Install On-Premise Gateway from Power Automate or Power Apps | Power Platform

October 31, 2021 priyeshwagh777 Microsoft PowerApps, Power Automate on premise gateway, on-prem gateway, power apps, Power Automate, Power Platform

Here’s your summary to understand what are On-Prem Gateways in Power Automate and how you can set them up.
The same can be done from Power Apps as well (https://make.powerapps.com/)

So let’s see how you can set it up and get started. This post is for beginners who are looking to install an on-premise gateway. So this should be fairly simple process! 😊

Create an On-Prem Gateway in Power Automate

Here’s how you can create an On-Prem Gateway in Power Automate

Expand the Data section and look for Gateways. Then, when you go in Gateways, you will see + New gateway button.
Then, you’ll be taken to a new webpage (https://powerapps.microsoft.com/en-gb/downloads/). Here’s you’ll be able to Download an on-prem Gateway
Once you click on Download, it’ll start downloading the Installer on your machine.

It’ll complete, then you can simply open it to start installing.
Once you begin the installation, choose where the Gateway folder path should be.
Then, click Install.

And it’ll install and will take a few moments.
Once completed, it’ll ask for the email address (or rather username needed to install the Gateway)
Further, authentication will take place as below (in case you have MFA enabled, that will be occur too)
And, it’ll Sign you in.
Once in, it’ll ask if this is a migration or the first time setup.
Since I’m installing it for the first time, I’ll choose the first option as this is a fresh install.
Upon clicking Next, I’ll be asked to set Properties for the gateway.
So, to identify the machine, I’ll select a name with which I can identify and then enter a Recovery Key which I will store safely with me.
Then, click Configure.
It’ll take a few moments to configure.
And now, you’re done in a few moments. Finally, the Gateway is now installed.

Configuration & Info

Given that your Gateway is now installed, you can always go in the File Explorer where you set it up and open the below app

If you wish to check the configurations in detail, you’ll need to Sign In again

And in Power Automate, you’ll see the Gateway is listed.

And if you open it up, you’ll see the high-level details and status of it.

Here are some Power Automate posts you want to check out –

Thank you!

Column dependency for Event Handlers for Model-Driven Apps – Modern vs Classic form designer | Power Apps Tip

October 31, 2021 priyeshwagh777 Microsoft PowerApps event handlers in power apps, model driven apps, power apps

You must be already familiar with Locking fields on the form in Dynamics 356 CRM so that they are not removed from the form unless you remove the Lock.

Also, it’s a “best practice” to add Dependencies explicitly to your events so that if multiple customers are working on the same form, no one should delete a field which is required by Events added to fields/forms.

In the modern form designer, it looks like below

And when you try to remove the field from the form, you’ll see this error.

Now, there’s also another way you can lock this field and not remove it explicitly due to a dependency – Let’s see what we have in the modern app designer!!

Events dependency in modern app designer

Let’s say you are using the modern app designer to work on your forms, here’s what you notice

For example, you are using the modern App Designer and you are working on Website field on the Account entity.
Let’s add an Event Handler for the Website field in the modern designer.
Once you added an event, you’ll see a Column Dependency field which can choose to select fields. (Denoted by arrow in below screenshot)
Here, I’ll select the Website field from the dropdown so that the Lock is established on the field.
So now, when I look at the field Properties, the Lock will be disabled and I can’t choose to remove it explicitly from the Properties itself.

In Classic Form Editor

Here’s where you can add dependencies to Event Handlers in the Classic Form Editors (I’ll be honest, this usually goes unnoticed and I never cared to add dependency)

Wherever you add Events on the field/form, look for the Dependencies tab on the window where you add the JS function.
And you’ll see the fields which are selected for Dependencies so that they are not accidentally removed.

Here are some more Power Apps related posts you might want to check out –

Thank you!

Create a Power Apps Per User Plan Trial | Dataverse environment

October 29, 2021 priyeshwagh777 Microsoft PowerApps microsoft power apps, power apps

Here’s how you can create a Power Apps trial under the Per App Plan which is of $20!
Link: https://powerapps.microsoft.com/en-us/pricing/

Under Per App Pricing, look for Try New button where you can start the trial setup process.

