CDS Archives - Aric Levin's Digital Transformation Blog http://aric.isite.dev/tag/cds/ Microsoft Dynamics 365, Power Platform and Azure Wed, 11 May 2022 17:22:24 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 Collaboration enhancements in 2022 Release Plan Wave 1 http://aric.isite.dev/dynamics/post/collaboration-enhancements-2022w1/ Thu, 31 Mar 2022 04:34:00 +0000 https://aric.isite.dev/index.php/2022/03/31/collaboration-enhancements-in-2022-release-plan-wave-1/ Collaboration seems to have been on Microsoft’s roadmap for some time now, and with the updates to the Power Platform in the 2022 Wave 1 Release Plan, there are a few enhancements in this collaboration space for Model Driven apps. In this post, I will go over some of these enhancements and demonstrate how this functionality is used and displayed in your dataverse environment.

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Collaboration seems to have been on Microsoft’s roadmap for some time now, and with the updates to the Power Platform in the 2022 Wave 1 Release Plan, there are a few enhancements in this collaboration space for Model Driven apps. In this post, I will go over some of these enhancements and demonstrate how this functionality is used and displayed in your dataverse environment.

First, let’s go ahead and start by enabling these new features. As with previous functionality that I wrote about, enabling the new collaboration features is done via the Power Platform Admin Center. Navigate to your Power Platform Admin Center, select your environment and Go to Settings and Features. Within Features, you will see a section called Collaboration at the bottom of the page (currently). The Enable preview of the modern link sharing UI, co-presence, online status in model-driven apps is going to be set to Off by default. Change this setting to On in order to enable these features.

You can also set the time of the refresh interval for Co-presence, which is set by default to 60 seconds. Don’t set it to a number that is too small or it might have some performance implications. The screenshot below shows you these settings in the Power Platform Admin Center.

2022 Release Wave 1 - Power Platform Admin Center - Collaboration features

Once we have set this option let’s go ahead and navigate back to our Model Driven app. We will open to browser windows with two different users logged in and accessing the same record. What we will see on the screen is that on the right hand side of the command bar, it will display the initials and presence of the other user or users that are logged into the system accessing that same record. This will allow us to quickly connect and collaborate with these other users. The image(s) below show two users logged on to the same record and being able to see that the other is accessing the record.

2022 Release Wave 1 - Collaboration - Co Presence

2022 Release Wave 1 - Collaboration - Co Presence

When you click on the bubble of the one of the users, you will have a couple of options to start collaboration with them. You will be able to Send the other user an email, Start a Teams chat or open their Contact card and start collaboration from there. See these options in the following screenshot.

2022 Release Wave 1 - Model driven apps - Collaboration Options

The next enhancement that is coming out is how the Owner of the record is presented. With this new release plan, the owner will have the presence bubble next to their name. Hovering over their presence will pop up their presence card contact information and list of recent files, and the ability to expand and see their full ownership information. The screenshot below shows some of that information.

2022 Release Wave 1 - Model driven apps - Owner field profile card

Next, we can see that next to the bubble of the other users accessing the record, we have the Share button. This allows us to share and manage the access to this record with other users.

2022 Release Wave 1 - Model driven apps - Share record

Once we click on the Share button, we will be able to select the users and/or teams that we want to share access to this record with, and provide them with the appropriate Read/Write permissions as required. We can see this in the image below.

2022 Release Wave 1 - Model driven apps - Manage Access/Sharing

There are likely to be additional collaboration changes that will be coming up in the new future to Unified Interface, but for the meantime, I hope you will enjoy the enhancements to this Wave Release.

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Modern Advanced Find in Unified Interface – 2022 Release Wave 1 http://aric.isite.dev/dynamics/post/modern-advanced-find-2022w1/ Tue, 22 Mar 2022 01:30:00 +0000 https://aric.isite.dev/index.php/2022/03/22/modern-advanced-find-in-unified-interface-2022-release-wave-1/ The Advanced Find features in the Microsoft Dynamics and the Power Platform has gone back since the inception of the product, and not many changes have been done throughout the years. We have seen some of the plans in the last release with table level filtering, but with the upcoming release of the Power Platform 2022 Release Wave 1, the Advanced Find is getting a makeover.

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The Advanced Find features in the Microsoft Dynamics and the Power Platform has gone back since the inception of the product, and not many changes have been done throughout the years. We have seen some of the plans in the last release with table level filtering, but with the upcoming release of the Power Platform 2022 Release Wave 1, the Advanced Find is getting a makeover.

