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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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Now you can easily search and filter the environments created in your CRM.

As you can see in the above screen clip, the default environment created is getting displayed under “Other environments” and the environments we create will be displayed under “Build apps with Dataverse”.

Also, you can filter your environments based on Role, Data Platform & Environment type as well:

Revert button on Product:

Noticed the newly added button i.e. “Revert” on the Product record revising the product? It allows the user to revert all the changes made in the product properties after clicking on the Revise button.

Note: Only changes made in the properties (new or existing) after revising the product will get reverted. If you have added any properties before revising products, those properties will not be reverted.

Download FetchXML is now available in the modern advanced find:

In our last blog where we talked about the new modern find feature, we had a complaint saying that Downloading FetchXML is not present. So here it is now!

Conclusion:

These newly added features in 2022 will surely make the user experience in D365 much easier.

Ps: Our favorite Community Summit is back trending with #MySummitNA – Eagerly awaiting to meet our CRM friends in person. Inogic will be at Booth #1334 at the Summit, Gaylord Palms, Orlando, FL from 10^th to 13^th October 2022. Do block your calendars for 12.15 pm on Oct 12^th for our Partner Solution Showcase session Maps for CRM – Maplytics by our CEO at Room Coastal 7 – Convention Center, Level 2. Register now using our Promo Code INOGIC10, and avail of 10% off on your registration! 

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Do you have a Power BI dataset that gets data from a dataflow? have you ever thought; “can I get the dataset refreshed only after the refresh of dataflow completed and was successful?” The answer to this question is yes, you can. One of the recent updates from the data integration team of Power BI made this available for you. Let’s see in this blog and video, how this is possible.

The scenario

If you are using both dataflows and datasets in your Power BI architecture, then your datasets are very likely getting part of their data from Power BI dataflows. It would be great if you can get the Power BI dataset refreshed right after a successful refresh of the dataflow. In fact, you can do a scenario like below.

Power Automate connector for dataflow

Power Automate recently announced availability of a connector that allows you to trigger a flow when a dataflow refresh completes.

Choosing the dataflow

You can then choose the workspace (or environment if you are using Power Platform dataflows), and the dataflow.

Condition on success or fail

The dataflow refresh can succeed or fail. You can choose the proper action in each case. For doing this, you can choose the result of refresh to be Success.

Refresh Power BI dataset

In the event of successful refresh of the dataflow, you can then run the refresh of the Power BI dataset.

Refreshing Power BI dataset through Power Automate is an ability that we had for sometime in the service.

Capture the failure

You can also capture the failure details and send a notification (or you can add a record in a database table for further log reporting) in the case of failure.

Overall flow

The overall flow seems a really simple but effective control of the refresh as you can see below.

My thoughts

Making sure that the refresh of the dataset happens after the refresh of the dataflow, was one of the challenges of Power BI developers if they use dataflow. Now, using this simple functionality, you can get the refresh process streamlined all the way from the dataflow.

Dataflow refresh can be done as a task in the Power Automate as well. Which might be useful for some scenarios, such as running the refresh of the dataflow after a certain event.

This is not only good for refreshing the Power BI dataset after the dataflow, it is also good for refreshing a dataflow after the other one. Especially in best practice scenarios of dataflow, I always recommend having layers of the dataflow for staging, data transformation, etc, as I explained in the below article.

Although, dataflow is not a replacement for the data warehouses. However, having features like this helps the usability and the adoption of this great transformation service.

Do you think of any scenarios that you use this for? let me know in the comments below, I’d love to hear about your scenarios.

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