{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?

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 # 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?

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

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 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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{Power 2020 Tip # 7} Minimum Security role required to run a PowerApp

For ages I have been asked over the same question by clients, partners and community alike. Everyone wishes to start from the minimum required Security role privileges for doing their production system. As part of Power 2020 blog 7, we will see how to utilize this awesome hidden gem from Microsoft and getting the security role for Minimum security role privileges.

You may start by downloading the solution from the Download Center: Common Data Service minimum privilege security role.

Next we will import the downloaded solution by Navigating to Solutions and click on import:

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Next select the downloaded zip file from the link mentioned above and import:

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Click on Next and finish the solution import process. On the final step, following confirmation screen will appear:

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Now let us open the Security role and explore inside the solution:

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Whenever you wish to set the minimum security privileges to access an App, you may start from this role.

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# 5} Themes in Canvas Apps

Many times we want to define pre-defined Themes inside Power Platform Canvas Apps. Here is a quick look at Themes feature in Canvas Apps which can help us to change the overall theming of our Canvas Apps which we will cover in Blog 5 of the series Power 2020.

Under the Home tab we have theme option available and can be used to change the pre-set look and feel of Canvas Apps. The table below describes out of box available options and the look and feel of the App:

Theme Screen Appearance
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Light clip_image004
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There are variety of options available. Themes can be changed from Home -> Themes

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Hope it helps and Power 365ing as usual!

Any problem in CRM – 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 #4 } Experimental features in PowerApps

In this post of Power 2020 blog series blog 4, we will go through the Experimental features in PowerApps

Experimental Features:

Optimize embedding appearance

By using this feature, you will align your app to the top left and will change the embedded background colour to white. clip_image002

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Container Control

Once you enable this feature, you can insert a Container control into your app.

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Web barcode scanner

Once you enable this feature, you can insert a Web barcode scanner into your app from the Media menu.

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Components

After turning on this feature, you can create and add components to your app. This means you can create a group of controls like “Header” and use it in multiple screens or multiple places in your app.

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Enhanced formula bar

The enhanced formula bar provides you a new formula bar experience with speed and usability improvements. This feature gives suggestions to appear in the text area while you type in the formula bar. Also, the property drop-down has now been discoverable category into Action, Data, and Design.

You need to save and refresh your app to see the changes.

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Deprecated Features:

Enable rules

By using this feature, you can create condition and record action in your app. But the “Rule” feature in the canvas app in PowerApps is deprecated now.

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Hope it helps and Power 365ing as usual!

Any problem in CRM – 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 #3} Overview of Preview features in PowerApps

In this post of Power 2020 blog series blog 3, we will go through the Preview features in PowerApps

Preview Features:

These features are turned on by default.

Delayed Load

By enabling this feature, we can improve our app performance. This means if your app has multiple screens and multiple data sources, your app performance may suffer. So by enabling this feature, you can prevent this issue.

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Common Data Service new file and image data types

Once you enable this feature, your app will support image and file datatype from Common Data Service. For this feature work, “Improve data source experience and Common Data Service views” feature must be “On” in your app.

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Enable improved data table control selection and Value property

Using this feature, you can improve updated field selection on Data table control in Canvas. By turning on or turning off this feature will not affect your existing data table controls. You can find this setting under the Preview feature section.

When turning on this feature, your Edit fields pane will look like this.

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Enable enhanced Microsoft SQL Server connector

This feature added to Active Directory authentication in the SQL Server connector. If you turn on this feature, you will promote to select Authentication type in your app. Then you can choose “Azure AD Integrated” from the drop-down.

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Hope it helps and Power 365ing as usual!

Any problem in CRM – 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 #2} Overview of Advanced Settings in PowerApps

Advanced Settings in PowerApps helps you to control Preview Features, Experimental Features, and Deprecated Features. By navigating File > Settings > Advanced Settings you can find all these features in PowerApps.clip_image002

In today’s article, we will discuss few Advanced settings in Power platform.

Advanced Settings:

Data row limit for non-delegable queries

Using this feature, we can set the size of records to be retrieved from server-based connectors. The default number of records is 500. We can store up to a maximum of 2000 records. But only certain connectors will support delegation.clip_image004clip_image006

Improve data source experience and Common Data Service Views

With this feature, the app designer can improve data source and Common Data Source Views in PowerApps studio and can filter data sets as well.clip_image008

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If you turn off this feature, you might be not able to find the Data source panel icon over the rightedge of the canvas area.clip_image002[5]clip_image004[5]

Hope it helps and Power 365ing as usual!

Any problem in CRM – 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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