By default, the legacy Advanced Find functionality will show up after the 2022 Wave 1 is enabled, unless it is configured in the Power Platform Admin Center. To get the modern experience enabled, navigate to the Power Platform Admin Center to the environment that you want this enabled, and click on Settings, and in the Settings page select Product and then select Features. When the Features page will open up, you will see a section called Advanced Find options as shown below

Power Platform 2022 Release Wave 1 Advanced Find - Admin Center Configuration

There are two options that can be enabled for the new Advanced Find. The first is the new modern experience, and the second will allow users to hide System views from their list of views that they usually see in their view selector. Now let’s take a look at this modern experience.

When you click on the Advanced Find button in the navigation bar, it will pop up a panel, where you can select the table that you want to search by.

Power Platform 2022 Release Wave 1 Advanced Find - Select Table

Once you select the table, the page will redirect to the table home page with the default view and the Advanced Filters panel open for filtering. In here you can edit the filter and this will display the results on the page that you are looking for.

Power Platform 2022 Release Wave 1 Advanced Find - Advanced Filters

The view that you now modified (including the column updates and new filter) will show up with an asterisk (*) next to it. When you open up the view selector, you will notice that at the bottom of the list of views, you have two new options: Save as new view (which was previously available on the Command Bar under the Create View command) and Manage and share views as shown in the image below:

Power Platform 2022 Release Wave 1 Advanced Find - View Selector

The Save as new view will simply pop up a window asking for the name and description of this new view, and by clicking Save will create this view to be selected as a Personal view.

The Manage and share view will open a panel with options to determine the Sort order of your views (System before Personal, Personal before System or just in alphabetical order). In addition, each view will have the option to be hidden. This will allow end users to hide System views from their list of views in order to have a short list of Most Commonly used views. There is also the option to set the default view from here.

For personal views (which are followed by a user icon), there are additional options which include Sharing, Assigning, Deactivating or Deleting the views.

Power Platform 2022 Release Wave 1 Advanced Find - Manage and Share Views

If you have Dataverse search enabled in the Power Platform Admin center, you will no longer see the Advanced Find button on the navigation bar on top. Instead you will see the dataverse search bar on top. When you click on the dataverse search bar, it will pop up with default search results, and at the bottom of the search bar you will see the option Search for rows in a table using advanced filters. Clicking on this option will open up the Advanced find panel with the options to select a table as previously shown. The image below shows the Dataverse search window with the link for Advanced filters

Power Platform 2022 Release Wave 1 Advanced Find - Dataverse Search

The one main thing that I can see is still pending is the ability to Export the Fetch Xml, especially for people who are using this for development. I am sure that this functionality will be coming soon, as it is highly requested. If you have multiple environments, you can definitely enable this in your higher environments for your end users, and leave it as old interface in lower environments for development so that you can get the Fetch Xml.

Hope you will enjoy the coming changes.

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Embedded Canvas App Performance Enhancements http://aric.isite.dev/powerapps/post/embedded-canvas-app-performance-enhancements/ Tue, 01 Mar 2022 07:00:00 +0000 https://aric.isite.dev/index.php/2022/03/01/embedded-canvas-app-performance-enhancements/ In the last few months, I have been working on a migration project for a customer from a legacy system to Dataverse, and one of the functionalities included an embedded Canvas app containing multiple screens and quite a bit of functionality. The main issue that was encountered is that within some geographical regions it was taking a longer time than expected to load the app.

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In the last few months, I have been working on a migration project for a customer from a legacy system to Dataverse, and one of the functionalities included an embedded Canvas app containing multiple screens and quite a bit of functionality. The main issue that was encountered is that within some geographical regions it was taking a longer time than expected to load the app.

We opened multiple support tickets with Microsoft to find the root cause of the issue and improved the performance using the Power Apps Review Solution from the PowerCAT team, but it was still not an acceptable load time.

In the last couple of weeks we have gone through the Api calls when the app was loading, and one of the things that we found out was that the app was making 8 calls on load to the primary table hosting the embedded Canvas App, each time retrieving a JSON of 500 records.

Embedded Canvas App Performance - Fiddler Trace

That didn’t make any sense, but we did some further analysis, and the first thing that we found out was the setting of Data row limit, which limits the max number of records to be returned when delegation is not supported, was being called on load multiple times. As we had this setting set up to 2000 it was making 4 calls to return the data on load for each call. We analyzed the data that is to be returned and made some adjustments so that we could accommodate 500 records, and reverted that change.

Embedded Canvas App Performance - Data Row Limit

This change lowered our Api calls on load from 8 to 2.

That was an improvement, but not a full resolution. We are making 2 JSON calls, retrieving 500 records each on the load of the form. This is still taking more time than expected. We were able to get in touch with someone from the product group that provided us some additional insight on this.

The ModelDrivenFormIntegration has two properties, DataSource and On DataRefresh. The DataSource property is set to [@TableName], and the OnDataRefresh is set to Refresh([@TableName]). Each one of these properties is making the Api call that is retrieving the 500 records. Again, doesn’t make sense, but it seems like this is the expected behavior at the time.

