Do Until action in Power Automate

Let’s look at what Do Until Action does in Control connector in Power Automate. In case you are a newbie or have used Power Automate till now to some extent, hopefully you find this post useful and easy to understand.

Explanation

Do Until will run iterations till the condition value is False. Once the value becomes True, it will break out of the loop.

Do Until

Here’s what the Do Until action will do –

  1. If you search for Control connector or the Do Until action itself, you’ll see this.

  2. Now, let’s see what the control parameters are and how we can use the condition to define how the Do Until will run.
    Explanation: We have a variable Text Input with value “A“.
    And, we want to run the Loop in Do Until till the value of Text Input becomes “A“.

    However, if the first iteration of the Do Until itself has Text Input = A, it will still run 1 iteration and then break out of the loop and not skip the loop right away.

  3. Now, in the body of the loop, I’m setting the value of the same variable “Text Input” = “B”.


    Here, the result will be the loop will outrun the maximum no. of iterations because the condition of Text Input = “A” was never true except for the first iteration as mentioned in #2 above.

    I’ll explain in the next section why it ran for 60 iterations.

  4. And, if we set the Text Input = “A” in the body of the loop, the first iteration will run and in the next iteration, it Text Input = “A” will be true and hence, break out of the loop and not execute any further.


    So as mentioned above, the 1st iteration will run and the next iteration will detect the true value and exit out of the loop since the loop was supposed to Run till the value of Text Input = “A


    Now, let’s look at why the iteration ran a certain number of times.

Change Limits

As you noticed by now, there’s a section called as Change Limits in the Do Until connector, let’s see what parameters can be set.

  1. Once you expand the Change limits section, you’ll see 2 parameters – Count and Timeout.

  2. Count will be the maximum count the iterations should run in case the value never becomes true.
  3. Timeout will take the time duration of how much time the loop should continue to run mentioned in https://en.wikipedia.org/wiki/ISO_8601 (ISO 8601 format).
  4. At least 1 property is mandatory for you to execute Do Until.

Hope this helps!

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

  1. Showing Sandbox or Non Production Apps in Power App mobile app
  2. Create a Power Apps Per User Plan Trial | Dataverse environment
  3. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  4. Co-presence in Power Automate | Multiple users working on a Flow
  5. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  6. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  7. Call a Flow from Canvas Power App and get back response | Power Platform\
  8. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  9. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  10. Asynchronous HTTP Response from a Flow | Power Automate
  11. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  12. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Upgrade Dataverse for Teams Environment to Dataverse Environment

Given that you have licenses already in place along with the required Capacity in order to Upgrade from Dataverse for Teams to Dataverse, upgrading the same is an extremely easy process –

Upgrade to Dataverse

In case you have Dataverse for Teams environment and you want to upgrade to Dataverse, here’s what you do in the Power Platform Admin Center (https://admin.powerplatform.microsoft.com/)

  1. Go in the Dataverse for Teams (Microsoft Teams) type of Environment and look for the Upgrade button on the top right corner.

  2. Here’s what the Welcome Page looks like, make sure you understand the operation you are doing as this is permanent and cannot be undone!
    Here’s the detailed Microsoft Documentation on the difference between Dataverse for Teams and Dataverse itself – https://docs.microsoft.com/en-us/power-platform/admin/about-teams-environment?WT.mc_id=ppac_inproduct_env#promotion-process?WT.mc_id=DX-MVP-5003911

  3. Once you clicked on Next, you’ll need to agree to Terms and then confirm the same. Again, this operations is a permanent and can’t be reversed.

  4. It’ll start the process just like any other standard environment change process in Power Platform Admin Center (https://admin.powerplatform.microsoft.com/)

  5. This is how it will look while it is being Upgraded.

  6. This took over 1-2 hours. And once done, your environment will be upgraded.

Hope this was helpful!

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

  1. Create a Dataverse for Teams environment and add a Canvas App in a Channel
  2. Showing Sandbox or Non Production Apps in Power App mobile app
  3. Create a Power Apps Per User Plan Trial | Dataverse environment
  4. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  5. Co-presence in Power Automate | Multiple users working on a Flow
  6. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  7. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  8. Call a Flow from Canvas Power App and get back response | Power Platform\
  9. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  10. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  11. Asynchronous HTTP Response from a Flow | Power Automate
  12. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  13. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Create a Dataverse for Teams environment and add a Canvas App in a Channel

If you are used to creating environments in your Power Platform Admin Center (https://admin.powerplatform.microsoft.com/) and wondering how you can create a Dataverse for Teams environment, you can check this post –

So by default, you cannot create a Dataverse for Teams or (Microsoft Teams) environment in your Power Platform Admin Center and it looks like this

Go to Teams

Navigate to the Teams itself and we will take it from there –

  1. When in Teams, click on the three ellipses and search Power Apps in the App Store within Teams to install Power Apps.

  2. Now, click on Add.

  3. Once this is Added, you can start creating your first App. This will create the Dataverse for Teams environment which you will later see in Power Platform Admin Center.

