test the user experience for offline access and prioritize caching the most essential and valuable pages for your users. Keep in mind that offline pages can only display information; pages with forms to complete or query operations won’t function without an internet connection.

Creating an App Package

To distribute your app via app stores like Microsoft Store and Google Play, you can generate an app package for your portal’s Progressive Web App (PWA) and submit it for publication. To create this app package, navigate to Portals Studio, and within the “App package” section, choose “Create app package.” This will open the PWA Builder website, where you can craft an app package tailored for different app stores. The package you create through PWA Builder includes the PWA app package itself, suitable for submission to its respective app store, along with a step-by-step guide on how to publish the app. For further information and resources, you can explore the PWA resource hub.

Conclusion

The transformation of a Power Page Portal into a Progressive Web App (PWA) opens up new horizons for user engagement and accessibility. With PWA capabilities enabled, your portal can offer an app-like experience, work offline, and be easily installed on various devices. It’s a significant step towards enhancing user satisfaction and making your portal more versatile. By following the straightforward steps outlined in this blog, you can harness the potential of PWAs to take your web portal to the next level. Whether you’re catering to external or internal customers, this transition promises a smoother and more efficient way to access your portal’s content.

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As a Developer working on a project, I always create an unmanaged solution and then create a unique Publisher so that a unique prefix can be used for the tables. But sometimes, by chance when I create a table outside the context of the solution it resides inside the default solution with the prefix new which is quite a frustrating and hectic task.

Also, when I work with my team and everyone works on different projects that need different solutions with different prefixes like, my solution should contain the prefix ‘jack’ and for the other user, the prefix should be like ‘temp’. But sometimes those solutions end up with having the default prefix i.e., ‘’new’.

As a solution to it, Microsoft has introduced a game-changing feature recently – ‘Set the Preferred Solution.’ With this feature, you can designate your unmanaged solution as the preferred one, ensuring that any new elements you create or modifications you make will reside in your chosen solution.

Here’s how to enable this feature:

Access the Power Platform Admin Center:

Start by navigating to admin.powerplatform.com. Select your environment and go to the ‘Features’ tab in the settings.

Enable the Preferred Solution Feature:

Once in the ‘Features’ tab, enable the ‘Preferred Solution‘ feature. This is the foundation of the entire setup.

With the ‘Preferred Solution’ feature enabled, you’re now ready to set your chosen solution as the preferred one in Power Apps. Here’s how to do it:

Access Power Apps Studio:

Head to make.powerapps.com and go to the ‘Solutions’ tab.

Select Your Preferred Solution:

By default, the ‘Default Solution’ is set as the preferred one. Click on the ‘Manage’ button, and you’ll be able to choose your unmanaged solution as the preferred option. For example, you can create an unmanaged solution named ‘Customizations’ and select it as your preferred solution.

With these settings in place, you’re ready to benefit from the preferred solution feature. Now, when you create a table or work on other components, they will automatically be housed in your chosen solution, complete with your unique prefix.

Now, after setting the Preferred Solution as Customizations which contains the prefix ‘jack’, I created one table with some columns, and automatically instead of using the Default one’s prefix i.e., new it took ‘jack’ as the prefix and that’s how my issue was solved. The same was reflected for the other developers in my team as well and they were able to seamlessly manage their own preferred solution with their Publisher and prefix for different projects which made our task very easy and efficient.

Similarly, when you create different assets such as forms, views, components, etc., the unique prefix from the Preferred Solution will be applied automatically.

That’s how the feature works for the assets mentioned above. Also, if you want to add the Power Automate flows and the Canvas Apps in the preferred solution, you can enable the options provided in the below screenshot.

Conclusion

This game-changing feature not only streamlines your development process but also ensures that your work reflects your unique branding and organization’s needs. Say goodbye to the ‘new’ prefix and make Power Apps your own with the preferred solution feature.

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

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,

• 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,

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

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

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