Embedded Canvas App Performance - Default ModelDrivenFormIntegration functions

Hopefully sometime in the near future, when Converged Pages can be embedded, this will be resolved.

For now, Microsoft did provide a resolution for this, and there are a few steps.

First, get rid of the code in the DataSource property of ModelDriveFormIntegration. That does not have to be loaded. Once you do that, you might end up seeing a bunch of errors, which you will need to resolve.

Next, on the OnDataRefresh property, add the following Code:

Refresh(TableName); // Note that this is not Refresh([@TableName])

Set(PrimaryId, GUID(First([@ModelDrivenFormIntegration].Data).ItemId)); // Not using the [@ModelDrivenFormIntegration].Item for this.

Next, in order to load data from the Primary record, we can add the following logic

If (!IsBlank(PrimaryId),

Set(PrimaryRecord, Lookup(TableName, PrimaryRecordId = PrimaryId));

)

You should then be able to use the Primary Record to populate and link to data in your embedded canvas app. Let’s look at the sample above as if we were using the Account table. The code on the OnDataRefresh would look something like this:

Embedded Canvas App Performance - Updated On Data Refresh

After adding these modifications, we no longer had the 500 records being loaded on the start of the app. There are still some additional performance issues that we are addressing on preload of Power Automate flows, but those are being addressed as well.

I will update this post with additional findings as we continue our process, but for now, it seems that these latest changes will allow us to go live with the solution. I am still finding some issues were this code is not working in other instances of Dataverse in separate tenants, which I am hoping to address soon.

I hope that this might be of some help in your projects, and looking forward to having converged pages embedded in the form.

Click for a Video demonstration

Special thanks to Srinivasa Dutta and Aaron Richards from Microsoft.

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Audit Retention enhancements in Power Platform Admin Center http://aric.isite.dev/dynamics/post/audit-retention-ppac/ Mon, 14 Feb 2022 16:43:00 +0000 https://aric.isite.dev/index.php/2022/02/14/audit-retention-enhancements-in-power-platform-admin-center/ A couple of days ago, on February 11th, Microsoft introduced a new set of audit features that will help administrators manage internal and external auditing requirements within Dataverse. Currently auditing is used to track changes that are made on the organization records and user access so that these can be reviewed at a later date.

The main issue that is encountered by many organizations relates to the retention policy of audit logs. Until this new changes, there was no retention policy for auditing, and auditing would be kept forever unless manually deleted by the system administrator.

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A couple of days ago, on February 11th, Microsoft introduced a new set of audit features that will help administrators manage internal and external auditing requirements within Dataverse. Currently auditing is used to track changes that are made on the organization records and user access so that these can be reviewed at a later date.

The main issue that is encountered by many organizations relates to the retention policy of audit logs. Until this new changes, there was no retention policy for auditing, and auditing would be kept forever unless manually deleted by the system administrator.

With the new changes, administrators can not select a retention period, so that the audit records will be deleted automatically once that retention period is over. The available options for retentions vary from 30 days to 7 years (30 days, 90 days, 180 days, 1 year, 2 years or seven years). There are also additional options for setting a custom retention period in days or set a forever retention period. The screenshot below shows the default setting prior to making changes to the auditing retention.

Power Platform admin center - retention policy (default)

The following screenshot shows the available options that are available for selection:

Power Platform admin center - retention policy options

When selecting the Custom retention, the screenshot below shows the option to select a custom retention period and enter the number of days that you want to save your audit logs.

Power Platform admin center - custom retention policy

This is a great option when trying to save your log capacity, an issue that I had in the past that required having to go into each environment every 3 months and removing the latest audit log file.

If your tenant is managed by your own Customer Manager Key (CMK/BYOK), this feature does not seem to be available at this time.

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Power Platform 2021 Release Wave 2 Unified Interface Updates – In-App Notifications http://aric.isite.dev/dynamics/post/2021-wave2-uci-in-app-notifications/ Sun, 17 Oct 2021 06:55:00 +0000 https://aric.isite.dev/index.php/2021/10/17/power-platform-2021-release-wave-2-unified-interface-updates-in-app-notifications/ n preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new Notifications table and In-App Notifications.

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In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new Notifications table and In-App Notifications.

Although the In-App Notifications are documented as part of the Power Platform 2021 Release Wave 1, and was make available for Public preview in July, it is not yet available as part of GA, so I will be reviewing this new feature here.

So, what is In-app notifications. In-app notifications provide us the ability to alert users on certain processes that have been completed or required their attention, and these are displayed in their Model-driven app as part of the new notifications icon (or notification center).

