Month: January 2020

Adding a Canvas PowerApp to Teams

priyeshwagh777 CRM with .NET Web Applications, Microsoft PowerApps, Microsoft Teams , , , ,

Let’s take a look at how you can simply export the Canvas App from your Organization and import it to Teams. And you should be good to go!

Exporting Canvas App

  1. Assuming you are an Admin and you have Owner/Co-Owner rights to the App, you can click the ellipses part on the App and look for Add to Teams option.
    addToTeams
  2. Once done, you can check on the right hand-side to see some details and Download the zip file of the Canvas App when ready
    downloadApp
  3. And that’s it, it gets downloaded like any other Model Driven/Canvas App solution file.
    downloaded

 

Importing App to Teams

  1. Now, you can import the same as a custom App in Teams. Navigate to the Apps section and look for Upload a custom app in menu as shown below.
    uploadACustomApp
  2. Now, chose the Org you want to import the solution file to. In my case, it’s just one organization, you may have multiple.
    selectOrg
  3. A dialog box will pop up to ask you to select the solution file, navigate to the saved location and pick the file.
    selectSolution
  4. And you’re ready. The App has been imported. You can see it in the Apps section under Built for CFT 146.
    findAppOnTeams

 

Adding App Per User

Each user needs to add the App themselves in order to be able to access it.

Also, remember that the user who is adding the App should have rights to access the App itself i.e. the App should be shared with those users.

Let’s say Kuldeep is another user in the CFT 146 Organization. He can explicitly search for the App and add it as below –

  1. Go to Apps, then look for the area, Build For <Org Name> and then look for the App that was imported.
    Attendees AppfindAppOnTeams
  2. Click on the App, and the dialog box will provide with a button to Add to Teams, along with other details mentioned alongside.
    clickAdd
  3. Once added, it will appear next in the left navigation menu and you can simply run it by clicking on it.
    appRunning
  4. In case the user doesn’t have appropriate rights on the App, they will see this message when trying to open the App in Teams.
    errorInAccessing

Hope this helps!! Happy 365ing!

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Correctly connect to an Excel file in a Canvas PowerApp

priyeshwagh777 CRM with .NET Web Applications, Microsoft PowerApps , ,

Now, just putting an Excel with some crude data in it won’t really be identified in the Canvas App you are making. Perhaps you’re missing something.

Let’s say, I want to read an Excel file from OneDrive For Business into my Canvas App, I select the Excel file from the OneDrive for Business connection like below –

excelToConnect

But, I’m treated with the below error while making a connection – CanvasAppExcel

 

Correcting your Excel

Well, if your Excel looks like this –

crudeExcel

Then, that’s the reason Canvas App is not able to connect to the data in the Excel. Here’s what you need to do – click on the top left corner of where your Table should start from and then click on Table from the Insert tab as shown below
convertToTable

Confirm that diagonal end of the Table you want to consider and click OK once confirmed
confirmSelection

Once you confirm, you’re Excel data will look like this which is correctly formatted into a Table –
formattedTable

 

Reading the Table

Now that you’re set, you should be able to read the Excel file’s Table which you can connect to.
tableAppeared

Hope this quick tip helps!!

 

Create a support Queue in Dynamics 365 CRM

priyeshwagh777 CRM with .NET Web Applications, D365 Admin Center, dynamics 365 administration, Office 365 Administration , , ,

I thought I should share my best practice of creating a quick Support Queue purely to receive Emails in Dynamics 365.

In my example below, the support email address is a User in Office 365 assigned any license that has Exchange Online service present. My example user needn’t have a Dynamics license for purely for the purpose of a Queue. Your application may vary.

Let’s take a look!

Support Queue Email

Now, typically a Support Queue’s Email is purely to track support requests raised over the email address provided. Typically, support@emailaddress.

  1. To start off, I’ll create a user in Office 365 called Support Queue and the login address I choose is support@cft146.onmicrosoft.com and assign only the license which is needed for the Queue i.e. any license having Exchange Online service in it, (E5 in my case) you may chose any other.
    licenseAssigned.png
  2. Then, I make sure my Mailbox is created in a few minutes post assigning the licence and then I’m good to go once I setup the Timezone and Language on the mailbox.
    mailboxReady.png

 

Create a Queue in D365 CE

  1. In D365 CE, directly head-over to create a Queue in D365. Assuming you are a System Admin, head over to Settings > Service Management and go to Queues. And then create a new Queue.
    queueInD365

    newQueue

  2. Enter the details as below, remember to keep the email address the same as the Exchange Email address for this user and click Save.
    createQueueDirectly.png
  3. Once you click Save, the Mailbox will be automatically created.
    SupportQueueMailBoxCreated.png
    That’s it. Now, let’s head towards enabling the mailbox for Server Side Sync.