  4. Once you start, you need to select at least 1 Channel from the list – without which you cannot proceed to creating your first App in the Power Apps for Teams.

  5. Then, I select one of the channel I want the App to be in and click on Create.

  6. Then, it takes a few moments to provision the same. Meanwhile, the Microsoft Teams environment is created in you Power Platform Admin Center of type Microsoft Teams.

  7. The Org looks like this when you click on it as shown above. (We’ll come to this later)

  8. While in Teams, you’ll probably see this – Ignore it or hit Retry.

  9. Once you click on Retry, you’ll see the same Power Apps main page.
    Now, do the below till #13 only if you want to create a new Canvas App in your Dataverse For Teams Environment. Else, you can directly go to the Channel itself to add the app which I’ll show in the next section.
    To create Canvas App – Click on Create an App again and this will open the new Power Apps Studio Editor

  10. And because I see the error in #8 above, I again had to select the channel I want to create my App in.

  11. Now this time, I’m given this Editor where I can mention the name of the App.


  12. App will be created and you’ll see it in Recent Apps in your Power Apps in Teams. It may take a few moments for the Recent Apps section to appear for you.
    Click on Publish to Teams to make the App live to use.

  13. Here’s how the Recent Apps section will display the App you just created.



Adding an App to a Channel

Now, here’s what you do when you want to add an existing App to the channel in Teams –

  1. Now, let’s say that you have worked on your App and that you want to show it on the Tab in a Teams channel, click on Publish button once you are done with Editing the App.


    You’ll see this, click Next if you don’t want to Edit any other details.

  2. Clicking on that, you’ll be asked the channel you want to make this available to.


    You’ll see the Dataverse for Teams environments, then click on the + sign. It’ll then show the Tab on which the App will be shown.

  3. App will be published on that Channel.

  4. In the Power Platform Admin Center, under the Environment, you’ll see the App listed as well.

Hope this was useful! Here are some Power Platform posts you want to check out –

  1. Show only configured Activities Related records section | Power Platform Admin Center
  2. Reflecting Metadata changes in Flow for Dataverse connector
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Blocking Attachment Extensions in Dynamics 365 CRM

You might not want to have certain attachments in Dynamics 365 CRM as it doesn’t make sense for those file types to be considered as attachments. For example – Video Files, Zip Files in case you are skeptical as to what they might contain.

Hence, to counter that – here’s how you can block specific attachments extensions from being used in Dynamics 365 CRM environment.

Blocked Attachment Extensions

Navigate to Power Platform Admin Center (https://admin.powerplatform.microsoft.com) and then follow the steps below –

  1. In Power Platform Admin Center, select the environment which you want to review what attachment extensions are to be blocked and then click on Settings

  2. Then, expand Product section and go to Privacy + Settings.

  3. Here, you’ll find the Blocked Attachments section which lists all the file extensions that are blocked in Dynamics 365 CRM environment which you have chosen.

  4. Notice that each attachment is separated by a semicolon and the last one doesn’t end with a semicolon.
    To keep the example simple, I’ve entered pdf and we’ll see what error is thrown when the PDF attachment is entered in Notes in CRM.

  5. You can save your changes upon making sure the desired attachments are blocked.

Error for blocked attachments extensions

Now, when you try to attachment files with the blocked extensions, see what happens –

  1. Let’s say as per the above example, we are blocking the PDF extension type.
    Then, let’s try to attach a file to the Sample Note in the Account record.

  2. And I select a PDF file –

  3. And when I try to save the Note, the below error pops up prohibiting me from entering the attachment file which the blocked extension.




    The error will say – “The attachment is either not a valid type or is too large. It cannot be uploaded or downloaded.
  4. However, as the above error suggests, I tried to download the attachment after I unblocked -> uploaded -> blocked the attachment, I was still able to download the PDF file through the browser’s inbuilt functionality.

Hope this was useful!