This notifications feature is not available by default in every environment, and require a System Administrator or App Maker to make this feature available within the app. In order to enable this, we need to call the following statement (which can be done from the console of our browser window while running our model driven app.

fetch(window.origin + "/api/data/v9.1/SaveSettingValue()",{

 method: "POST",

   headers: {'Content-Type': 'application/json'},

   body: JSON.stringify({AppUniqueName: "ENTER_APP_UNIQUE_NAME", SettingName:"AllowNotificationsEarlyAccess", Value: "true"})

   });

An example of the Unique App Name would be: crde4_MyApp. Once this feature is enabled we will be able to use the Notifications table to display notifications to end users.

Now that we configured our environment, let’s go ahead and create a notification. There are a few required parameters (or recommended) that we need to add in order to display the notification, such as the title, owner and body. The owner of the notification is the user that this notification will be displayed for. There are additional options such as Icon Type, Toast Type Expiration and Data which is a JSON string that is used for extensibility and parsing richer data into the notification. The screenshot below shows you the properties

Power Platform 2021 Release Wave 2 Unified Interface - Notifications - Notification Table Properties

You can read the Microsoft blog on Notification, by clicking on the link below:
https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/send-in-app-notifications#notification-table

Most of the sample in the above link are visible via JavaScript. Let’s demonstrate how this would look using Power Automate flow.

In our example we will create a flow that displays a notification when a new account is created. This is a simple flow, without any additional parameters, or configuration of the JSON string.

Power Platform 2021 Release Wave 2 Unified Interface - Notifications - Basic Flow

Let’s go ahead and create the record. As this logic does not require to create a lot of data, I will just enter some minimal data. The only parameters that the flow is actually using is the name of the account and the creator. The image below shows the record that we created.

Power Platform 2021 Release Wave 2 Unified Interface - Notifications - Create New Account to trigger flow

Once we create the new record, we will receive a notification in the Notification Center or as a toast that the account has been created as shown in the image below.

Power Platform 2021 Release Wave 2 Unified Interface - Notifications - Basic Notification in Notification Center

Now, sometimes the toast notifications are not immediate, and we might have saved the record and closed it, so we would like to have a link back to the record. So let’s go ahead and first modify the flow and see how this works in action. We will add the Data element to create our custom JSON string, so that the user can access the record that was created. The image below shows the changes to the Add New row of the flow to enable a click-through, so that you can open the record that was created.

Power Platform 2021 Release Wave 2 Unified Interface - Notifications - Flow with JSON Data/Action

Once the flow executes, the notification will be displayed to the end user, with a link to navigate to the correct record. Note that sometimes notifications don’t appear immediately and there is a slight delay, but as mentioned previously, this is still in preview.

Power Platform 2021 Release Wave 2 Unified Interface - Notifications - Notification with Action in Notification Center

Additional posts related to the Dynamics 365 and Power Platform 2021 Release Wave 2 will be posted by following the link below:

Power Platform 2021 Wave 2 Release Posts

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Power Platform 2021 Release Wave 2 Unified Interface Updates – Advanced Lookup http://aric.isite.dev/dynamics/post/2021-wave2-uci-advanced-lookup/ Fri, 15 Oct 2021 23:18:00 +0000 https://aric.isite.dev/index.php/2021/10/15/power-platform-2021-release-wave-2-unified-interface-updates-advanced-lookup/ In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new advanced lookup capabilities in the Unified Interface.

The post Power Platform 2021 Release Wave 2 Unified Interface Updates – Advanced Lookup appeared first on Aric Levin's Digital Transformation Blog.

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In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new advanced lookup capabilities in the Unified Interface.

Currently when adding values to a lookup control, there are certain capabilities that allow us to find the records that we are looking for. These capabilities include searching for a record by text and changing the view. We also have the ability to create a new record which will open up the quick create form if available.

The image below shows the current layout of the Lookup controls prior to Wave 2.

Power Platform 2021 Release Wave 2 Unified Interface - Legacy Lookup control

When you open a similar record in Wave 2, initially it seems like this behavior is the same, but you will notice that the Change View has been replaced by Advanced Lookup. See image below:

Power Platform 2021 Release Wave 2 Unified Interface - New Lookup control

So, what is this mysterious Advanced Lookup? The Advanced Lookup will open up a dialog that will display the full view of all the fields that make up the Lookup view for the table that we are triggering. We still have the ability to search in this new popup window, change the view, and every time that the view is changed, we will see the full list of columns in the view (not like we are seeing in the lookup control itself). We are able to select the record that we want, click on Done and get it populated in the Lookup control.

Power Platform 2021 Release Wave 2 Unified Interface - Advanced Lookup dialog for single table lookup

If you click on the link of a particular it will open up that record on a dialog above, so that you can see additional data before selecting the actual record.

Earlier this year, Microsoft introduced polymorphics relationships or multi-table lookups. What this means is that we can have a single lookup control that will provide us the ability of having a data source of multiple tables and not just one (similar to activities, but not multiselect).