Enable Server Side Sync on the Support Mailbox

To enable Mailbox, the Email address needs to be Approved by the Global Administrator of O365. [Your org could even be set to not requiring any Approval prior to enabling synchronization, you may need to ask you Admin for the same]. But assuming it’s required – approveEmail

Note that Incoming Email and Outgoing Email above is set to Server-side Synchronization or Email Router. [Incoming enabled is a must to receive emails in the system]. Click OK.
clickOKApprove

Once this is confirmed, see in the next step – the warning message disappears which is shown previously and you can now Test & Enable Mailbox for Server Side Sync. Now, click on Test & Enable Mailbox
test&amp;Enable

Make sure that if you have multiple environments and you want to sync with only the current environment, check the option as below and then confirm.
confirm1EnvironmentOnly

Now, once the test is completed, you’ll be able to see the Success in the Active Mailboxes
enabledSuccessfully.png

 

Testing the Queue

Now, the Queue is ready to receive emails already. If you take look at the Queue, the test emails must have already come in by now.
QueueIsCorrect.png

Now, let’s say that a user has submitted an email to support@cft146.onmicrosoft.com [Your support email here 🙂 ], it will appear in the Queue as below
emailSent.png
itemReceived.png

And then you can continue to build your Queue use cases as per your requirements.

Hope this helps!

Create new Sandbox and copy Production over to it in PowerPlatform Admin Center

priyeshwagh777 CRM with .NET Web Applications, Power Platform , , , , ,

This is one of the standard approaches if you want to copy over a Production instance over to a Sandbox one. Most common scenarios being when you’ve on-boarded a new client to Dynamics 365 / PowerPlatform and you’re nearing Go Live for the first time!

You need a Sandbox to then follow new customization on the Sandbox and avoid doing anything on the Production. Here’s how you copy over from Production to Sandbox!

 

Creating a Sandbox

  1. Create a new Environment by clicking on the +New button as below
    newButton.png
  2. Now, you can directly create a new Sandbox environment in the PowerPlatform Admin Center (https://admin.powerplatform.microsoft.com/environments)
    Remember: Both the source and target environments need to be in the same region to copy.
    createSandbox.png
  3. Additionally, I’ve selected the Create a Database option too since I want to speed up the process.
    addingDatabase.png
    Note that you can chose which all apps you want to deploy if you chose Enable Dynamics 365 apps

And that’s it. You’ll need to wait for some time until this is processed!

If you’re also looking to create a Database explicitly for an existing environment using a previous method, you can check this post – Create new CDS Environment and Database quickly from PowerApps Admin Center

While this happens in the background, you can see the message on the Environments section on the Power Platform Admin Center
preparing.png

 

And upon completion, you’ll see the below message
completedCreation.png

Copying From Production to Sandbox

Next step is to copy over the Production to the newly created Sandbox environment.

  1. Select the Production environment you want to copy over and look at the ribbon, you’ll see a copy button.
    copyButton.png
  2. Once you click on the Copy, you’ll be asked about the target environment, chose the created Sandbox.
    selectTarget.png
  3. Once you confirm, the copying process will start. And you’ll be taken to this page which tells you what stage the process is in –
    currentProcess.png
  4. Once all the copying is completed, this notification will appear. Now, the next step is to turn off Administration Mode. Click on settings link as shown below by arrow.
    copySuccess.png
  5. Once you flick the switch and Save, Administration Mode will be disabled letting others to log in as well. Additionally, now we have the option to keep Background Operations On as well while keeping Administration Mode On as well.
    disableAdminMode.png

Now, you are all set. Hope this helps!

What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?

priyeshwagh777 CRM with .NET Web Applications, D365 WebAPI / JavaScript , , , ,

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.”

On the console of the browser, you’ll see this –
consoleLoggedError

But, if you open the <objectName>.responseText of the Failure message of the call, you’ll see the below –

originalErrorA more zoomed view of the error would be below –

badRequest

This is because of my typo in the code [Which is the case for most scenarios] where you mistype a name of the field and neither does the error itself doesn’t specify which field you’re missing out on nor what it means!

Reason

This is because of a simple typo  in one of the fields in the object I was creating using AJAX

faultLine

In my case, this should have been “entity.duration” and not “entity.durationn“.

It was a simple issue which led me wander troubleshooting in areas which I shouldn’t look into.

Hope this saves you some valuable time! Happy 365ing!