Setting up a new tenant

Once you use the above link to, you’ll be taken to the Setup page like any other Dynamics trials you must’ve signed-up for –

Fill in an email on which you would want to receive subscription communication email.
Then, click Next.
In the next step, if the email address doesn’t exist ()-
Next, under Tell us about yourself section, enter the basic details.
Once you fill in these details, click Next. You’ll be asked to enter phone on which you’ll receive the OTP to authenticate
Enter code and proceed.
In case you want to change the domain, you can do so before finalizing. Else, you can directly click on Next.

And once this is finalized, you can click on Save and it’ll be locked.
So in case you changed, then click on Next post that.
In the final step, you’ll see the below. Once the info is correct, click on Get Started and you’ll be taken to M365 Admin Portal.

License

If you check the license which is assigned in this, you’ll see the –

Creating a Dataverse Environment

Now, you can create a Power Apps Dataverse environment –

Go to https://admin.powerplatform.microsoft.com/ and you can click on New.
Now, you can set the name of the environment.
Note that the default type is set to Sandbox [I’ll tell you why this will cause an issue]
In case you proceed to create a Sandbox type
You’ll end up having this error which needs at least 1GB space.
That’s why you can go back and change the Type to Trial (Subscription-based).
Also, notice that the Database will be created.
Then, you can proceed. Also, notice that I’m also deploying sample data. Hence, Power Apps based Apps will be setup with demo data and not the Dynamics 365 Apps.
Then, provisioning will start.
In a few moments, the environment will be created and you can navigate to it.
Select the environment and click on Open Environment.
And the environment with sample apps and data will open up!

Here are some more Power Apps related posts you might want to check out –

Thank you!

Configure Dataverse Search in Power Platform Admin Center | Dynamics 365

October 25, 2021October 25, 2021 priyeshwagh777 Dataverse, Microsoft PowerApps dataverse search, Dynamics 365, model driven apps, power apps

Relevance Search in Dynamics 365 CRM recently got renamed to “Dataverse Seach” as you might have seen some updates.

Here’s how to configure the Dataverse Seach in the new Solutions Explorer!

Scenario

Now, in case you search on the Global Search bar for a record and the table which it lies in doesn’t show up – In this case table I’m looking in is ‘Subscription’ – that means that this entity is not configured for Dataverse Search

Dataverse Search

Here are some points on the Dataverse Search –

Dataverse search is enabled directly is you are opted in to 2021 Wave 2 Updates on your environment.
Go to https://admin.powerplatform.microsoft.com/ and open the desired environment’s Features section from Settings.

You’ll find that Dataverse Search is already ON.
Now, navigate to https://make.powerapps.com/ to configure the Dataverse Search for a specific entity.
Go to Solutions and look for the Solution which has your entity
In this example, I’ll use the custom entity I’ve created called as ‘Subscription’
In any solution which has this entity, I can click on Overview on the left.

And then if you look at the right hand side – click on Manage Index
It’ll show the entity which is not enabled for Search – But, notice that it is unchecked – means it is not enabled.

Now, enable and save it

Check if Table is enabled for Dataverse Search

Enable the Table for Search Results. Now, when you are in the Solution in the new Solution Explorer – Look for the Table. In my example, it is Subscription table.
I’ll open the Settings of the Table.
In the Settings of the Subscription table, you’ll need to expand the Advanced options.
Now, scroll below and you’ll see the option for Appear in Search Results is enabled.
And once this is enabled, the results will show up in Dynamics 365

Indexed Columns

Now, here’s how to understand the count of Indexed columns. Limit of 950 columns is imposed in a Dynamics 365 environment.
Refer Microsoft’s Official Post – https://docs.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization#select-tables-for-dataverse-search?WT.mc_id=DX-MVP-5003911

Here’s a snippet from the above mentioned Microsoft Docs to show the count of Indexed Columns calculated towards a Dataverse Search

Hope this helped!

