{Step by Step} Version History In Power Automate

April 3, 2024April 3, 2024 deepeshsomani2013 Dynamics 365, Power Platform

Power Automate has introduced new features for versioning and drafting in the solution cloud flows. These features allow users to save drafts of their flows, even with errors, and publish them when ready. The version history is stored in Dataverse, providing a clear record of how each flow has evolved over time. Users can also view and restore past versions as needed. This functionality is gradually being released across different regions, enhancing the Power Automate experience by offering greater control and flexibility in flow management.

Implementation:

For using Version History feature you need to create Cloud Flow only in Solution.
Here we are creating an “Instant Cloud Flow.”

Give title to your flow.
And select trigger for flow.
Here I have selected “Manually trigger a flow”.
Click on “create.”

For now, flow is getting created in Classic mode.
Now add some actions in this Cloud Flow.
Here I have added a “Compose” action in the flow, with a text value in it.

Save the flow and go back to your solution.
And edit this flow, now the flow will open in New Flow Designer.

Now change the value of “Compose” action.

And click on “Save draft.”

Note: This new “Save draft” feature will help you save your flow, even if you have error in flow.

Flow is saved as draft for now.

Go back to solution and edit the same flow.
At this point you will get a version history available.
And you can see and restore the old version also.

Output:

{Step by Step} Enable Formula Suggestions in Columns

March 11, 2024March 13, 2024 deepeshsomani2013 Dynamics 365, Microsoft Dynamics CRM, Power Platform

AI suggestion can save you time and effort when creating or updating calculated fields, especially if you are not familiar with the syntax or functions of the formula editor. AI suggestion can also help you discover new insights and possibilities from your data by suggesting formulas that you may not have thought of before. AI suggestion is a smart and convenient way to enhance your calculated fields with the power of AI

Implementation:

To enable this new feature, Go to the “Power platform admin center.”
Click on Environment, select your environment.
Now go to the “Settings”, click on “Features” under the “Product” section.
After enabling the “AI suggestions for formula columns”, scroll down and click on “Save”.

Now create a new column.
I already have 2 columns (Price and Number of units).
And now I’m creating a new column, to calculate the total price.
Select data type as “Formula”, and switch “Type a formula” to “Get a formula suggestions”.

Describe the formula you want in simple words.
You will get the formula suggested under the text box.

Copy formula and paste it in place of text.
Save and publish.

Hope it helps!

Power 365ing as usual!

Any requirements, implementation or consulting work 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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{Step by Step} Enable offline mode for Canvas App and sync data with Dataverse

March 6, 2024March 6, 2024 deepeshsomani2013 canvas apps, Dynamics 365, Power Platform

In this blog, we will learn about an exciting feature of the Canvas App which is the ability to use it offline. This means that you can create and run apps that work natively on your device without requiring a network connection. This feature is currently available only for Dataverse apps, but it opens up many possibilities for app makers and users.

Implementation:

For creating Canvas App offline, firstly we need to enable table to use as offline.
Go to the tables list.
Select the table you want to use as a data-source in Canvas App.
And open the properties.

In table properties, open advance options.
Scroll down and enable “Can be taken offline.”
Click on save.

Now create a new Canvas App.
Provide a title to your app and select format.

You need to enable offline feature in your Canvas App also.
Go to the “Settings.”
In “Upcoming features” you will get “Dataverse offline” feature, turn on the radio button.

Go to the General tab.
On the Can be used offline (Preview) section, select the Offline profile that contains the entity you want.
If you don’t have an existing Offline profile, choose Auto-generate to create one with the entity from the Canvas app.

Your offline profile will look like this.

Now go back to the app, a screen will automatically appear to sync offline data with a Globe icon, which helps user to know connectivity status.

On “Onselect” property of globe icon, you will get this fx function.

Switch(Connection.Sync,
   ConnectionSync.Connected, Notify("Your device is connected to the network, and your app is ready to work offline.",NotificationType.Success), 
   ConnectionSync.ConnectedWithWarning, Notify(Connection.LastSyncMessage,NotificationType.Warning),
   ConnectionSync.ConnectedPendingUpsync, Notify("Some data on your device must be synchronized with the server.",NotificationType.Warning),
   ConnectionSync.ConnectedError, Notify(Connection.LastSyncMessage,NotificationType.Error),
   ConnectionSync.ConnectedRefresh, Notify("Your app is currently synchronizing data with the server.",NotificationType.Information),
   ConnectionSync.NotConnected, Notify("Your device is not connected to the network, but you can keep using this app.",NotificationType.Success), 
   ConnectionSync.NotConnectedWithWarning, Notify(Connection.LastSyncMessage,NotificationType.Warning),
   ConnectionSync.NotConnectedPendingUpsync, Notify("Some data on your device must be synchronized with the server. Reconnect to the network to synchronize.",NotificationType.Warning),
   ConnectionSync.NotConnectedSyncError, Notify(Connection.LastSyncMessage,NotificationType.Error))

Let’s add a form and button to submit records.
I have connected form to “Accounts” table.
Your app will look like this.

In mobile app, if you click on globe icon without any connection, you will get this notification.