There are several ways to create Polymorphic Lookup controls, but probably the easiest way is to do it using the XrmToolBox Polymorphic Lookup Manager plugin. You select the solution and table, add the name of the lookup and then select the entity relationships that are required for this new control.

The image below shows this in XrmToolBox.

Power Platform 2021 Release Wave 2 Unified Interface - XRM ToolBox plugin for polymorphic lookups

Once you have configured your settings, just click on the Create Polymorphic Lookup button, and this will create the new attribute for you. This process can take 15-30 seconds.

If you navigate back to your solution explorer, you will notice that the control is created, but it will not show that the control is a Polymorphic Lookup control, but just a lookup control, and in the related table area it will only show a single related table. Probably something that will be addressed in a later release. The image below shows how this looks in the maker portal.

Power Platform 2021 Release Wave 2 Unified Interface - Polymorphic Lookup in Maker Portal

Now that the control has been created we will go ahead and add it to the form. This is just like any other control that you add to the form. There is no special configuration that is required for this.

In the case below, I created 3 tables to store the manufacturer of a vehicle (Motorcycle Manufacturer, Car Manufacturer and Aircraft Manufacturer). Once I put the control on the form. And click on the search icon on the control, I will see the results from all of the related entities in a single search results, as shown below. You can filter this by record type, by clicking on the link next to Results from, which shows three types of records.

Power Platform 2021 Release Wave 2 Unified Interface - New Polymorphic Lookup

Finally, when we click on the Advanced Lookup link on the polymorphic lookup control, we will get an additional area on the left hand side of the dialog, where we can select which table we want to filter and select the record from. Switching for one option to another will show us different results, but only a single record can be selected. The Add new option on the top right, will now have a drop down next to it, so that if we need to add a new record, we can add the record to the correct table that we want. The image below shows the Advanced Lookup dialog for the Polymorphic Lookup control.

Power Platform 2021 Release Wave 2 Unified Interface - Advanced Lookup dialog for multi table lookup

Additional posts related to the Dynamics 365 and Power Platform 2021 Release Wave 2 will be posted by following the link below:

Power Platform 2021 Wave 2 Release Posts

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Power Platform 2021 Release Wave 2 Unified Interface Updates – Edit multiple rows http://aric.isite.dev/dynamics/post/2021-wave2-uci-edit-multi-rows/ Tue, 12 Oct 2021 06:48:00 +0000 https://aric.isite.dev/index.php/2021/10/12/power-platform-2021-release-wave-2-unified-interface-updates-edit-multiple-rows/ In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new editing capabilities in the Unified Interface when editing multiple records.

The post Power Platform 2021 Release Wave 2 Unified Interface Updates – Edit multiple rows appeared first on Aric Levin's Digital Transformation Blog.

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In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new editing capabilities in the Unified Interface when editing multiple records.

Editing multiple records at the same time has been a feature used in Microsoft Dynamics/Power Apps for as long as I can remember.

You would basically have to select multiple records click on the Edit button, and this would display a pop up and empty form, where you can make changes to the records and it would update those changes across the multiple records. The screenshot below shows the behavior prior to Wave 2.

Power Platform 2021 Release Wave 2 Unified Interface - Legacy Multi Row Editor

One of the biggest issues that I used to have with this feature is that some fields are not always available on all forms, and the form that was displayed for the multi record editing did not always have those fields that I was looking for.

Seems like this has been addressed with the new Edit multiple rows feature that is being released as part of Wave 2. The screenshot below shows the Edit Multiple Rows that is part of Wave 2.

Power Platform 2021 Release Wave 2 Unified Interface - Wave 2 Multi Row Editor

As you can see, a form is being displayed as a pane on the right hand side, and it looks just like a form that I would be opening if I wanted to created or edit the record. We have a display of the number of records that we are editing, the selected form and the tabs that I can navigate through. So how does this resolve the issue that I mentioned above?

The ability to change the forms, allows me to continue the Multi Row editing capabilities on a different form. If I have an Admin form containing all the required fields, I would be able to make the changes in that form, and it would apply to all the required fields.

The screenshot below, comes from the Microsoft Docs page showing the different parts that make up the Multi Row editing screen

Power Platform 2021 Release Wave 2 Unified Interface - Components Legend

The legend for the above image is as follows:

  1. Shows the number of rows that you’re editing.
  2. Shows the form title.
  3. Select the chevron icon to switch from the default form to another form.
  4. Select a tab to edit the columns on the form. The header column is always listed on the last tab.
  5. If you changed the data for a required column, it needs to contain data otherwise you won’t be able to save your changes.
  6. Shows the form details that can be edited.
  7. Save or cancel your changes. Saved changes are saved for all selected rows.