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

  1. Showing Sandbox or Non Production Apps in Power App mobile app
  2. Create a Power Apps Per User Plan Trial | Dataverse environment
  3. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  4. Co-presence in Power Automate | Multiple users working on a Flow
  5. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  6. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  7. Call a Flow from Canvas Power App and get back response | Power Platform\
  8. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  9. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  10. Asynchronous HTTP Response from a Flow | Power Automate
  11. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  12. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Show only configured Activities Related records section | Power Platform Admin Center

Here’s a setting which I personally don’t think would matter much and I’ll get to why I think like that.

Show Activities only configured in the App

Let’s navigate to the Settings for the organization in the Power Platform Admin Center (https://admin.powerplatform.microsoft.com) –

  1. Click on Settings once you are in the environment which you want to configure this feature.

  2. In Settings, go to Features.

  3. In Features, you can scroll to the bottom and see this option.

  4. What this Turned Off feature does is show all the Activities in the (example: Sales Hub) App -> Related section of the records’ + New Activity button


    And the + New Activity button in the Activities Associated View will show all the Activities by default regardless if they are configured in the App or not.

  5. However, the gripe is that this doesn’t reflect in the Timeline control by default. You have to change the options in the Timeline control separately. (And the Timeline is the most common way you would create an Activity, right?)

  6. Now, let’s turn this setting On and see the effect.

Turned On

Now, when this is turned on, the Activities’ Associated View’s + New Activity button will only show the Activities which are included in the App itself and not all.

I wished this was also reflected easily on the Timeline control and in the Main Activity View as well from it’s own entity in the SiteMap. Perhaps it could be work in progress. I’ll clarify once I know more! 😊

Hope this helps!

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

  1. Showing Sandbox or Non Production Apps in Power App mobile app
  2. Create a Power Apps Per User Plan Trial | Dataverse environment
  3. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  4. Co-presence in Power Automate | Multiple users working on a Flow
  5. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  6. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  7. Call a Flow from Canvas Power App and get back response | Power Platform\
  8. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  9. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  10. Asynchronous HTTP Response from a Flow | Power Automate
  11. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  12. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Skip requirement to enter authentication method in M365 Login | Turn off Security Defaults

If you newly created a an M365 tenant, this is what you’ll be forced to by to enter authentication methods in this Security Defaults feature –

In most cases, even clicking on Skip for now option doesn’t help and I’m forced to enter an alternate authentication method.
Ideally, for Production purposes, you should keep this turned on. Only if you are on a trial and the tenant you are working on is for learning purposes, it is OK to turn this off.

Turn Off Security Defaults in Azure Portal

Here’s how you can turn off the Security Defaults requirement from the Azure Portal –

  1. Navigate to Azure Portal (https://portal.azure.com)

  2. Again, you’ll see this message so you can choose to skip this since we want to disable the Security Defaults.

  3. Then, go to Azure Active Directory

  4. Once in Azure Active Directory, look for the Settings in the left hand pane.

  5. In Properties, at the bottom you’ll see the Manage Security defaults button.

  6. It would be turned on by default (Yes) which you’ll need to switch to No.

  7. Once you switch to No, you’ll need to select either of the below reasons as to why you are switching it off. I just entered N/A in the Others reason, your reason could be different.

  8. Once you Save it, that’s all. Now you can just close the Window and try to Login again.

Logging in without Security Defaults

When the Security Defaults is turned off, you can see that the login screen will no longer ask you to enter an authentication method –

  1. When you enter password.

  2. And when you sign in, you’re no longer asked to enter a method for authentication and you’re already logged in past that step.

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Project Approvals are stuck in Queued status | PSA / Project Operations Quick Tip

Let’s see if you recently experienced changes in the way you do Approvals in PSA/Project Operations and your Approvals are stuck in Pending/Queued state, here’s what you can do.

Scenario

Recently, if you noticed some changes in your existing PSA/Project Operations – Approval Sets feature has been introduced that needs tweaking for it to work correctly for you.

You might observe that the Approvals are stuck in Queued status for infinite time and you don’t know when they will be successfully approved.
And they appear something like this –

Approval Threshold in Project Parameters

Now, navigate to Project Parameters as below –

  1. Once in Project Service App, go to Administration area and look for Parameters.

  2. In the Project Parameters record, you’ll find this field called as threshold.

  3. Then, you can enter a Threshold number so that your Approvals are not stuck when you Approve them.


  4. Then, Approve the Time Entries again (from Project Approvals). And they should go through this time.

  5. You’ll see a message that it will denote that the Approvals have been queued for Approvals and that they will be Approved. Then, you can look at the My Past Approvals view to find the completed Approvals view in Approvals.

