Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip

Here’s a tip you’ll probably need. You can quickly turn Teams On/Off at the Org level.

Typically, if the Teams is not enabled at the Org Level, you’ll see this error message

if you click on the Enable Teams button, it’ll take you to this Microsoft Docs page – https://docs.microsoft.com/en-us/MicrosoftTeams/office-365-set-up?WT.mc_id=DX-MVP-5003911

Turn Teams On or Off at Org Level

To skip searching through the Microsoft Documentation on turning Teams On at the Org Level, do the following –

Go to the Microsoft 365 Admin Center, then look for Settings, expand it. Then, go to Org settings
Now, look for Microsoft Teams in the list of Services. Click on it.
Once the Teams’ Settings open, you can see that you can either enable the Team On or Off for all Users. Also, you can manage Guest Access as well.

Check Teams Provisioning Access

Post the above, there might be a few users or new users who might have been Teams provisioned through their licenses.

Here’s how you can check it –

Use this link to check if Teams has bee provisioned to the users or not – https://admin.microsoft.com/AdminPortal/Home#/teamsprovisioning
If not assigned yet, make sure you enable Microsoft Teams for the users by going into their Licenses and expanding Apps section.

And then, look for Microsoft Teams
Teams should then be enabled for Users.

Hope this helps. Here are some more Office 365 / Microsoft 365 Admin / Teams related posts you might want to check –

Thank you!

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

October 14, 2020October 14, 2020 priyeshwagh777 Microsoft PowerApps, Power Automate, Power Platform, Power Platform Admin Center Power Platform, Power Platform Admin Center, solutions, unmanaged solution import

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.

This is your Source Solution which you want to Export and Unmanaged and Import into other environment.
You see the following error on Import.
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 –

Go to the Add existing in your source Solution
Look for Connection Reference (preview)
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/
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.

Now, importing the 1.0.0.2 version, you’ll see no issues.
And when you click next, you’ll be asked to Create a Connection right away
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.
Going back to the Import tab where I was importing the Solution, I’ll just refresh as directed.
Any my Connection is available.
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 –

Thank you!!

Clear a field value & Reset Form in a Canvas Power App [Quick Tip]

October 11, 2020May 29, 2021 priyeshwagh777 Microsoft PowerApps canvas app form, clear field, clear form, power apps

One of the most useful features to provide in a Form Control in a Canvas Power App is the ability to “Clear/Reset a Form” and “Clear a Field value”.

Let’s look at how Power Apps’ existing feature can help you achieve this.

Clear Field

Let’s say Description field is a lengthy field and often times, you want to clear the entire field instead of just backspacing the entire field.

Let’s say Description is a DataCardValue in a typical form. Usually Descriptions are lengthy and need to be cleared if you go wrong. So, every form field value is stored in a data card value field.
On the right hand properties, look for Clear Field option from the list of Text Input properties.
Notice that a X appears on the field when in focus/active. So when you make a mistake in a field, click on it to clear that field.
And it get’s cleared.

This didn’t work in Multi-Line Text Box. Not sure if it’s a bug or not supported yet. I’ll confirm and update here.

Reset Form

Fairly basic way to clear out an entire form is to use a button to do so.

A suitable approach is to add a ResetForm(<FormName>) function. I’ve put a sample button that denotes a reload/reset logo which I selected from Icons.
Now, let’s say I want to clear this form.
The form will be cleared.

Here’s a short YouTube video I created to demonstrate this –

Hope this quick tip helps!!

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

Thank you!

Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench

October 6, 2020 priyeshwagh777 Ribbon Workbench custom ribbon button, D365 Ribbon Customization, get guid of view in ribbon button, Guid of view, Ribbon Workbench

You already know the GUID of a view, nothing surprising. But, you want to get what current view is active. Because at times, you want to compare and return values to a CustomRule based on what view is being set currently!

Let’s take a look!