Additional posts related to the Dynamics 365 and Power Platform 2021 Release Wave 2 will be posted by following the link below:

Power Platform 2021 Wave 2 Release Posts

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Power Platform 2021 Release Wave 2 Maker Portal Updates – Modern Commanding http://aric.isite.dev/dynamics/post/2021-wave2-modern-commanding/ Mon, 11 Oct 2021 05:27:00 +0000 https://aric.isite.dev/index.php/2021/10/11/power-platform-2021-release-wave-2-maker-portal-updates-modern-commanding/ In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new modern commanding using Power FX.

The post Power Platform 2021 Release Wave 2 Maker Portal Updates – Modern Commanding appeared first on Aric Levin's Digital Transformation Blog.

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In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new modern commanding using Power FX.

Command bars are at the core of every model-driven app and appear in many different locations. They are arranged in relation to other commands and are associated with a command bar location. The group of commands associated with a specific location make up a command bar.

One of the biggest deficiencies of the Classic Commands, formerly known as the Ribbon, is that there is no low code solution to customize these commands. Command bars can be difficult to customize and error prone (although life has been simplified with the Ribbon Workbench by Scott Durow).

Modern command bars address some of the gaps and difficulties that we had with the legacy commands, and provide support for both Power FX and JavaScript.

Let’s go ahead and take a look at how we can implement modern commanding within our apps. I will use one of the apps that I previously created for this, and add a command bar button that will use Power FX to show/hide the button as well as a custom function that will execute on the click of the button.

In order to start using the new Command functionality, we first need navigate to the page (table in this case) that we want to work with, and select the Edit command bar (preview) option by clicking on the more options to the right of the table name and selecting that option as shown in the image below. This has to be achieved from the Pages navigation pane.

Power FX Commanding - Edit Command Bar

This will pop up a dialog where we have to select what command bar we would like to customize. There are four available options to select which include the Main grid, Main form, Subgrid view and Associated view. The image below shows these options.

Power FX Commanding - Select Command Bar

Let’s go ahead and select Main form. When the Commands page open, we will see a view that contains all of the existing command bar buttons that are available for the table within the Main form. At this point in time (as this is still in preview, and we don’t know the exact timeline of release), modifying the existing buttons is not currently supported, so any customizations that is needed for this, will have to be done using Ribbon Workbench. The image below shows you the Main form Command Bar before we have added any additional buttons.

Power FX Commanding - Select Command Bar

Now let’s go ahead and create a new command. We will create a simple command that is called Calculate Credit Limit which when clicked will multiple the number of employees in the company by 10,000, and will set it to only be visible when the number of employees contains data.

To start creating a new command, we click on the new Command button on the top of the left navigation pane.

Power FX Commanding - New Command Bar button

Once we click on the new command button, we will see that a has been created. We can move the command (using drag and drop) within the Main form to place it in the appropriate location, however this can only be done for new commands, and not the existing ones. Let’s provide the new command some of the properties, such as the Label, Icon to use and the Tooltip text.

Power FX Commanding - Command Bar button properties

Next, we would like to set the functions for the Action that will be performed when the button is clicked as well as the Visibility of the button. On the right Command Pane, the last two options are Action and Visibility. The Action selection has two options: Run formula and Run JavaScript.

If we use the Run JavaScript option we can provide the name of the library and the name of the function to call when the button is clicked. This is more of a legacy type of action which might be used in the future for enabling the legacy buttons. The Run formula allows us to Run Power FX code when the command is clicked.

We can use the Patch function together with the Self.Selected.Item together in order to update the Credit Limit, and then compare the Number of Employees to Blank to control the visibility of the button. I am still working a few glitches as to what is working and what is not when it comes to Power FX for commanding, but the code below is working properly.

On Select:

Set(TotalCredit, Self.Selected.Item.’Number of Employees’ * 10000);

Patch(Accounts, Self.Selected.Item, {‘Credit Limit’: TotalCredit});

Visible:

Self.Selected.Item.’Number of Employees’ <> Blank()

The following Microsoft Docs pages provide an overview of Modern Commanding, directions on the use of the command designer and how to use Power Fx for modern commands.

Now, let’s look at the end result after adding the button and publishing the app commands.

Power FX Commanding - Calculate Credit Limit Command Bar in use

Additional posts related to the Dynamics 365 and Power Platform 2021 Release Wave 2 will be posted by following the link below:

Power Platform 2021 Wave 2 Release Posts

The post Power Platform 2021 Release Wave 2 Maker Portal Updates – Modern Commanding appeared first on Aric Levin's Digital Transformation Blog.

