{Power 2021} Recover Deleted Environment in Power Platform

Microsoft has given the ability to create various kind of environments in Power Platform. Trial environments are often used for temporary POCs and then deleted. But what if you or your team accidentally deleted an Environment and you want to recover it.

Well, follow the following steps to recover a deleted environment (within 7 days of the deletion). In my example, I have deleted an environment called as “Test”.

· Navigate to Power Platform admin centre and click on Environments (Notice a button for Recover deleted environments):

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· Select the environment you wish to recover and Click Recover:

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· Confirm the pop-up that appears:

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· Recovery will be initiated and it can take upto several hours:

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· After recovery, you can see your required Environment back in Power Platform Admin centre:

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Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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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 assist, Please fill the following form for your business needs: Click here

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{Power 2021 – Wave 2} Dataverse search 101: The new way to search in Dataverse

Microsoft has recently introduced a great feature which is the new cool way to search in Dataverse – Its termed as Dataverse search.

How to enable it?

Production environments: Enabled by default

Non-Production environments: Navigate to Power platform Admin centre and you can enable the setting which is highlighted below:

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Tip: Scroll down and don’t forget to hit the Save button on the above screen after enabling it. It will take some time first time you enable this feature(Indexes are being created in the background) – so wait for a while for awesomeness

What tables are enabled by default?

21 in total are enabled by default, here is the list:

Without D365 Apps enabled:

Account (8)
Contact (11)
Goal (19)
Goal Metric (3)
Knowledge Article (56)

With D365 Apps enabled:

Campaign (2)
Campaign Activity (4)
Campaign Response (6)
Case (5)
Competitor (1)
Contract (7)
Invoice (4)
Lead (6)
Marketing List (5)
Opportunity (11)
Opportunity Product (8)
Order (4)
Product (5)
Quote (4)
Service (1)
Service Activity (9)

How to enable the Dataverse Search for tables/columns?

Navigate to the intended solution, Click Overview and select Manage Search index:

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You can see the tables which are already enabled, and select others as per your requirement:

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In our example, am adding Entitlement(notice the way 11 columns are included as a resultant) and click save:

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How to use Dataverse Search?

Navigate to your Model driven App and use Search bar on the top, in my case am searching for a Contact:

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The resultant of the Search:

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Notice, the filters available for Modified on and Created on Date range on the right hand side of the screen.

Let me search something more generic like “Ab”:

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Notice, that Owner filter is also available on the right-hand side now.

Lets Locate the Contact and understand Quick Actions available (Ability to Assign, Email a link or Share the record):

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For another entity which is activity let us see what Quick Actions are available (Mark Complete, Close, Set Regarding, Assign and Email a link ):

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Let us also use Natural language searches, here we are searching for “Open Phone calls”:

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Let us also try Boolean operators, here am Searching for D365 Champs(Account name) + 1234567890(Phone number):

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Let us do some Wild card searching, *D365*:

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Isn’t this going to revolutionize the way we search – off course! Great job Product Team.

What are some important known limitations and considerations?

· Certain fields are counted as multiple fields:

· Lookup: Counted as 3 fields

· Customer: Counted as 3 fields

· Owner: Counted as 3 fields

· Option Set: Counted as 2 fields

· The Find columns in Quick find Views define the fields that are searchable in Dataverse search.

· The View columns in Quick Find View define fields that will be displayed when search is conducted on Dataverse search.

· The Find conditions in Quick Find View are applied on Dataverse search results except for the following clauses:

· Like

· NotLike

· BeginsWith

· DoesNotBeginWith

· EndWith

· DoesNotEndWith

· ChildOf

· Mask

· NotMask

· MaskSelect

· EqualUserLanguage

· Under

· NotUnder

· UnderOrEqual

· Above

· AboveOrEqual

· NotNull

· Null

· Quick Actions can be configured via a new type of rule on Homepage grid commands

· Disabling Dataverse search will remove the index within a period of 12 hours.

· You can configure upto 1000 Searchable fields, out of which 50 are required by Dataverse search system – hence limit is set to 950 fields.

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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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

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{No Code Way} Analysing results for a PowerApps portal poll

In my last blog I have mentioned all the steps required to put up a specific poll on a page.

Please refer to the steps here:

https://dynamicsofdynamicscrm.com/2020/06/02/no-code-way-change-poll-options-for-a-specific-powerapps-portal-page/

In this blog we will see how to analyse the poll results.