Passing Parameter to JS function in Ribbon Workbench

Let’s assume the below scenario –

You have a Ribbon button on the Account entity. And it looks like below.
So here’s what you pass to the function that this button will call. No matter where that function is being called i.e. on Press of the button in Command or as a Custom Rule in an Enable Rule. You can pass this parameter called as PrimaryControl (If you are calling your function on selection of a record, you can even use SelectedControl and continue as is)

Reading GUID of the current view in Browser’s Dev Console

Now, let’s say you have a button on the selection of a Row or even on press of the button itself and it calls the function to which you’ve already passed PrimaryControl, here’s how you read it –

Notice that the argument is passed, set a debugger; so that you don’t have to manually set breakpoints.
Now, go to Console, and check this variable in which PrimaryControl is being passed. You’ll notice that _getCurrentView() is available for you
Simply, select it in the function and press enter, you’ll see details inside.
And you can simply read the id like you read an attribute.

Hope this helps!!

Here are some more Ribbon Workbench / JS / customization related posts you might want to look at –

Thank you!!

Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service

October 3, 2020October 3, 2020 priyeshwagh777 Microsoft PowerApps canvas power app, canvas power apps, datasourceinfo

Mostly, Gallery and Forms are used to work with CDS (Common Data Service) Entities data are in Dynamics 365 like Accounts, Contacts, Opportunities etc.

Some of the common field level metadata info you can retrieve is: MinValue, MaxValue, MaxLength of a field. This is dependent on whether it is supported/provided by Data Source itself, be it CDS or any other Data Source, depends.

You can leverage DataSourceInfo function to enrich your CDS form in a Canvas Power App by showing some metadata about fields. Something like below –

DataSourceInfo function

DataSourceInfo is a function that provides some info about the DataSource itself or the columns present in the Data Source.

Not necessarily all DataSources will provide all information.

In this post, I’m trying to show some metadata of the Dynamics 365 using CDS Data Source.

Microsoft’s official documentation on DataSourceInfo – https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-datasourceinfo?WT.mc_id=DX-MVP-5003911
In my example, I’ve added some labels to show these values.

MaxLength

MaxLength is used to show the maximum allowed capacity of a field. Most useful to show the maximum length of lengthy fields such as a Multi-line Text Field in Dynamics 365 CRM.

Let’s say Description field in Dynamics 365 has Length provided as 600
I’ve placed maxLen label below the Description field
And the formula is to show the info “Max Length: <value>” is written using Concatenate() function so that I can add some text as I want to make it look more informative.

In the above formula, in Text() function, I’ve written
DataSourceInfo in blue. That is the formula that will take arguments like Data Source, DataSourceInfo.<Function> & Column name.
Accounts marked by showing orange arrow is the Data Source itself since it is connected to Accounts entity in Dynamics 365.
MaxLength is the attribute which will tell us the Maximum allowed length for the field we will enter next.
“description” denotes the name of the column in double-quotes of which we want to know the MaxLength.

To enrich this feature, you can use this to dynamically show how much more characters are remaining in real-time as the user types into the field. Refer this post – Implement real-time search in Gallery of CDS records in a Canvas Power App | Power Platform

MinValue & MaxValue

MaxValue & MinValue are used to show the minimum & maximum value allowed in the field. Most apt is having Numeric fields in Dynamics 365 CRM.

Let’s say Grading is a custom field called as Grading which is Whole Number.
I’ve placed minVal and maxVal labels below Grading field in the Canvas Power App.
And the formula is to show the info “Min : <value>” & “Max: <value>” is written using Concatenate() function so that I can add some text as I want to make it look more informative.

In the above formula, in Text() function, I’ve written
DataSourceInfo in blue. That is the formula that will take arguments like Data Source, DataSourceInfo.<Function> & Column name.
Accounts marked by showing orange arrow is the Data Source itself since it is connected to Accounts entity in Dynamics 365.
MinValue and MaxValue is the attribute which will tell us Minimum & Maximum allowed data values for the field user can enter in the field in the next parameter.
“new_grading“ denotes the name of the column in double-quotes of which we want to know the Minimum allowed Value and Maximum allowed Value.

Hope this is useful!

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

Thank you!!

Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]

October 1, 2020 priyeshwagh777 dynamics 365 administration dynamics 365 administration, Dynamics 365 App For Outlook

If you are using an older Dynamics 365 online/on-premise, you might likely be missing seeing the Dynamics 365 App For Outlook because it wasn’t originally added to SiteMap and you might not have added.

