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!

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!

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!!

Auditing Enhancements for Dynamics 365 CRM in Power Platform Admin Center

Audit Management has improved lately in the Power Platform Admin Center (https://admin.powerplatform.microsoft.com/), let’s review what’s new!

Auditing in Power Platform Admin Center

Given that you are in the Power Platform Admin Center, let’s look at an org CFT 158’s Audit Settings –

  1. You’ll now see an Auditing section in the environment –

  2. And if you click on Manage as shown below, you can see what all is Enabled / Audited.


    In Manage, you’ll see the below Auditing enabled and also how long the Audit Logs can be Retained for –

  3. And you can choose for a particular environment, as to how long you want to retain the logs for. Let’s say, you don’t want to retain Audit records for Sandbox environments for more than a certain time.

Audit Log Deletion

Now, you have the ability to select what Audit Logs you want to delete based on a certain Table, People/System or from selection of Dates. –

  1. Under the Free up capacity label in the Auditing summary on the Environment in PPAC, you’ll find a link for Delete logs.

  2. In this menu, you’ll be able to select what Audit Logs you want to delete.
    You can select from within a Table, Date selections or Access logs, by people and systems.



  3. Beginning to Date Range
    Now, let’s select by Date i.e. Deleting Logs from beginning and up to the selected Date.
    Now, these are the Audit records for a sample account.

  4. Now, I’ll select a Date i.e. 5th Jan – so, it’ll delete the Audit everything till 5th Jan (will leave 5th Jan probably because of the Timezone issue on my end.)


  5. And once you set this, you’ll be asked for confirmation.

  6. Once you confirm, a Bulk Delete System Job will run and look like below

  7. And if I check my System Jobs (It probably left out 5th Jan’s logs because of time zone not set correctly)
    And everything prior to 5th Jan will be deleted.

  8. So, to verify this, I added 1 more Auditing record and then ran another job for 6th Jan to verify if 5th Jan is deleted or not.

  9. And it deleted the 5th Jan records

  10. Table
    Now, you can also select a specific table/entity you want to delete Logs for.

  11. And select the Tables you want retaining others. I choose Contact for example.

  12. And it’ll ask for confirmation as well. Once I select Confirm, it’ll Delete Audit Logs only for Contact.


  13. And the third type is to delete the Access Logs.

    Note: Please note that at times, some Bulk Delete Jobs could be waiting to be submitted.

Hope this summary was useful!

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!

Enable SharePoint Online integration Dynamics 365 | Power Platform Admin Center

In this post, I will highlight on how you can enable SharePoint Online Document Integration with Dynamics 365 CRM and how these records are structured in SharePoint as well as Dynamics CRM.

Hope this post covers it for you to get started with Dynamics 365 SharePoint Online Integration! 😊

Pre-requisites

Here are the pre-requisites you need to make sure you can enable SharePoint Online integration with Dynamics 365 CE/CRM.

  1. With Dynamics 365 Online, you’ll also need SharePoint Online plan as well which is available with M365/O365 Plans. Example: E3

  2. Also, make sure you are Dynamics 365 Admin as well as SharePoint Admin as well. In case you happen to the be Global Administrator, even better! 😊

Before enabling SharePoint Integration

Before we enable SharePoint Integration, notice that Documents is not shown in related records under entities like Accounts, for example.



Power Platform Admin Center

You can visit Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments) to enable SharePoint Integration

  1. Navigate to Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments) and then to the environment with which you want to enable the SharePoint Online integration with –
    Then, go the to Settings of the Organization –

  2. Under the Integration section, navigate to Document management settings

  3. It’ll take you to the old Document Management Settings in Dynamics 365 CRM. Here, you’ll be able to select the Enable Server-Based SharePoint Integration

  4. The next dialog box will walk you through the steps to enable the SharePoint Integration with your Site. Click Next.

  5. Now, you’ll be asked if you want to enable for Online or On-premise. In this example, we are looking at Online, hence, Online will be selected and you click Next.

  6. Further, you’ll be asked what Site should the integration be enabled on.

  7. It should be the SharePoint Site you want to enable this to, so you can pick it from the SharePoint site itself. Copy the selected URL from your respected SP Site.


    And paste it in the box where URL is asked. Then click Next as shown below.

  8. Final step is to click Finish post the Site is found to be Valid.


  9. At this point, Documents will be visible on entities.

  10. But, if you navigate and try to enter Documents, you’ll see the error message saying that Site is missing

    This completed the first step of the process. Next step is to enable the entities for SharePoint integration of Documents.

Enable Entities for SharePoint Integration

In this section, once we have enable the Dynamics 365 environment for SharePoint integration, we’ll now enable the entities which we want the Document Integration to be enabled on –

  1. Now, you’ll need to enable the entities for Document Management


  2. In this, you have to make enter the URL of the SharePoint Site where you want the Document Library to reside. I’m entering the main SharePoint URL itself and we’ll see where this ends up.
    In this, make sure you select the Entities which you want to enable for Document Management.
    Most of common Business Entities are pre-selected, you only need to paste the URL of the Site location and you are good to click on Next.

  3. Next, it’ll ask the structure of the folders that should be created in the SharePoint.
    To understand Based on Entity, you can check this – https://d365demystified.com/2018/12/17/based-on-entity-folder-structure-in-d365-sharepoint-online-integration-in-d365/

  4. Once you click Next based on your selection, you’ll simply be prompted where the Document Locations are being created.
    You just need to click OK.

  5. Further, it’ll process the entities which were initially selected in #2 above.

  6. In a few moments, this will be completed.
    You can simply click finish.

  7. Once done, you can now check that the error in Account’s Document section is gone and you’ll see that the Documents grid is ready for Documents to be uploaded.