Here are some more Canvas Power Apps posts you might want to check –

Thank you!

Delete App Passwords created by other users in Office 365 | Multi-factor authentication

October 18, 2021 priyeshwagh777 Microsoft Azure app passwords, azure ad, azure app passwords, multi factor authentication, office 365

Now, let’s say you have enabled your users to create their own App Passwords to use in non-browser applications. But, you want to clear the same for a particular user citing there are some security concerns and they needs to be cleared before you start fresh for that user.

Here’s how you can delete App Passwords created for a selected User. Example: Priyesh is a user who has created an App Password since MFA is enforced.

Office 365 Admin Center

In Office 365 Admin Center, go to Users

Once you see all the Active Users, you can simply click on Multi-factor Authentication
Now, you’ll be able to see all the users who use MFA and if they have been enforced and hence, must’ve created their App Passwords. (Only Enforced Users can create app passwords – Allow users to create App Passwords in Office 365 | Multi-factor Authentication)
Now, let’s select Priyesh’s user settings by selecting the user and then going to Manage User Settings.
In manage Settings for this user, you’ll see the option ‘Delete all existing app passwords generated by the selected user‘

Select the same and then Save.
Now, if Priyesh checked the App Passwords / Sign-In (https://mysignins.microsoft.com/security-info), the App Password would be gone!

Hope this was useful! Here are some more Azure / O365 posts you might want to check –

Thank you!

Allow users to create App Passwords in Office 365 | Multi-factor Authentication

October 17, 2021 priyeshwagh777 CRM with .NET Web Applications app passwords, azure app passwords, mfa, multi factor authentication, Office 365 Administration

If you are an Admin User who wish to create App Passwords so that you can use them in your code/web applications so that you don’t have to store credentials in your application? Example: Azure Function you are developing shouldn’t store the password of the User.

At times, you must’ve noticed that why you can’t create App Passwords even when you are having MFA enabled for yourself!

Here’s why –

Scenario

Let’s say the users are logged in and they go to their Office 365 Account where they can add multiple Authentication Methods. Shortcut for that is https://mysignins.microsoft.com/security-info

Once they are in Security Info in order to add new method of Authentication as below
And they don’t get to create an App Password by default.

Let’s enable users to be able to create their own App Passwords from Azure Portal.

Enforce Users to use MFA

Let’s say the Conditional Access above is already set. Now, you need to enforce users to use MFA.

In O365, go to the User in Active User whom you want to allow creation of Azure App Passwords.

Select the user and click on Multi-factor Authentication.
Now, in the multi-factor authentication page, you’ll see the users as whether they are using MFA or not.
As you see below, CRM Admin is Enabled for Multi-Factor Authentication, but not Enforced.

So, you have to click on Enfore button to enforce the MFA.
Now, when you click on Eforce, you’ll see the below message
After enforcing, you’ll get a success message as below.
Once enforced, you’ll see the below status is updated on whoever this is enforced on.

Create App Passwords from My Sign-ins page

Now that we have enforced the User to use MFA, here’s how you can create App Passwords

As shown in the beginning, try to Add a new method
This time, you’ll be able to see App Passwords as an option to select. Select it and click on Add
Next, you can give a name to the App Password you are setting. You can give it a suitable name keeping in mind the purpose of the App Password you are creating.

I’ll just give a sample name here since I want to use it in Azure Functions which I’m working on.
And once it is created in a few moments, make sure you copy it before clicking on Done. Else, you can’t retrieve this later and it will be created without you noting it down.
And it’ll be listed among other authentication methods

Additionally, it is recommended to also review setting up Conditional Access policies too while setting up Azure AD Multi-Factor Authentication – https://docs.microsoft.com/en-us/azure/active-directory/authentication/tutorial-enable-azure-mfa?WT.mc_id=DX-MVP-5003911

Hope this was helpful! Here are some more D365 posts which you might be interested in –

Thank you!!