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Power Platform 2021 Release Wave 2 Maker Portal Updates – Converged Apps http://aric.isite.dev/dynamics/post/2021-wave2-converged-apps/ Mon, 11 Oct 2021 05:03:00 +0000 https://aric.isite.dev/index.php/2021/10/11/power-platform-2021-release-wave-2-maker-portal-updates-converged-apps/ In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new converged apps.

Converged apps allows us to converge a Model-Driven App and a Canvas App into a single app. This does not change the ability to create standalone Canvas Apps, but only the ability to have them available in a single app. The link below details the changes that were announced at the end of July.

The post Power Platform 2021 Release Wave 2 Maker Portal Updates – Converged Apps appeared first on Aric Levin's Digital Transformation Blog.

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In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new converged apps.

Converged apps allows us to converge a Model-Driven App and a Canvas App into a single app. This does not change the ability to create standalone Canvas Apps, but only the ability to have them available in a single app. The link below details the changes that were announced at the end of July

https://powerapps.microsoft.com/en-us/blog/custom-pages-for-converging-model-driven-apps-and-canvas-apps/

In the maker portal, when you navigate to your apps section, you will see the list of both Canvas and Model Driven Apps, and you can still create your apps from here.

Custom pages can be used within our model-driven apps anywhere where all pages are supported. This means the main area of the application, dialogs or the new app side pane. It allows the ability to have functionality that is not achievable using the standard features of model-driven apps, but can be achieved using canvas apps.

Custom pages can be opened from the site map for ease of access or from existing model-driven app logic using the Client Api. Custom pages can also open other custom pages or model-driven app pages. They give us the ability to author pages that are too complex to achieve within the existing model pages.

When we create a new app we can now easily add custom pages and take advantage of Canvas Authoring.

There are a few ways to start with custom pages, but let’s go ahead and start by creating a new app.

First thing, let’s navigate to the maker portal, so that we can start creating the new app. This was previously only available in the preview maker portal, but is now part of the default maker portal (make.powerapps.com).

To start creating the new app, click on the “+ New app” command bar button and select Model-driven from the drop down menu.

PowerApps Converged Apps - New Model Driven App

This will pop up the create model driven app from blank window, where we can select to use the Modern app designer (preview) or the Classic app designer. To start with the Modern app designer, select that choice, and click Create.

PowerApps Converged Apps - Select Design Experience

Next we will need to give the app a name, and an optional description, and click on the Create button.

PowerApps Converged Apps - Enter Name and Description

After a few seconds the new app will be created, and we can start adding pages. There are three different types of pages that can be created, these are table based view and form, dashboard and custom (which is currently in preview). The animated image below shows you the three options.

PowerApps Converged Apps - Select Page Type

We will start by selecting the table type, once selected you will have the option to select the appropriate table or tables that you want to add to your app, and with an option to add these pages to your site map as well.

When you click on the add button, you will be able to see a preview of your app directly from the designer window, basically a preview of what you app would look like. The image below shows you the preview window. You will notice that the center area is the preview, and on the left hand side we see the tables that were added to the app.

The preview area, not only shows you the way the app looks, but allows you to change the layout so that you see how the app will look in responsive design for different devices.

You will also notice the section to the left that is expanded to show the data tables, which contains links to the pages and navigation. This first link shows you the tables, dashboards and custom pages that make up your app, while the second link shows you the site map. These were covered in additional detail in a previous blog post.

New Model-Driven App Designer

Let’s go ahead and add a custom page. Under the pages left hand navigation area (or from the command bar), click on Add page, and select the Custom (preview) option. Once selected you will have the option to create a new custom page or use an existing custom page that was previously created. In our case, since we don’t have an existing custom page, we will Create a new custom page and give it a name.

PowerApps Converged Apps - New Custom Page

Once we enter a name, this will open a new designer, and we can start working on the new app. I have added to the app a couple of galleries and commands so that we can see how this looks and works in our model-driven app. The image below shows the app that we created. Once you are satisfied with the app, click on the Save button and then publish it.

Close the custom page, and then go ahead and Save and Publish the Model-driven app that you created. The animated image below shows the end result of the custom page inside the model-driven app.

PowerApps Converged Apps - Custom Page in Model Driven App

To learn how to navigate between your Canvas app and the model-driven app, you can read more about it in the following Microsoft Docs page : https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/page-powerfx-in-model-app

Custom pages can also be available by calling them from JavaScript within the Model Driven App by using the Xrm.Navigation.navigateTo function and providing a page type “custom”, and providing the name of the custom page (canvas app). You can then open the custom page inline or as a centered dialog. The following Microsoft Docs page includes samples on how to open this page: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/navigate-to-custom-page-examples

Additional posts related to the Dynamics 365 and Power Platform 2021 Release Wave 2 will be posted by following the link below:

Power Platform 2021 Wave 2 Release Posts

The post Power Platform 2021 Release Wave 2 Maker Portal Updates – Converged Apps appeared first on Aric Levin's Digital Transformation Blog.

