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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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 LinkedIn, Facebook, Twitter, and Instagram, and by subscribing to our YouTube channel.

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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:

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.

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.

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.

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.

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.

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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.

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.

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.

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

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.

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

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

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

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

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

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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.

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

Step 4:

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

Conclusion

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

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It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next year—for our small but formidable content team. Our team is constantly on the lookout for new innovations introduced by Microsoft that will provide users with significant capabilities for transforming their businesses. With new features being included in Microsoft releases and updates for Dynamics 365 applications such as Marketing, Sales, Customer Service, Field Service, and many others, Inogic always strives to find the best matches and deliver the same through our blogs. First and foremost, you enjoy learning, growing, and improving. All of our top blogs provide fresh perspectives, how-to instructions, and other important information for sharpening skills, optimizing procedures, and boosting teamwork. Let’s get to the exciting stuff now! Here are the top 5 most popular blogs in 2022.

Configuring Timeline(Show/Hide) activity display information within  Dynamics 365 CE

One of the main reasons people continue to use Dynamics 365 for their CRM needs is the ability to customize fields, forms, and views. Inogic began investigating timeline configuration capabilities in the 2021 release wave 2. We came across a request from a customer who wanted to show/hide a few activity field labels and data that are presented in the timeline by default. During the process, we discovered a new improved feature for configuring the activities in the timeline. It allows users to show/hide the activity field label and activity data that is shown across the timeline based on their business needs. As we are all aware, while displaying activity information in the timeline, there are two alternatives available: “Default form” or “Card form.” This blog illustrates how to simply configure both forms using the configuration form setting.

Avoid buffer size errors for List Rows using Power Automate Flows

Have you encountered the dreaded maximum buffer size exceeded error? Yes, that one is a pain. We got many inquiries about the following error message, which can appear when attempting to retrieve data from a table using the List Rows action of the Dataverse connector. “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600,” says the error. Because the error message is created on the Encodian Flowr action, it is natural to believe that the Encodian Flowr action has failed, but it hasn’t (kind of)! This blog discusses how to overcome this limitation and ensure a seamless workflow.

Reusable components using Component Library within Canvas Power Apps

Components are reusable building blocks for canvas apps that let app developers use a component library to construct bespoke controls for usage within or across apps. It also helps to prevent re-designing or re-coding the same components over and over again, and it provides a single centralized location to manage upgrades or modifications. If you update a component definition within the app, your changes are reflected in all instances. Components also eliminate the need to copy/paste controls, reducing duplication of work and improving performance. This blog post will provide some information about reusable components in Canvas Power Apps that utilize the Component Library.

How to trigger flows with the Power Automate Button

Users can now run/trigger the flow from their mobile device from anywhere at any time, thanks to the flexibility given by the Microsoft Power Automate Button. Users can now quickly search for the Button and perform the flow by utilizing the ‘Power Automate’ app on mobile. This blog discusses one such business requirement in which Dynamics 365 CRM users can mark all of their Orders as ‘Submit,’ and when the user clicks ‘Order Submit,’ the current pre-built integration logic will trigger and transport Orders to another system. Orders were typically filed at any time because there was no set deadline. However, they desired to run flow at their leisure. The steps to carry out the aforesaid business scenario are outlined in this blog.

An exclusive sneak peek at the new Virtual PCF Component

As part of the platform’s maturation, Microsoft has been continuously pushing new tools and capabilities built specifically for the professional developer community. The PowerApps component framework (PCF) for model-driven programs, which is now in public preview, is one such enhancement. If you construct PCF components, you should be aware that when we create a standard control, we render it on the container given by the PowerApps Component Framework. This blog provides users with an early look at Microsoft’s new Virtual Control. This control, as its name implies, creates and renders on the Virtual DOM.

We know what it’s like to go from 0 to 100 in a matter of seconds. Inogic, a top Microsoft ISV Gold Partner, is well-known for its blogs and articles containing new approaches, how-to guides, and other useful information. Our user-friendly blogs are highly rated and cover a wide range of topics, including Dynamics 365 CRM, Power Platform (Power Apps, Power BI, Power Automate), Azure, Sales, Dataverse, Field Service,  and more. Inogic also shows basic usage through blog compilations and guides such as Microsoft Model-driven apps tips, Canvas Apps with Microsoft’s AI Builder, Microsoft Power Automate features, and others.

Inogic has a dedicated Services division that works exclusively on Microsoft Dynamics 365 and Power Platform Professional Services to build solutions that are perfectly tailored to your unique management strategy. We provide a variety of Dynamics 365 bespoke development services to businesses as your Technical Extension, leveraging on our certified resources and thousands of man-hours of development experience on the Dynamics platform. Among our technical specialties are Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Sales, Power apps, Power Pages, Power automate, Power BI, and others. Please contact us to get a free quote!

