{Power 2020 Tip #14}Collections in Canvas App

Today as part of the Power 2020 series blog 14, we will try to understand Collections in Canva Apps.

Overview:

The collection is a pack of items and it creates a copy of the data source. By using collections, users can store and manage data in the canvas app. Collection returns a data source as a table.

Functions used in Collections:

  • Collect
  • Clear
  •  ClearCollect

Collect:

The Collect function helps to add records in Collection.

Syntax:

Collect( DataSource, Item, …)

DataSource (Required) – Name of data source that you want to add data. If the data source is not available, a collection will be created.

Item(s)(Required) – Records or tables to add to the collection.clip_image002

Clear:

The Clear function removes all the records from the collection. Only records will remove, columns will not be removed from the collection.

Syntax:

Clear( Collection )

Collection (Required) – Name of collection you want to remove.clip_image004

ClearCollect:

The ClearCollect function is a combination of Clear and Collect functions. This function will remove all records from the collection and then add the records to the collection.

Syntax:

ClearCollect( Collection, Item, … )

Collection(Required) – Name of collection you want to clear and add records.

Item(s)(Required) – Records or tables to add to the collection.

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By navigating View > Collection, you can see the collection.clip_image010

Manage Collection in Your Canvas App:

§ Add a new gallery

§ Select Contact as data sourc

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Video Blog# 1} PowerApps Best practices with Chris

Today as part of the Power 2020 series , we will be discussing the PowerApps best practices with Chris – Power Platform PTA from Microsoft UK.

Subscribe to my Youtube channel here: https://www.youtube.com/powerofd365

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip # 12}Navigate function in Canvas Apps

Often there is a requirement in Canvas Apps to navigate from one screen to another. Today as part of the Power 2020 series blog 12, we will be covering this concept.

Overview:

Navigate function is used to change the screen to be displayed from the current screen. By specifying the Navigate function on “OnSelect” property of the button, the user can change one screen to another. In the Navigate function, we can control screen transition, such as Fade, Cover, RightCover.

Syntax:

Navigate (Screen [, Transition [, UpdateContextRecord]])

Ø Screen (Required) – Name of the screen to display.

Ø Transition (Optional) – Visual transition between the current screen and new screen.

Ø UpdateContextRecord (Optional) – Record updates the context variable of the new screen.

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Screen Transition Arguments:

ScreenTarnsition.Cover: The new screen covers the current screen, moving right to left.

ScreenTransition.Coverright: The new screen covers the current screen, moving left to right.

ScreenTransition.Fade: The current screen fades out to display new screen.

ScreenTransition.None(Default): The current screen suddenly changes to the new screen.

ScreenTransition.UnCover: It uncovers the new screen, moving right to left.

ScreenTransition.UnCoverRight: It uncovers the new screen, moving left to right.

Example:

Step 1: Create a blank Canvas app.

Step 2: Add two screens Screen1 and Screen2.

Step 3: Add a button to Screen1

Step 4: Type below formula on “OnSelect” property of the buttonclip_image004

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Step 5: Run the app and click Button, Screen2 will appear.

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

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ABOUT THE AUTHOR:

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{Power 2020 # 11} Feedback is a powerful tool for the community

One of the things which I occasionally write about is the non D365 and Power platform side of the house from time to time. In Blog 11 for Power 2020, I am focused to write on one such aspect of the Microsoft community. If you are just looking to have a D365 and Power platform related article, you may choose to stop reading here.

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One of the things I see is When a typical professional is asked about how would you probably solve a problem on Dynamics 365 and Power platform. The answer would be I will search it on the internet or google it.

In case the solution is not found out there I will go out to Microsoft community and try to get an answer or solution. I might also occasionally connect with Industry experts and try to find a solution to the problem.

The end solution is typically found on a Blog or Video blog. So, today my focus is on appreciating all the awesome community folks who take time out to do those blogs and video blogs. As an active contributor to this ecosystem, I do understand that it takes an immense amount of personal time to be able to create content in any form – may it be in a written, video or audio format. I remember for instance for some of my videos, I have taken days for just editing the ones.

Sometimes what is saddening to see is Professionals will mention and occasionally like it on Social media about a particular article. Very seldom though, you will have feedback or comments in this regard to the article. In our quest to read a lot more and acquire quicker knowledge – somehow that probably takes too much time.

Today though I would want to request anyone who would be reading this blog article at any given point in time – Feedback is a very important tool for the community and Appreciation is an even more valuable one. So, next time some blog article or video helps you learn. Someone’s answer in the community helps you – Please do give the credit and appreciation before you again get busy with your day job.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

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ABOUT THE AUTHOR:

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{Power 2020 Tip # 10} Visualizing D365 Sales Territories Hierarchy

One of the ask while visualizing the D365 Sales App is the ability to be able to see the hierarchy of the Territories. With the new D365 Sales App, this ability has been provided by Microsoft. In Power 2020 Blog 10 of the series, we will cover this feature.

Here the Sales Territories are classified as follows

Parent Territory: India

Child Territories:

· North India

· South India

· East India

· West India

Let us Navigate to the App Settings-> Sales Territories and see the available Territories and click on The icon as highlighted in the screenshot:

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As you can see, this will open an Org chart visualization for the territories:

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Blog # 9} Thank you note and celebration for 400 posts

Today, I am posting a special thank you note to all my followers, readers and kudos to you for making this milestone happen for me – this blog has reached 400 posts on its journey.

 

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In July 2013, I started writing some articles on Dynamics CRM, developing some tools in my spare time.

Getting involved with various kind of experiences on Dynamics CRM.

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This blog has over time been a keen source of inspiration for myself to keep learning, sharing ideas and connecting with some great minds.

Hope this quick table will help you to utilize the environment out of box Security roles well.

Please note that this is summarized version with reference from Microsoft docs.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip # 8} Know-how of out of box Security roles in a Power Apps environment

First of all, happy to share that this is my 399th post!

One of the ask while using Power Apps is getting the Security configuration absolutely right. Since we are storing business data which is critical to the organization, it is absolutely important to be able to get the security roles on your Environments right. Not only that, we need to be able to understand the out of box Security roles that are available in a Power Apps environment.

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Power 2020 Tip # 7 talked about the hidden gem from Microsoft which is the Minimum security role which should be your starting point for custom roles: https://dynamicsofdynamicscrm.com/2020/01/13/power-2020-tip-7-minimum-security-role-required-to-run-a-powerapp/

In the blog, we will try to understand the other packaged out of box security roles in more detail:

Security Role Name Usage
System Administrator God mode of the environment. Has complete privileges on environment to customize or administer it. Has full access to all the data in the environment.
System Customizer Demi god mode of the environment. Has complete privileges on environment customizations. Only has access to environment entities that they created.
Environment Maker Has privileges required to create any new resources required for the environment such as custom APIs, Gateways, Power Automate, etc. Has no access to data in the environment.
Common Data Service User Has ability to run an app within the Environment and perform tasks on the non-custom entities that they own within the environment.
Delegate Has the ability to impersonate another security role on the environment. Used when it is required to run on behalf of any other user(security wise)

Hope this quick table will help you to utilize the environment out of box Security roles well.

Please note that this is summarized version with reference from Microsoft docs.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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