Adding Image field on the form in Dynamics 365 CRM | Power Platform Modern Form Designer [Quick Tip]

If you are predominantly working in Dynamics 365 CRM i.e. the classic Form Designer and have one of the below fields –

You won’t be able to find it to add it on the Form in the Classic Editor.

And you are wondering how you can get this field on the form, then this quick tip is for you!

Modern Form Designer

Given that you are aware of how to get to the modern form designer –

  1. Once you open the Form from Power Apps (https://make.powerapps.com/), you can go to the Solution your Form/Fields are put in.


  2. Then, open your Form from the Solution

  3. And in your Form, if you look for the fields / Columns section to put on the form, you can see the Thumbnail field we created is present.

  4. You can then double click it and add on the Form. And then, this field will also work when using Dynamics 365 CRM Apps like Field Service, Sales etc.

Hope this was useful!

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

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  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!

Modern Advanced Find in Dynamics 365 CRM | Model-Driven Apps

Till now, you were using the classic Advanced Find experience in Dynamics 365 CRM from the very beginning. Now, let’s look at a brand new experience in Model-Driven Apps.

When Modern Advanced Find is not enabled, you’ll see your classic Advanced Find as usual. That’s how you identify that the new experience hasn’t been enabled yet.

Now, let’s see how the Modern Advanced Find will change things in your experience.

Turning On Modern Advanced Find

You can navigate to Power Platform Admin Center [PPAC] (https://admin.powerplatform.microsoft.com/) and then ensure the Dataverse Search (formerly, Relevance Search [Reference: https://powerapps.microsoft.com/en-us/blog/goodbye-relevance-search-hello-dataverse-search/?WT.mc_id=DX-MVP-5003911]) is enabled –

  1. Navigate to Power Platform Admin Center and go to the environment’s Settings –

  2. Then, navigate to Settings.

  3. Turn on Dataverse Search. Here’s another post of mine which puts light on configuring Dataverse Search for your environment – https://d365demystified.com/2021/10/25/configure-dataverse-search-in-power-platform-admin-center/
  4. Then, scroll further down to find the Modern Advanced Find option too. Assuming it will be off till now, turn it on and save the Settings.

Modern Advanced Find

Now, you’ll notice how Modern Advanced Find works –

  1. You’ll first notice that the legacy one has been removed from the Navigation bar itself.

  2. Now, when you click on the Search bar itself, having the Dataverse Search turned on itself, you’ll notice at the bottom the option for Advanced Find.

  3. This will open up on a pane and the first thing expected is that you select the table you want to search in.

  4. I search for Cases.

  5. When you click Continue, you wait for a moment till the screen populates the Filters for you based on the current view you are on or the Default view for the entity.

  6. In case you have used these filters before, you can continue to modify these and add more criteria.

  7. Typically, your Advanced Find view can start to look like this, once you are satisfied with the criteria you need to filter with, click on Apply.

  8. Once the results appear on the view itself like any other entity view, you’ll notice that the view name is now with a * mark. Like, an unsaved record/view. This view will have your custom results.

  9. Now, when you expand the View menu, you’ll notice a few buttons at the bottom.
    Save as new view and Manage and share views

  10. I’ll save this into a new view and name it something relevant to me.

  11. Once I save this, it’ll be my new Personal View denoted with a person glyph. Also, I can select the bottom Manage View option to take actions on the views visible to me.

  12. In the Manage and share views pane, I can see all the System and Personal views and take actions on them.

And that’s it!
Further, I’m waiting updates on how we can do the following which we used the classic Advanced Find for –

  1. Export to Excel buttons (although, you can use the main ribbon’s Export to Excel buttons) – It would take a moment for you to realize if you are used to using the Advanced Find window’s buttons themselves.
  2. XML Export

Hope this was useful!

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

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  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!

Enable Power Automate Pane in Canvas Apps Studio | Preview

Now, you can start creating Flows from within the Power Apps itself and add Power Automate as a Pane on the left hand navigation.

Let’s check out how –

Enable Power Automate Pane

In the App Studio, here’s how you can turn on the Power Automate pane –

  1. In the App Studio, you can see the Settings button, clicking on which will open up the Settings area.
    Go to Upcoming Features tab and look at the Preview section since this feature is still in Preview.

    You’ll find the Enable Power Automate pane option turned off by default.

  2. Before you turn it on, you’ll see the left hand menu doesn’t have a Power Automate icon/section added already.

  3. And when you Turn it On, you’ll see the Power Automate section added.

  4. Now, when you expand it, it appears like you can create a Flow from here.

  5. When you click on Create new Flow, you’ll get the option to start creating from a Template or create a new one like you usually do in Power Automate app itself.