  8. And here’s the SharePoint Folder Structure created in SharePoint.


  9. When you navigate and even if you open the grid on the Dynamics 365 record, the folder is created in SharePoint even if you don’t upload anything.

  10. And for example, you upload a sample Document on the record

  11. It’ll appear in the Documents tab here.

  12. And also on the SharePoint library which we just saw

    Easy!!

SharePoint Site Structure in Dynamics 365

If you are further curious on what happens in Dynamics 365 and which kind of records are created, here you go –

  1. The first record to be created in a high-level is SharePoint Site.
    Under this, a Document Location record is created.

  2. And in this Document Location record, a Default Document Location is created which will house the other records

  3. And in this Document Location record itself (if you open the one marked in the #2 above)
    A child Document Location record is created [And this is created when you open the Document tab on the entity record itself]
    So, go to the Document Locations in related in the Documents on Default Site 1 itself

  4. And these are the records under the Child Document Location records.

    So this is what happens on a very high-level. 😊

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!!

Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center

If you are new to using Dynamics 365 and if you are looking to check how much storage is being utilized in Dynamics 365, here’s how you can check it –

Power Platform Admin Center

Here’s how you check the storage utilization of your Dynamics 365 / Dataverse instances in your tenant –

  1. Provided you have the right access, navigate to the Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments)
    Now, expand the Resources section which would be collapsed as pointed in the screenshot below.

  2. Under Resources, you’ll find Capacity section under the same.

  3. When in Capacity, you’ll see Dataverse section. Although, you’ll still find the summary but not in detailed numbers.


  4. In Dataverse section, you’ll see the list of you Dataverse / Dynamics 365 CRM instances listed and having a summary of their current storage utilization. You can click on the graph icon to further drill down into the details.

  5. Let’s say – I’m into CFT158 environment, so – I’ll see all the details of that environment.
    Also, notice the hamburger menu on the top left.

  6. Clicking on the hamburger menu, you’ll see some options which you can use to view/get this data.
    One important one is to get the details of all the tables (Since only top 10 tables are listed in the view you see)

  7. Let’s say you clicked on Downloaded all tables as shown in the screenshot above, a CSV file will be exported on your system and will contain all the tables’ storage utilization and not just top 10 tables.

  8. Also, here’s a Microsoft Docs link on detailed explanation of how you can utilize the Storage details – https://docs.microsoft.com/en-gb/power-platform/admin/legacy-capacity-storage#environment-capacity-analytics?WT.mc_id=DX-MVP-5003911

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

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

Thank you!!

Toggle Auto Save for Dynamics 365 CRM environment | Power Platform Admin Center

There have been many changes over the years to the Features / Behaviors which previously used to sit in System Settings in classic Dynamics CRM. Now, that things have moved to the Power Platform Admin Center, here’s how you can change the Auto Save On / Off

Power Platform Admin Center

Let’s see how you can change the Auto Save feature for each Dynamics 365 instance

  1. Go to https://admin.powerplatform.microsoft.com/, in Environments, select the Environment whose Auto Save you want to change – click on Settings.

  2. Expand the Product tab and go to Behavior.

  3. In Behavior settings, you’ll see Auto save which could be On or Off based on the current setting which you can toggle.


  4. Finally, once you change simply click on Save and the bottom right corner which must’ve been highlighted to Save if you changed a Setting.


  5. And that’s it, the records won’t be saved until you deliberately Save upon updating data in the same.

Hope this helps!

Here are some more Dynamics 365 / Power Apps Admin Center posts you might want to check –

  1. Admin Center URLs under M365 – Power Platform, Teams, SharePoint, Power BI
  2. Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
  3. Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]
  4. Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
  5. New ‘Capacity’ analytics on PowerPlatform Admin Center
  6. Create new CDS Environment and Database quickly from PowerApps Admin Center

Thank you!

Wave 2 2021 Early Access is now available | Opt-in

As per MS Docs, the Key Dates for the Wave 2 Features are as below –

Reference Link: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/?WT.mc_id=DX-MVP-5003911

Note: Since these are Early Access Features, not all features would necessarily make it to the final Wave 2 2021 release. Kindly try these features in a Sandbox environment only and test the same.

Microsoft Docs for details on Opt-in Features

Dynamics 365 Release Plan 2021 Wave 2 Early Access –
https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave2/features-ready-early-access?WT.mc_id=DX-MVP-5003911

Power Platform Release Plan 2021 Wave 2 Early Access –
https://docs.microsoft.com/en-gb/power-platform-release-plan/2021wave2/features-ready-early-access?WT.mc_id=DX-MVP-5003911

Here’s how you can Opt-in

  1. Navigate to https://admin.powerplatform.microsoft.com/ in your tenant and go in one of the Sandbox environments you want to enable the Wave 2 2021 Features on.


  2. Click Update now as seen and enter the name of the Org in the prompt


  3. Once you confirm, the update will start applying. It’ll take about 20 mins to an hour based on how large your environment is.


Check updates

Once completed, you’ll see that the status is now On for Wave 2 2021 Updates Early Access.



Navigate to About in your App selection screen –



And you’ll see that the Updates have been applied



Here are some more Dynamics 365 Power Platform / Administrator related posts you might want to check out-

  1. Recover deleted D365 PowerApp environment using PowerShell
  2. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  3. Create a support Queue in Dynamics 365 CRM
  4. Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
  5. Office 365 Admin: Quickly Enable Multi-factor authentication for users
  6. Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
  7. Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]
  8. Make On-Demand Flow to show up in Dynamics 365 | Power Automate

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!