Try Business Process Checklist, our newest addition to the portfolio of 15+ Productivity Apps for Dynamics 365 CRM and Dataverse, to work smarter and faster by incorporating best practices into your daily tasks! To become a member of the Inogic family, follow us on Twitter, Facebook, LinkedIn, and Instagram. Subscribe to our YouTube channel for regular updates on whats new at Inogic.

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Let’s take an example where we will create a virtual drop-down PCF control. We will be showing the entity attributes as options in our drop-down control. In the example below, we have created an async function   GetEntityAttribute which will be responsible for getting the entity attributes to list out in our PCF drop-down control.

If we call our async function GetEntityAttribute in the updateView() as follows, we will not get the options with dropdown as shown in the below image.

UpdateView() Then:

public updateView(context: ComponentFramework.Context<IInputs>): React.ReactElement {

//Local variables let isDisable: boolean = false; let isMultiple: boolean = false; let dropDownProps: any; //Calling function to get the attributes this.GetEntityAttribute(context);   //Calling function to get the selected values this.selectedItem = this.getSelecetdItems(context) dropDownProps = { entityMetadata: this.entityAttributes, defaultSelectedOptions: this.selectedItem, isMultiple: isMultiple, isDisable: isDisable, notifyChange: this.notifyChange.bind(this), context: context }; return React.createElement( DynamicDropdown, dropDownProps ); }

Field Interface then:

It happens because when an async function is called and executed the program control directly jumps to the next line of the updateView() and executes it first and renders a dropdown control with no options. It then goes again to the async function to execute the code after await where we had our array of all attributes. Since the control was rendered already, we will not get a drop-down with options.

To solve this issue we will use the useEffect() function of the react and call async functions inside it rather than calling the async function in the updateView(). Thus, the updateView() will now look as follows.

UpdateView() Now:

public updateView(context: ComponentFramework.Context<IInputs>): React.ReactElement { //Local variables let isDisable: boolean = false; let isMultiple: boolean = false; let dropDownProps: IDynamicDropdownProps = {}; let entityName: string | null = ""; entityName = context.parameters.entityName.raw ?            context.parameters.entityName.raw : context.parameters.fieldName.raw; //Reading the parameters dropDownProps = { isDisable: isDisable, isMultiple: isMultiple, entityName: entityName, context: context, notifyChange: this.notifyOnSelect.bind(this) } return React.createElement( DynamicDropdown, dropDownProps ); }

We will create a Helper.ts file containing the functions and then create the object of the class containing all the functions in App.tsx file which consists of a functional component. We have also passed a dependency to ensure that the useEffect() gets called every time there’s a change in the entity name.

Helper.ts

public GetEntityAttribute = async (entityName: any) => { //Local variables let functionName: string = "GetEntityAttribute()=>"; let res: any; let attributesLogicalname: any = []; let result: any; let entityAttributes: any = []; try { if (!this.isValid(entityName)) { return { options: entityAttributes } } //Making request for entity metadata to get logical names of the attributes res = await this._context.utils.getEntityMetadata(entityName); //Getting all logical name of the attributes and storing it in the array attributesLogicalname = res._entityDescriptor.AttributeNames; //Making request to get logical name as well as display name of the attributes result = await this._context.utils.getEntityMetadata(entityName,                      attributesLogicalname); //Converting the object keys to an array for iteration let response = Object.keys(result.Attributes._collection); //Pushing the attributes into the array for (let j = 0; j < response.length; j++) { if (result.Attributes._collection[response[j]].DisplayName != null) { entityAttributes.push({ key: result.Attributes._collection[response[j]].LogicalName, text: result.Attributes._collection[response[j]].DisplayName }) } } entityAttributes.sort(function (a: any, b: any) { if (a.text < b.text) { return -1 } if (a.text > b.text) { return 1 } return 0; }); } catch (error: any) { //Handling error this._context.navigation.openErrorDialog({ message: functionName + ": Kindly check the entity name and it must be in lowercase" }) } return { options: entityAttributes } }   App.tsx:   useEffect(() => { _CrmHelper.GetEntityAttribute(props.entityName).then((success) => { //Setting the dropdown options setDropDownOptions(success.options) }); }, [props.entityName])

Field Interface Now:

Conclusion

Thus, we saw how to use Async-await on a load of virtual PCF control.

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In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details, you can refer to this blog.

Administration Mode can be enabled for Sandbox, Production, and Trial (Subscription-based) instances. So once enabled, only the users with the security role of System Administrator and System Customizer can access the environment. Enabling the Administration Mode ensures that neither non-administrators nor administrators affect each other’s work.

Let’s see how to configure ‘Administration Mode’:

1. Navigate to Power Platform Admin Center Login with Environment Admin or System Administrator -> Navigate to Environment from the left-side menu.