  6. I clicked on Create from blank in the above step, you’ll then get the Flow editor right there and PowerApps as the trigger since this will be triggered from your Canvas Power Apps.

  7. Now, you can continue to build you Flow and once done, it’ll be available in the list to be used.

  8. And you can then use this Flow as per requirement.

Existing vs New Method

Let’s see the subtle difference between the existing and the new method -1

  1. Once you enable this, you’ll find 2 Power Automate buttons (Perhaps this will change in the near future)
    Once will open the new pane and the other existing one will open in the old way in context of the Screen being used.

  2. Additionally, the existing method will open the Power Automate portal itself in the new tab as opposed to opening the Flow in the Canvas Apps Studio itself.

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!

Showing Sandbox or Non Production Apps in Power App mobile app

In some scenarios, as a consultant or developer, you end up working on Sandbox or a Trial environment for Power Apps which you have created.


Environment Type

Now, this is because you are using a Trial yet and don’t see the Apps from other environments which are Sandbox/TrialThe environment’s Apps which I’m expecting to see are this one. A Trial environment.

Power App mobile app

Now, let’s see how you can show these Apps

  1. This is the App you are using on your mobile device.


  2. And if you see the below i.e. only Production apps or No Apps (Because all you have are Sandbox/Trial environments in your tenant)
    And the reason this is the mobile app is disabled to show you Non-Production Apps.

    Click on the profile picture icon on the top left to show the main menu



  3. Look at the bottom and you’ll see the Show non-production apps is disabled.

  4. Flick it to on, you’ll be asked for confirmation.

  5. Once you turn this On upon confirmation, you’ll see the Apps across different Sandbox/Trial environments show up.

That’s it! Hope this was useful.

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

  1. Create a Power Apps Per User Plan Trial | Dataverse environment
  2. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  3. Co-presence in Power Automate | Multiple users working on a Flow
  4. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  5. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  6. Call a Flow from Canvas Power App and get back response | Power Platform\
  7. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  8. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  9. Asynchronous HTTP Response from a Flow | Power Automate
  10. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  11. Converting JSON to XML and XML to JSON in a Flow | Power Automate
  12. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]

Thank you!

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

  1. Expand the Data section and look for Gateways. Then, when you go in Gateways, you will see + New gateway button.


  2. 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

  3. 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.

  4. 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.
  5. Once completed, it’ll ask for the email address (or rather username needed to install the Gateway)


  6. Further, authentication will take place as below (in case you have MFA enabled, that will be occur too)


  7. And, it’ll Sign you in.

  8. 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.

  9. 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.


  10. It’ll take a few moments to configure.




  11. 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 –

  1. Co-presence in Power Automate | Multiple users working on a Flow
  2. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  3. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  4. Call a Flow from Canvas Power App and get back response | Power Platform\
  5. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  6. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  7. Asynchronous HTTP Response from a Flow | Power Automate
  8. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  9. Converting JSON to XML and XML to JSON in a Flow | Power Automate
  10. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]

Thank you!

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

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

  1. 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.

  2. Once you added an event, you’ll see a Column Dependency field which can choose to select fields. (Denoted by arrow in below screenshot)

  3. Here, I’ll select the Website field from the dropdown so that the Lock is established on the field.

  4. 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)

  1. Wherever you add Events on the field/form, look for the Dependencies tab on the window where you add the JS function.


  2. 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 –

  1. HTML Text control in Canvas Power Apps | Power Platform
  2. Configure Dataverse Search in Power Platform Admin Center | Dynamics 365
  3. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
  5. Variables in Canvas Power Apps | Global and Context
  6. Dynamics 365 Solutions’ New Experience in Power Apps, Solution Checker and more
  7. Navigate Screen automatically based on Timer in Canvas Power App | Power Platform
  8. Advanced Lookup in Model-Driven Apps | Power Platform
  9. New App Designer for Model-Driven Apps | Power Platform
  10. Primary Key of Activity type entity in a Dataverse connector in Power Automate | Quick Tip

Thank you!

Create a Power Apps Per User Plan Trial | Dataverse environment

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 –

  1. Fill in an email on which you would want to receive subscription communication email.
    Then, click Next.
  2. In the next step, if the email address doesn’t exist ()-

  3. Next, under Tell us about yourself section, enter the basic details.

  4. Once you fill in these details, click Next. You’ll be asked to enter phone on which you’ll receive the OTP to authenticate

  5. 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.