Navigate to Portal management app –> Polls, the relevant Poll record and click on Options(Here you will be able to find the count of votes):

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Click on Submissions to get list of submissions done:

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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

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{No Code Way} Change Poll options for a specific PowerApps Portal page

Polls are a great feature in PowerApps portals. However, I have seen them utilized in less scenarios.

They are a great way to increase interaction on your portals.

In one of my recent PowerApps portal projects there was a requirement to change the poll for a specific portal page. Here is the current look and feel of the portal page, notice the poll question available on multiple pages of the portal:

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Now let us make the changes to fit our requirement.

Step 1: In order to do this, first we need to Navigate to Polls and click on New:

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Step 2: Fill in the relevant Poll question as below and click save:

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Step 3: Navigate to options and fill in relevant options one after the other:

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Step 4: First part is now completed. Now let us see how to place this Poll specifically where we want. For this we need to create a new Poll Placement as below. Navigate to Poll placement and create new one. Here fill the right Portal name and Web Template name (this should be the one your portal page uses):

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Step 5: Keep the Poll placement name from last step copied : ”ContactUsPoll”. Next we need to edit the web template. Liquid template knowledge helps here. However, we will just be editing a Poll name. Locate the Web Template named Contact Us and edit the tag as below:

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Now let us see the output.

Let us first navigate to our Contact us page to see that now we have a new poll placed here:

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Now let us go and see other portal pages:

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Thus the poll was added to the specific page we intended.

What is the learning: Try to utilize low code way wherever possible.

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

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{No Code Way} Change the look and feel of Lead Source Option set in PowerApps portal Contact us page

In one of my recent PowerApps portal projects there was a requirement to change the behaviour of default Contact us page where Option Set is not visible without clicking on it. Here is the current look and feel of the portal:

 

 

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To improve this look and feel and show this option set as a set of visible radio buttons to choose from, Here are the steps you need to follow to do it in a no code way.

Step 1: Locate the Entity Form Metadata under Entity form and click on New Entity Form Metadata:

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Step 2: Fill the Entity Form Metadata as below:

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Activate this Entity Form Metadata.

In this way, we are able to utilize the platform in a truly No code way.

Result below from PowerApps Portal page:

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What is the learning: Try to utilize low code way wherever possible.

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

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{No Code Way} Pre-Populate Date field to Current date in PowerApps portal Entity form

In one of my recent PowerApps portal projects there was a requirement to set the current date on one of the sign up pages. As I researched about it, I found articles using scripts to achieve this requirement. The problem with using scripts in such cases is not considering the fact that Client is investing time and money in a low code/no code platform.

Here are the steps you need to follow to do it in a no code way.

Step 1: Locate the Entity Form Metadata under Entity form and click on New Entity Form Metadata:

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Step 2: Fill the Entity Form Metadata as below:

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Active this Entity Form Metadata.

In this way, we are able to utilize the platform in a truly No code way.

Result below from PowerApps Portal page:

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What is the learning: Try to utilize low code way wherever possible.

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

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{Quick Tip} Increasing height of Web resource rendered in a PowerApp Portal

In one of our recent projects, there was a requirement to put a Web resource which is available on Contact entity form and need to be display some static information for Membership sign up.

To our surprise, even after aligning the width of the web-resource it will not show up with proper height on the Entity form once published to the PowerApp portal:

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The workaround is to go to Custom JavaScript in Addition Settings tab under your Entity Form and use the following script:

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$(document).ready(function () {

$( “#WebResource_WebResourceName”).height(‘200px’);

});

//Change the height as per your requirement

Hope it helps and Power 365ing as usual!

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

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{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 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# 6} Adding a PowerApp to Microsoft Teams

Certain times we want to empower users to utilize PowerApps right from the Microsoft Teams. With Blog 6 of the series Power 2020, let’s go through how we can achieve this:

Navigate to the Apps section and select Add to Teams option by expanding the Menu under …(three dots)

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Click on the Download App button on the right pop-up menu that appears:

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A zip file will be downloaded for your App, next Navigate to Microsoft Teams:

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Note: You need appropriate privileges to do this. In case you don’t have the right privilege, you will not see the option to Add custom app as described below.

Under Microsoft Teams login, Select Apps and then click on Upload a custom App option:

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Here upload the zip file which was exported from Apps area in PowerApps. Once done, The app will be available as below:

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In the next step click on the App, In the Popup window click on Add:

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Now you can use your App right from Microsoft Teams:

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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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