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!

Wave 1 2021 Early Access is now available | Opt-in

As per MS Docs Key Dates i.e. Feb 1st for 2021 Wave 1 Early Access – https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/#key-dates-for-the-2021-release-wave-1?WT.mc_id=DX-MVP-5003911

Note: Since these are Early Access Features, not all features would necessarily make it to the final Wave 1 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 1 Early Accesshttps://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/features-ready-early-access?WT.mc_id=DX-MVP-5003911

Power Platform Release Plan 2021 Wave 1 Early Accesshttps://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/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 1 2021 Features on.


  2. Click Update now as seen below


    Then click Confirm


  3. Now, Updates will start applying based on what D365 Apps you have installed.


Check Updates

Once completed, you’ll see that the status is now On for Wave 1 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

Thank you!!

There are missing dependencies. Install the following solutions before installing this one: “Active” | Connection References missing in Power Platform Solution

While importing and Unmanaged Solution into another environment, you must’ve come across these error messages like “There are missing dependencies. Install the following solutions before installing this one: “Active”

Now, there are various factors as to why this error is seen. I’ll try to cover one of them. Missing Connection References! Let’s take a look.

So, out of other reasons, one could by that there are some Flow’s Connection References that are not yet added to the Solution when it was exported out.

Error on Import

Let’s say you trying to import this Unmanaged Solution in an environment.

  1. This is your Source Solution which you want to Export and Unmanaged and Import into other environment.

  2. You see the following error on Import.

  3. Now, there are many other reasons why you are getting this error. But, in this case, it’s about missing Connection References from the Source Solution

Adding Connection Reference

In my case, it was missing adding the Connection References in the Source Solution, so here’s what I did –

  1. Go to the Add existing in your source Solution

  2. Look for Connection Reference (preview)

  3. When I add that, I can select what all Connection References are available to add.
    Here, you’ll have to select all those Connection References which you have utilized in your Solution Components.
    To understand more on Connection References, here’s a post by Alex Shlega’s posts on Connection Reference – https://www.itaintboring.com/powerapps/connection-references/

  4. When you click that, it’s added behind the scenes. Now, export the Unmanaged Solution again.



Re-Importing into Source Instance

Now, In your Source Instance, re-import this newest Unmanaged Solution.

  1. Now, importing the 1.0.0.2 version, you’ll see no issues.

  2. And when you click next, you’ll be asked to Create a Connection right away

  3. In this example, I’m supposed to create a CDS (Current Environment) connection. Because that’s what I had selected as a Connection Reference while exporting from the Source Instance.

    Skipping a few intermediate steps. My connection is created as below.

  4. Going back to the Import tab where I was importing the Solution, I’ll just refresh as directed.

  5. Any my Connection is available.

  6. I can just continue to Import as usual and it’ll be imported.

Hope this helps!

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

  1. Using triggerBody() / triggerOutput() to read CDS trigger metadata attributes in a Flow | Power Automate
  2. Send a Power App Push Notification using Flow to open a record in Canvas App | Power Automate
  3. Count of total CDS records returned in a Canvas Power App connection [Quick Tip]
  4. Call HTTP Request from a Canvas Power App using Flow and get back Response | Power Automate
  5. Implement character length validation in a Canvas Power App | Power Platform
  6. Accept HTTP Requests in a Flow and send Response back | Power Automate
  7. Terminate a Flow with Failed/Cancelled status | Power Automate
  8. Generate Dynamics 365 record link in a Flow using CDS connector | Power Automate
  9. Launch URL on a Data Table Text column selection in a Canvas PowerApp | SharePoint Lists
  10. Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service
  11. Call a Dynamics 365 Action from Flow [Bound and Unbound Actions] | Power Automate
  12. Setting Retry Policy for an HTTP request in a Flow | Power Automate

Thank you!!

Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]

In most scenarios, you might need to either –

  1. Convert from Production to Sandbox or
  2. Convert from Sandbox to Production

Converting from Production to Sandbox

  1. Navigate to Power Platform Admin Center’s environments section – https://admin.powerplatform.microsoft.com/environments
    Select the environment you want to convert (you can even navigate inside this environment)

  2. You’ll be asked for confirmation. It states that any services will be unavailable during this conversion.

  3. Process initiated. It takes a few minutes.

  4. In Progress.

  5. Since there’s no refresh button to show you it’s completed, you’ll have to check back in a few minutes in the same link as above – https://admin.powerplatform.microsoft.com/environments
    You’ll find that the conversion must’ve been completed by now.


    Similarly, the opposite holds true while converting from Sandbox to Production! Hope this quick tip helps!

Here are some more Admin/PowerPlatform posts you might want to check out –

  1. Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
  2. New ‘Capacity’ analytics on PowerPlatform Admin Center
  3. Create new CDS Environment and Database quickly from PowerApps Admin Center
  4. CDS For Apps Analytics instead of Organization Insights. Power Platform Admin Center

Thank you!