  6. 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 –

  1. Go to https://admin.powerplatform.microsoft.com/ and you can click on New.

  2. 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]


  3. In case you proceed to create a Sandbox type


  4. You’ll end up having this error which needs at least 1GB space.

  5. That’s why you can go back and change the Type to Trial (Subscription-based).
    Also, notice that the Database will be created.

  6. 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.

  7. Then, provisioning will start.

  8. In a few moments, the environment will be created and you can navigate to it.

  9. Select the environment and click on Open Environment.

  10. 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 –

  1. HTML Text control in Canvas Power Apps | Power Platform
  2. Configure Dataverse Search in Power Platform Admin Center | Dynamics 365
  3. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
  5. Variables in Canvas Power Apps | Global and Context
  6. Dynamics 365 Solutions’ New Experience in Power Apps, Solution Checker and more
  7. Navigate Screen automatically based on Timer in Canvas Power App | Power Platform
  8. Advanced Lookup in Model-Driven Apps | Power Platform
  9. New App Designer for Model-Driven Apps | Power Platform
  10. Primary Key of Activity type entity in a Dataverse connector in Power Automate | Quick Tip

Thank you!

Configure Dataverse Search in Power Platform Admin Center | Dynamics 365

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 –

  1. 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.



  2. 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’

  3. 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


  4. 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

  1. 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.


  2. In the Settings of the Subscription table, you’ll need to expand the Advanced options.


  3. Now, scroll below and you’ll see the option for Appear in Search Results is enabled.



  4. 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

  1. 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 –

  1. Transition effect on Gallery Items when hovered over in a Canvas Power App | [Quick Tip]
  2. Navigate Screen automatically based on Timer in Canvas Power App | Power Platform
  3. Search on multiple columns from a Dataverse table in a Canvas Power App Gallery control | Power Platform
  4. Call a Flow from Canvas Power App and get back response | Power Platform
  5. Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip
  6. Retrieve Hashtags from Text in a Canvas Power App | Power Platform
  7. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  8. Setting Correct Default Mode for Forms in a Canvas App | [Quick Tip]
  9. Rating Control to represent data from Dataverse in a Canvas Power App | Power Platform
  10. Clear a field value & Reset Form in a Canvas Power App [Quick Tip]
  11. Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service
  12. Implement character length validation in a Canvas Power App | Power Platform

Thank you!

Performance Insights for Model-Driven Apps | [Preview]

One of the important aspects of ‘User Adoption’ is also ensure that the Model-Driven App you’ve designed for your Org’s Users stays optimized and ensures the users get the best of it.

Let’s see how we can utilize Performance Insights to help us optimize our Model-Driven App!

Performance (Preview)

Performance Insights is in Preview and here’s how you can access the same.

  1. Go to https://make.powerapps.com/

  2. Now, in your Apps below, select the Model-Driven App you want to view Performance metrics of.


  3. Now, once you open, you’ll see the metrics as below


    Let’s understand how you can read these metrics and take actionable actions on the same.


Understanding the Insights

These insights are categorized based on severity. Let’s see which needs your attention the most –

  1. The Insights can be narrowed based on the timeframe of 24 hours, Unfortunately, I have only 1 Date to show in my case.


  2. I recommend paying special attention to the ones with Warning on them


  3. Now, looking at the first one for example is PluginTraceLog which I left ON while I was working on Plugins on this environment in the App.
    So, if I select the first one


    The right hand pane will detail out what the issue is and what Area to focus on.



  4. Also, if you look at the How to improve part, it’ll point you to the Microsoft Docs for the suggested workaround/action.


    It’ll take you to the Microsoft Docs section of the particular issue in question –


  5. In case you have a new environment and didn’t work inside the App significantly for a particular time frame, you’ll see this message.



    Here’s the complete Microsoft Docs article on the detailed Performance Insights for Model-Driven Apps –
    https://docs.microsoft.com/en-us/powerapps/maker/common/performance-insights-overview?WT.mc_id=DX-MVP-5003911

Here are some more Model-Driven and Canvas Power Apps posts you might want to check out –

  1. HTML Text control in Canvas Power Apps | Power Platform
  2. Disable Recent Records from Dynamics 365 Lookup Control | Model-Driven Apps [Quick Tip]
  3. Advanced Lookup in Model-Driven Apps | Power Platform
  4. New App Designer for Model-Driven Apps | Power Platform
  5. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  6. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  7. How to add Rating Values to Rating Models in D365 Field Service and PSA
  8. Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
  9. Transition effect on Gallery Items when hovered over in a Canvas Power App | [Quick Tip]
  10. Retrieve Hashtags from Text in a Canvas Power App | Power Platform

Thank you!