Use Shortcut provided by Microsoft Support

Let’s say your Organization URL is https://<org>.crm.dynamics.com/
Then, append the below link to the Organization URL to make it look like this
https://<org>.crm.dynamics.com/tools/appsforcrm/AppForOutlookAdminSettings.aspx

And this will open up the Dynamics 365 App For Outlook
You can also add it permanently to your SiteMap by following this Microsoft Support article from which I picked the link for you –
https://support.microsoft.com/en-in/help/4339287/dynamics-365-app-for-outlook-missing-from-dynamics-365-navigation

One a side note, Dynamics 365 App For Outlook is also supported for D365 on-prem. Follow this Microsoft article to know more – https://cloudblogs.microsoft.com/dynamics365/no-audience/2016/12/13/dynamics-365-app-for-outlook-support-matrix?WT.mc_id=DX-MVP-5003911

Hope this helps!!

Calendar View for Work Order Bookings in Field Service | Wave 2 2020 Update [Early opt-in]

September 28, 2020September 28, 2020 priyeshwagh777 Field Service calendar control, Dynamics 365, dynamics 365 field service, Field Service

So here’s a nice improvement to see your Bookable Resource Bookings in a Calendar View as a part of the 2020 Wave 2 Update for Field Service!

Disclaimer: his is a preview feature and is planned, it’s no guarantee that this feature will make it to the final release of Wave 2 Updates.

Pre Requisites

Make sure Wave 2 2020 Updates are available to your either via Early Opt-in or having directly applied to Org if you’re reading this from the future 😊

Here’s the Microsoft Docs official link for the same – https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/service/dynamics365-field-service/calendar-view-booking-work-orders?WT.mc_id=DX-MVP-5003911

Switch to Calendar View

Here’s how you can leverage the Calendar View control for the Bookings.

When you are in your Bookable Resource Bookings view, you might not have this view by default. So, you look to switch the view.
look for Show As option on the ribbon button
Now, you can see that a BookingCalendarControl is available for you to select.
Once your switch, you’ll see the Calendar Control on the view with the Bookings arranged in a Calendar like control
The default Month view looks like below
You can even switch to look at 2 other views, Week and Day views.
The Day view looks like below
And the week View looks like the below
Selecting the Booking will simply open the record in Dynamics as usual.
And this is how you see it on the phone.

Config Options

To first address the most important question, it’s isn’t enabled by Default.

But, you can make it defaulted on the Web application of Dynamics by changing it at the Entity level as shown below.
These are the Properties that can be configured.

Hope this was helpful!!

Here are some more Dynamics 365 / PSA posts you might find useful –

Thank you!!

Debug Published Canvas Power App with other users using Monitor | Power Platform

September 27, 2020 priyeshwagh777 Microsoft PowerApps canvas power apps, canvas power apps monitor, debug canvas power apps, debug power apps, monitor in power apps, power apps, remote debugging

At times, users report that they can’t seem to know what’s wrong with their published App and the behavior is said to be unexpected. At times, no direct error is thrown to them but they don’t seem to understand what’s wrong.

Here’s what we can look at and invite them to join a Remote debugging session.

Open Monitor

In your Canvas Power App, you can find Monitor (which is in Preview as I write this post), this will open a new Monitor interface.

Click on the Menu as shown
Alternatively, also from the list of Apps available to you by permission.
Now, when you open it, you’ll be in the Debug interface. In the interface, look for this open to Play Published App
It’ll open the actual App in Play mode in the new tab.
On the new Tab, you’ll see this message to ask you if you want to Join the session.
Once you click on Join, the App will open with the message on top saying that you’ve joined the debug session.
Let’s say I do a simple data entry operation by select one of the records and trying to modify it.
As you then perform Actions in your App, your operations will be captured in the Monitor for you to review and debug what’s wrong.
Also, if there are any specific errors that occurred, they are highlighted with Red row. You can simply click it and the details will appear on the right.
Error can be investigated as below
You can then investigate and see what was sent and how the payload was etc. and work towards further debugging/investigating it.