2. Select the Environment and Click on Open.

3. In Details, select Edit.

4. Enable the Administration Mode.

5. Post enabling the Administration mode, you will get the option to disable or enable the Background Operation. By default, this option is enabled.

If you disable the Background Operation, it will disable all asynchronous operations like workflow, and synchronization with Exchange.

6. Now the Custom Message field is no more editable as it is being removed -> Click on Save.
7. After saving, the environment gets updated.

Once it is completed, you can see a notification on the Environment page stating that ‘This environment is currently in administration mode, so only admins can sign in to it. You can turn off administration mode in settings’.

Now, only users with System Administrator or System Customizer security role can successfully access the environment.

Whereas, other end users i.e. non-admin users will not be able to access the environment.

Conclusion:

In this way, administrators can manage and maintain the environment by setting it in the ‘Administration Mode’ from Power Platform Admin Center.

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The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated in the barcode field on Case form.

We can add Barcode field in any of the forms in CRM. Also, we can search the barcode globally.

Global search will help the users to search the records quickly in the CRM.

Through Global search we can simply scan the Barcode using the Scanner and after scanning the barcode, the user will able to see the records for which the barcode is scanned. After scanning the barcode in the search, we will be able to see the associated records because in the barcode field the unique code will get auto-populated when the user scans the barcode.

In this blog we will see how we can use Barcode Scanning to search for Products in Field Service Mobile App.

Below is the example of Global Search for Barcodes in the Field Service Mobile App.

• Add the Barcode field in the form as explained in the previous blog.
• Navigate to powerapps.com
• Navigate to tables.

• Select Products in the Table.

• Go to views under the Product table.

• Select the Quick Find All Products view.

• Click on ‘Edit find table columns’.

• Select the Barcode and click on Apply.

• The Barcode will get added in the ‘Find By’ section as shown below:

• Click on Save and Publish.

• Open the Field Service Mobile App in mobile.

• Click on Search icon.

• Click on Barcode icon to search the associated records with respective to the barcode.

• Scan the Barcode.

• Records associated with the scanned barcode will be searched and displayed.

Conclusion

As illustrated above, you can see how easy it is to use Barcode Scanning to search for Products in Field Service Mobile App.

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The first thing to notice would be our fav button is no longer there – it has been there forever and not finding it there – first impression – what did I do to lose that button –

Dataverse search was enabled in the environment and

you now enabled the 2022 wave 1 updates…

You lost the button to Modernization

And how do I do my searches now…

The table list showed very few tables in comparison to what the environment has – I did search for a table called Position and did not find it in this list. Looking at list of tables, it looks to list all tables that are included in the app that I am currently logged into. In my case, the Sales Hub app

This means the new search restricts the search to tables included in the app and does not offer a global search that the earlier Advanced find was that allowed us to search across entities irrespective of the app we are in. This would be a major limitation for me, often I have used advanced find to have a look at System job or one of the behind the scenes entity.

Once you choose the entity, you are provided with the now familiar advanced filter screen that was introduced in the earlier release wave

It pulls up the default view that has been set for the selected entity and bring up the filter screen for you to modify the filters if required

Make the changes as required click Apply to update the view that you see behind with the results of the changes you just made

Notice the (*) against the view name that denotes the filter for the view has been modified

To save this view as a personal view click on the view selector to see the Save As ad Manage Views option now available here.

Choose Save as to save this as a personal view

Choose the Manage and share views to share the view with other users if required

Notice the Sort options now available

Personal before system – List all personal views at the top followed by System Views

System before personal – this is how it used to be earlier by default

A to Z – irrespective of type just list it alphabetically.

Click on the ellipsis against the view to get the management options

The Edit info option only allows to edit the name and description of the view. If you wish to edit the filter criteria of the view choose the same Filter buttons available on the home page

And now you get the option to either save this as a new view or update the current view filter criteria

Note: This feature is an opt-in feature and not enabled by default in an environment that has update wave 1 enabled.

To confirm if your environment has the wave update enabled navigate to your environment in Power Platform Admin Portal

Once you have confirmed that your environment has received the update, check and enable this feature. For this navigate to the Settings section for the selected environment

Navigate to Product -> Features to bring up the features screen and scroll down to see these options for Modern Advanced Find in model driven apps

Conclusion:

While the new updates look to be in line with the new modern interface that the product is moving towards, a couple of complaints that I would have is

• too many clicks to get there – in the earlier advanced find screen – we select the entity, set the criteria – execute and see the results – in the same screen – easier to go back and edit the criteria if the results weren’t as expected…
• I don’t get to see all the entities and as developers I have often looked for behind the scene entities
• How do I get my FetchXML???? Goto FetchXML Builder

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