You can read official Microsoft Docs on Modern Approvals in Project Operations here – https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/approval-set?WT.mc_id=DX-MVP-5003911

Hope this helped!

Here are some more Dynamics 365 Administrator related posts you might want to check –

  1. Enable Plug-in Profiler in Settings area in SiteMap in Dynamics 365 | [Quick Tip]
  2. Disable Recent Records from Dynamics 365 Lookup Control | Model-Driven Apps [Quick Tip]
  3. Language format for Whole Number field in Dynamics 365 CE
  4. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365
  5. Make Managed fields Required in Dynamics 365 – Managed Properties Error [Workaround] | D365 CE Quick Tip
  6. Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform
  7. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  8. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  9. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
  10. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365

Thank you!

Use New Scheduled Board for Dynamics 365 Field Service | Personal and Org Level

Now, the New Schedule Board is now in GA. And here’s how you can turn it on for yourself.

Here’s the old one which you have –

Enable New Schedule Board for Yourself

Here’s how you enable the new Schedule Board for Dynamics 365 Field Service

  1. Navigate to the Schedule Board itself like you would do generally. And you’ll find the New Schedule Board button to turn on.

  2. And in a moment, the new Schedule Board is available to you.
    Note that this is only available to you and not for others.

  3. Everyone else will continue to see the old board unless they turn it on themselves.

Enable New Schedule Board for your Org

Now, if you have only enabled the Schedule Board for yourself and after you found it useful and exciting, here’s how you can enable it for the Org as well which is turned off by default –

  1. Navigate to the Resource Scheduling App in your D365 Field Service environment.

  2. In the Resource Scheduling App, you’ll change the Area to Settings as shown in the bottom and then, go to Administration and look for Scheduling Parameters.

  3. Here, you’ll find the setting to turn on the New Schedule Board which is turned off by Default.

  4. You can turn it on and Save the record itself.

  5. After it is turned on, all the Users will see the new Scheduled Board. Also, no will see the toggle to turn it off for themselves since you turned it On for the entire Org.
    The button to toggle between Old and New Schedule Board will be missing.


Here’s the official Microsoft Documentation on the new Schedule Board – https://docs.microsoft.com/en-us/dynamics365/field-service/preview-schedule-board?WT.mc_id=DX-MVP-5003911

Hope this helps!

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

  1. Showing Sandbox or Non Production Apps in Power App mobile app
  2. Create a Power Apps Per User Plan Trial | Dataverse environment
  3. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  4. Co-presence in Power Automate | Multiple users working on a Flow
  5. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  6. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  7. Call a Flow from Canvas Power App and get back response | Power Platform\
  8. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  9. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  10. Asynchronous HTTP Response from a Flow | Power Automate
  11. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  12. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Create Application Users for Dynamics 365 environment | Power Platform Admin Center

Here’s how you now set up Application Users in Dynamics 365 CRM from the Power Platform Admin Center instead from the Classic UI and let’s see how the process is eased.

Classic UI

Previously, you used to see Application Users view in the Dynamics 365 CRM under Settings > Security > Users.



But it’s not longer available. Instead, you now go to the Power Platform Admin Center.

Register App in Power Platform Admin Center [PPAC]

Now, once you are in the Power Platform Admin Center, you can go to the Environment section –

  1. First, let’s say this is your App in your Azure’s Active Directory in the App Registrations. And now you want to create an Application User in Dynamics CRM for this App.

  2. Now, you can go to the PPAC and in Environments, look for your D365 CRM/Dataverse environment.

  3. In Settings, you’ll see Users, expand the same and you’ll see Application Users which is now it’s own separate option.

  4. Now, you’ll see the Registered Apps I have already and you can add from the “+ New App User” button above.

  5. Now, select the + Add an app button

  6. And you’ll see the complete list of all the Apps that are in your Azure’s Active Directory. Select the one your just created and click Add.

  7. And then finally click Create once you Add the App you want to create Application User for.

  8. And now, you’ll see the App added as an Application User for your environment.

  9. Now, you also need to provide Security Roles based on the requirement. Select the App User, and click on Edit security roles once available.

  10. In my case, I’m giving 3 Roles which I need to give and click Save.

  11. Now, I’ll also see how many Roles have been given to the App User.

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Setup Postman to connect to Dynamics 365 CRM using OAuth 2.0 | Azure App Registration
  2. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  3. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  4. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  5. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  6. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  7. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  8. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  9. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  10. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  11. Call Azure Function from Dynamics 365 CRM using Webhooks
  12. Show Ribbon button only on record selection in Dynamics CRM
  13. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!