Use Hierarchy in Roll Up Fields in Dynamics 365 CRM

October 5, 2021 priyeshwagh777 Dynamics 365, Dynamics 365 CE hierarchy settings in dynamics 365, roll up fields, roll up fields in dynamics 365 crm, use hierarchy

Here is the use of Use Hierarchy in Dynamics 365 CRM Roll-up Field’s Use Hierarchy option when defining the logic of the Roll-up fields.

Scenario

Let’s consider this out-of-the-box scenario where an Opportunity Rolls up Est. Revenue to the Account it is tagged to. Also, that Account also has another Account set in the Parent Account field.

So, the hierarchy here is Account (Parent Account) -> Account (child Account) -> Opportunity

Now, our demonstration of Use Hierarchy will show where does the Open Revenue (field on the Account) should Roll up from it’s own Account or from the Opportunity of the child Account’s Opportunity as well.
You’ll see a Hierarchy Icon to all records that participate –

And when you select either of them, you’ll be able to click on View Hierarchy button on the view’s Ribbon

This will show you how the Accounts are arranged in hierarchy

And here’s where you can access your Hierarchy Settings

Let’s see!

Use Hierarchy in Roll Up fields

Here’s how you would see the option to switch between Use Hierarchy in the Roll Up fields in Dynamics 365 –

Use Hierarchy: YES

Now, assuming this is set to Yes and it selects the OOB relationship that defined this hierarchy

Consider the child Account “Alpine Contoso” (This is a child account of “Alpine Ski House Main“)
And this Account Alpine Contoso has it’s own Opportunity worth of $25K
Now, let’s look at the Alpine Ski House Main‘s Opportunity which is worth $30K
Now, the Open Revenue for this child Account “Alpine Contoso” is $25
However, since we are using Hierarchy as YES and selected the relationship between the self-lookup of Account itself, this value will also add up to the Open Revenue of the parent Account “Alpine Ski House Main” is $30K + $25K = $55K

Here, we saw that the Open Revenue from the child Account too Rolled up to the Parent Account.

Use Hierarchy: NO

Assuming, the Roll-up field is now set to NO to Use Hierarchy, let’s see the difference on the Parent Account “Alpine Ski House Main” itself.

If we look at the Alpine Ski House Main‘s Open Revenue value, it’ll only have $30K
This $30K belongs to it’s own child Opportunity and not child Account i.e. Alpine Contoso‘s Opportunity.

Hope this was helpful! Here are some more D365 posts which you might be interested in –

Thank you!!

D365 Demystified

A closer look at Microsoft Dynamics 365.

Month: October 2021

Install On-Premise Gateway from Power Automate or Power Apps | Power Platform

Create an On-Prem Gateway in Power Automate

Configuration & Info

Column dependency for Event Handlers for Model-Driven Apps – Modern vs Classic form designer | Power Apps Tip

Events dependency in modern app designer

In Classic Form Editor

Create a Power Apps Per User Plan Trial | Dataverse environment

Setting up a new tenant

License

Creating a Dataverse Environment

Configure Dataverse Search in Power Platform Admin Center | Dynamics 365

Scenario

Dataverse Search

Check if Table is enabled for Dataverse Search

Indexed Columns

Delete App Passwords created by other users in Office 365 | Multi-factor authentication

Office 365 Admin Center

Allow users to create App Passwords in Office 365 | Multi-factor Authentication

Scenario

Enforce Users to use MFA

Create App Passwords from My Sign-ins page

Use Hierarchy in Roll Up Fields in Dynamics 365 CRM

Scenario

Use Hierarchy in Roll Up fields

Use Hierarchy: YES

Use Hierarchy: NO

Create an On-Prem Gateway in Power Automate

Configuration & Info

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Events dependency in modern app designer

In Classic Form Editor

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Setting up a new tenant

License

Creating a Dataverse Environment

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Scenario

Dataverse Search

Check if Table is enabled for Dataverse Search

Indexed Columns

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Office 365 Admin Center

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Scenario

Enforce Users to use MFA

Create App Passwords from My Sign-ins page

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Scenario

Use Hierarchy in Roll Up fields

Use Hierarchy: YES

Use Hierarchy: NO

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