Invite Others to Debug session

Also, if you want others to simply look at what’s being captured. You can invite other users to your debugging session by clicking on Invite button

Enter their Email address and they’ll show up in the list. Copy the Link from their row and pass it on to them to join the session. They will be in read only mode and can see what’s captured and look at error details.

They can only watch and not Play the App themselves or invite others. See below

Hope this helps!!

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

Thank you!!

Pass Execution Context to JS Script function as a parameter from a Ribbon button in Dynamics 365 | Ribbon Workbench

September 22, 2020September 22, 2020 priyeshwagh777 Ribbon Workbench custom ribbon button, dynamics crm ribbon button, javascript, Ribbon Workbench

One of the most common searches around customizing ribbon buttons is to send the Execution Context / Form Context as a parameter to the JavaScript function your Ribbon button is set to call.

Pass Form Context to the JS in Ribbon

Let’s see how you can pass form context as a parameter to the JS method on from your Ribbon button

Let’s say you have a ribbon on the Opportunity that does something based on budget, so I’ve called it Budget.
In the Ribbon Workbench, the button is calling the command which has a JS Function tied to it. Add a CRM Parameter to the JavaScript Action
Once you select CRM Parameter, you’ll need to pass on the Primary Control as shown below
Then, it’ll look like this on your JS Function

Accessing Form Context

Let’s say you have opened the Dev Tools on your browser by pressing F12, then click the button (assuming you either have set a breakpoint inside the function or using debugger; to stop at a point inside the function that button calls). And then you click the button

Once you debug, you’ll see this when you hit the debugger when you function is called.
The debugger will be hit

And if you check in the Console, you’ll see the complete context passed to the function

Hope this helps!

Here are some Ribbon Workbench related posts you might want to check –

Thank you!

Download a File from a Canvas Power App using a button | Power Platform

September 20, 2020September 21, 2020 priyeshwagh777 Microsoft PowerApps canvas power apps, download file in canvas power apps, download file in power apps

Let’s say you give a simple button to download a standard PDF file to the user. It could be a pre-defined file which already exists somewhere and your App readily has the URL to the file. You only need to provision a button to the user to download and they can simply click it and download the file to the device.

Let’s see how!

Scenario

Let’s say salespeople in your organization have access to Accounts and each Account has an exclusive Document to that Account, say, some type of Agreement/Whitepaper.

For simplicity, I’m storing the URL of the Document in a field. However, you can have a different (and better) ways to represent this. Finally, all you need is a URL to the file to be downloaded.

Download button

Here’s how I’m implementing it. To keep it simple, I’m only reading from the field on my Accounts, called as Agreement Doc URL.

Consideration: To keep this post simple, I didn’t go into the SharePoint Access settings, etc. Make sure the file is hosted over the internet and doesn’t have to go through a lot of settings to be accessible.

Here’s my Gallery that shows all the Accounts.
When I make a selected to any of the records, it’ll open the Form and pre-populate the form with the selected record. However, your application could be anything.
I’ll place a button on click of which, I’ll write the Function to download a file.
And the function used it Download()

In my example, I’m choosing to download the file which is supposedly coming from my AccountView (which is a Gallery). Selected method is pointing to the row from my CDS Data Source which I selected in the Gallery and navigated to the Formevery of my Account records have their own respective URLs and Agreement Doc URL is the name of the field in which the URL to the document resides.

Here’s Microsoft Document on this function – https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-download/?WT.mc_id=DX-MVP-5003911

Working

Hope this helps! Here are some more Canvas Power Apps related posted you might want to check out –

Thanks.

Turn Teams On or Off at Org Level

Check Teams Provisioning Access

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Error on Import

Adding Connection Reference

Re-Importing into Source Instance

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Clear Field

Reset Form

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Passing Parameter to JS function in Ribbon Workbench

Reading GUID of the current view in Browser’s Dev Console

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DataSourceInfo function

MaxLength

MinValue & MaxValue

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Use Shortcut provided by Microsoft Support

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Pre Requisites

Switch to Calendar View

Config Options

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Open Monitor

Invite Others to Debug session

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Pass Form Context to the JS in Ribbon

Accessing Form Context

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Scenario

Download button

Working

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