Save and publish it.
Now open app in mobile phone.

Output:

In the GIF given below you can see that records is getting created with any connection.

Hope it helps!

Power 365ing as usual!

Any requirements, implementation or consulting work in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

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

Me and my team are here to assist, please fill the following form for your business needs: Click here

{Code Tip} How to check Quick Create form type via JavaScript in D365 CE

February 14, 2024February 14, 2024 deepeshsomani2013 Dynamics 365, Power Platform Power Platform

In this blog post, we will learn how to check the Quick Create form type by using JavaScript. Quick-create forms are a convenient way to create new records without leaving the current page.

Requirement:

To perform logic or validation based on the form type, we need to get the form type value.

To distinguish between create and quick create forms, we can use JavaScript.

In the present scenario, I will show how to create a contact from the Account entity using the quick create form and then Auto-populate the field ‘Job Title’ as ‘Developer’.

Implementation:

To implement this requirement, we are using java script.

function GetFormType(excecutionContext)

{   

    //Get the form Context. 

    var formContext = excecutionContext.getFormContext();

    

     //To get the Context object 

      var contextObject  = excecutionContext.getContext();

   

       //To get the form type via getQueryStringParameters()

                       var formType = contextObject.getQueryStringParameters().pageType;

   //to check is available form is type Quick Create 

    if(formType == "quickcreate" && formContext.getAttribute("jobtitle") != null)

       {

	//To set the 'Job Title'

	formContext.getAttribute("jobtitle").setValue("Developer");

                          }     

}

Output:

Hope it helps!

Power 365ing as usual!

Any requirements, implementation or consulting work 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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{Power Resolution} Solution import failure fix for Sales insights dependencies

June 15, 2021June 15, 2021 deepeshsomani2013 Dynamics 365

Problem statement: In a recent project, we were evaluating Sales insights for the customer in Development environment. When we tried to move solution to QA for Sales development that was going on we faced an error in import:

Resolution steps:

Uninstall Sales insights from Dev environment by deleting the solutions in following order:

· SalesInsightsAddOn

· SalesInsightsMDLConfig

· msdyn_Conversationlntelligence

· msdyn_SalesRouting

· msdyn_segment

· msdyn_acceleratedsalessitemap

· msdyn_acceleratedsales

· msdyn_sequence

· msdynce_RelationshipAssistantAddOn

· msdyn_connectiongraph

· PredictiveLeadScoring

· PredictiveOpportunityScoring

· PredictiveForecast

· msdyn_PredictiveScoringCommon

· RelationshipAnalytics

At certain solutions you will get dependency issues, here is the resolution

For Sales Acceleration solution, we got below error:

Solution: Remove sequence control from Opportunity(form)

For Relationship analytics solution, we got below error:

Solution: Remove Action Cards control from Opportunity(form)

After following these steps, Sales insights components were able to be removed from the Development environment.

Hope it helps and Power 365ing as usual!

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{Power 2021} Tips for Model driven form design

May 17, 2021May 17, 2021 deepeshsomani2013 Dynamics 365

In today’s blog I will be covering some generic recommendations one should follow while designing Model driven forms.

Ø Review the fields on the form regularly

§ It happens across many CRM deployments over time that certain fields are removed due to business need or are no more relevant to a particular department (Role based forms). Please make sure to remove such unused fields from the form. The lesser the fields, the better the performance as lesser data needs to be transferred over the internet or intranet.

Ø Create different forms for different kinds of departments/ teams/ groups

§ Identify different departments or groupings of individuals in the organization

§ Track the fields that are more relevant to a grouping and consider creating different role based forms.

§ The approach will simplify the usage of form based on relevance to different users and also segregate security requirements.

Ø Avoid unsupported scripting

§ Anything that is not mentioned in Microsoft Docs will be considered an unsupported script. It might be an internal namespace library from Microsoft you are using or DOM manipulation.

§ Try to explain to the customer workarounds to use supported ways of using the form to achieve the requirement.

Ø Mobility considerations

§ If you have needs to use Mobile version of the D365 form, make sure you do proper previews while designing the form to get an idea of how it will appear in D365 Mobile App.

Ø Other Scripting considerations

§ Try to limit onload event handlers, this has a big impact on form load.

§ Use collapsed tabs wherever possible, for example in the case of web resource(html) inside the tab.

§ In case you need to show certain fields based on conditions, keep them initially hidden and then use script to enable them when condition is true.

§ Wherever possible use asynchronous requests instead of synchronous requests.

Ø Usage of sub-grids

§ Not all the sub-grids or related entity data needs to be visible at all times.

§ Try to use and recommend Related tab and Associated grids to the customer wherever related data is needed to be seen which is less frequent to be accessed.

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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

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

Me and my team are here to help, get in touch here: Click here

{DYNAMICS VERIFIED PROFESSIONAL 2019} INTERVIEW WITH ELENA BAEVA

September 20, 2019September 20, 2019 deepeshsomani2013 Dynamics 365

Elena Baeva is a Dynamics 365 Veteran and always been a great supporter of Dynamics community and shares great passion for the product. Currently She works as CEO at 365 Talent Portal. Many of us have had the privilege to use the wonderful platform created by her to help in our training and consulting needs. She is also an avid supporter of Women in Tech initiative and promotes being inclusive at workplaces.