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Power Platform 2021 Release Wave 2 Maker Portal Updates – App and SiteMap Designer http://aric.isite.dev/dynamics/post/2021-wave2-app-designer/ Sun, 10 Oct 2021 06:15:00 +0000 https://aric.isite.dev/index.php/2021/10/10/power-platform-2021-release-wave-2-maker-portal-updates-app-and-sitemap-designer/ In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new app designer and sitemap designer.

The post Power Platform 2021 Release Wave 2 Maker Portal Updates – App and SiteMap Designer appeared first on Aric Levin's Digital Transformation Blog.

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In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new app designer and sitemap designer.

There are several updates with the new designers and not all will be reviewed in these post, but I will try and highlight most of them.

In the maker portal, when you navigate to your apps section, you will see the list of both Canvas and Model Driven Apps, and you can still create your apps from here.

With just a few clicks, you can build views and forms in the maker portal, and preview your app changes within the same designer. The modern app designer is now available via the maker portal, and does not require navigating to the preview maker portal. In order to start creating a new app, click on the “+ New app” command bar button and select Model-driven from the drop down menu.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - New Model-Driven App

This will pop up the create model driven app from blank window, where we can select to use the Modern app designer (preview) or the Classic app designer. To start with the Modern app designer, select that choice, and click Create.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Select Experience

Next we will need to give the app a name, and an optional description, and click on the Create button.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Enter App Name

After a few seconds the new app will be created, and we can start adding pages. Let’s start and review what we see on the screen once we created a new app. In the Command bar we have 7 buttons. These are Back, New Page, Settings, Switch to classic, Save, Publish and Play. Most of these are pretty obvious.

The New Page allows us to create a new page for our app, which can be either table based or dashboard. The Settings allows us to change the app name and description that we entered before, and specify whether the app will be available offline.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Add New Page

When you select a page type of type table-based, you will be able to select one or more tables to add to the app, and also add them to the navigation (site map).

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Select Tables

When you click on the add button, you will be able to see a preview of your app directly from the designer window, basically a preview of what you app would look like. The image below shows you the preview window. You will notice that the center area is the preview, and on the left hand side we see the tables that were added to the app.

The preview area, not only shows you the way the app looks, but allows you to change the layout so that you see how the app will look in responsive design for different devices.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - App Preview

You will also notice the collapsed section to the left that is expanded to show the data tables, which contain two additional links. The first link is Pages. This link shows you the tables you have selected and the different forms and views that you have access to edit.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Pages Navigation

When a particular page (table) is expanded, in our case Accounts, you will notice that under the table you will see two options for Account form and Account view. When you click on the Account form, on the right hand side you will notice an option for managing the account form. When you click on the Manage forms link, you will be able to select which forms you want to be enabled for this page within the app as see on the image below

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Manage Forms

Within the forms that you added, if you click on the more options (three dots) at the right of the form name, you will see the options to Edit the form or remove the form.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Manage Forms - More Options

If you click on the Edit form, this will open the form in the Maker Portal form designer (in a new tab), where you can make changes to the form directly.

The exact same applies to views. You can add the views that you want to be available to this page within the app and edit the views by clicking on the more options.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Manage Views

The next link is navigation. This is basically your site map. By default the site map will contain a single Area, Group and Subarea, and any additional tables that you have added to the app, either automatically when selecting the entities or manually. You have the ability to rename the areas and the groups, as well as remove any of the existing items (such as the default Subarea1, which is not necessary once you added new tables). The image below shows the navigation that is available once the new tables are created.

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Site Map Navigation

The main thing to notice that when setting up the new app, this is all live data. As you click through the views and the forms, you will be able to switch between them and view the live data of the different views and forms. You will also be able to see which forms and views are enabled for the app, and navigate to edit each of these and edit them from the designer directly.

When you are in your apps view, and see the list of all your existing apps (the ones created using the new Modern experience or old ones, the edit button will now have a drop down option to edit the app using the new Modern design

Power Platform 2021 Release Wave 2 Maker Portal App Designer - Edit in Preview Designer

As this is still work in progress, not all existing apps will be editable in the modern designer, but the new apps that you create can be editable from there. Not sure yet if this is a bug, or future enhancement.

There are still some limitations to the new Modern app designer that will probably be addressed by the time this become available to the general public, or at a later data and features that are missing. You can see those by navigating to the link below:

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/app-designer-overview

Additional posts related to the Dynamics 365 and Power Platform 2021 Release Wave 2 will be posted by following the link below:

Power Platform 2021 Wave 2 Release Posts

The post Power Platform 2021 Release Wave 2 Maker Portal Updates – App and SiteMap Designer appeared first on Aric Levin's Digital Transformation Blog.

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