Here are her experience shared in form of an interview. It was an inspiring experience for me to know. Here it goes:

Name, current job title and social media links please

Elena Baeva, Founder and CEO of 365 Talent Portal

https://www.linkedin.com/in/elenabaeva/

What does an average day at work look like

When I’m not travelling, I’m usually in our beautiful central London office and sit with my team. We have a lot of internal planning meetings. I also spend hours on calls with Microsoft, customers, consultants, advisors or our other team-members in USA and South Africa. When I’m on the road, it’s often because I’m attending events where I am either presenting or meetings with Microsoft or partner organizations. My schedule is packed with various exciting sessions, meetings and social gatherings in the evening.

What different roles/Job titles have you had whilst using CRM

Most of my career has been associated with the use of CRM😊 CEO, Commercial Director, then at Microsoft – Partner Account Manager, Solution Sales Professional.

What job did you did before you starting using CRM

I’ve had some kind of CRM in all my roles, even if it wasn’t always Microsoft Dynamics CRM.

What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM

I’m a CRM veteran😊 Version 1.2 back in 2003. This tells you something about my age!

How do you stay up to date with the CRM

At 365 Talent Portal we work closely with Microsoft on helping the consultants around the world stay up-to-date. This means we get access to a lot of free online learning and guides through the Dynamics Learning Platform.

What one feature would you add to CRM Product.

I am not really sure – there are so many great solutions developed by the partner community. On one hand, it would be great for Microsoft to expand their features but, on the other hand, it is nice to have the opportunity for the partners/consultants to build their own IP and monetize it.

What is the best tool/solution you have used recently

I love Microsoft Teams. We started using it last year but it was lacking many features. Then recently I had a chance to use it again and I’m really impressed with it.

What CRM certifications do you have, do you try and keep up to date with CRM certifications

None, I’m afraid😊 I am really privileged as we have thousands of certified CRM consultants around the world as members. They are highly skilled and our customers hire them directly. I am not involved in any CRM deliveries myself but I’d like to read about the new product updates without having to go through the certifications. I need to be able to understand the scopes of the projects and the requirements as well as advise our customers on training or deployment.

How important is it to have good business analytical skills working with Microsoft Dynamics CRM.

I would say this depends on the role. From what I’ve seen among our customers, it’s more important for functional roles and not so much for developers.

10 How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional?

My answer would be the opposite of the previous one😊 In my opinion it’s super important for technical consultants or developers but less so for functional professionals.

How often do you travel as a Microsoft Dynamics CRM Professional?

I do travel internationally about once a month, sometimes more often. We work with some CRM professionals who are always on the road deploying international roll outs or delivering multiple courses for Microsoft around the world.

Can you see yourself not using CRM in your career in the future

Not really – I can probably see myself using it even when I retire!

What are your hobbies outside of CRM

ERP😊 I’m joking even though I spend half on my time on ERP deployments/training. I love travelling to exotic destinations, yoga, swimming, cooking and walking dogs with my daughter and husband.

What was the last book you read and what was the last film you watched

I recently re-read “The Little Prince” with my daughter. It’s one of my favourites and I think it resonates so well not just with kids but with adults too.

The last film I watched was “Frida”. It’s an old film from 2002 and it’s about Frida Kahlo. It is not only a beautifully made film, but the story of her life is really inspirational. She achieved so much despite her physical disabilities.

Has CRM ever got you in trouble with your partner/family.

Not really, my husband is also a CRM enthusiast! Our real challenge is to stop talking about work.

Have you friends ever told you to stop talking/tweeting/blogging about CRM? What does your partner/family member(s) think of CRM

My friends are very supportive of the noise I make on social media. Luckily my husband has even more experience than me with CRM.

Tell me something interesting/unusual about yourself

I was recently invited to join the The Women in Technology Board in the UK and I work closely with the global team helping them expand internationally. We are all very passionate about encouraging young girls to consider a career in tech. In the UK only 24% of girls pursue STEM subjects so our aim is to encourage higher take up. In addition, we need to change the perception of the tech sector – it’s not all about programming, you could be in other roles: marketing, sales, customer service, etc… A young girl coming out of school or university could have so many opportunities open to her locally and globally. There is a massive shortage of talent in our sector and the career progression could be super-fast and stellar.

Who is the first CRM Expert you remember reading/seeing

When I joined Microsoft back in 2004, they introduced me to David Brown and he was the CRM expert in our team. He had a great career at Microsoft and is currently in a senior EMEA position.

Tips for someone who wants to become a CRM Expert

This is one of the hottest areas in tech and it will change your life! Honestly, you’ll probably have so many opportunities you have never dreamed of. One tip – you might also consider expanding your skills with PowerPlatform as they go hand-in-hand and this will help you differentiate yourself. There are very few people who understand both so you’ll be on super high demand.

Thanks for such great detailed answers Elena!

Hope it helps and happy 365ing!

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

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