In my earlier post, I discussed how to show CRM entities on Power BI visual map control. The usage of Power BI dashboard on Dynamics CRM dashboards is not limited to displaying multiple entities on maps. We usually want to do more and since dashboards have little information on them, we would love to see entities in tabular format and navigate to CRM records when needed. In this post, I will discuss how we can open CRM records from a Power BI dashboard.
Users should be able to see multiple entity types Power BI map. Users should be able to see record details in a table under the map control with the ability to open CRM records using a hyper link. I will focus on displaying records in a table with direct link to CRM entity records. After configuring the visual map control, we will need to do the following:
Note that all the required information i.e. name, etc. and complementary information i.e. entity logical name, entity ID are available in our temporary table. Refer to previous post
Drag and drop a Table control underneath of our visual map control.
Drag and drop the fields we would like to display on table columns.
The next is adding one custom column to the table to hold hyperlink to CRM entity records and configure its type as WEB LINK.
You can do this by selecting “NEW COLUMN” from the “Modeling Tab”. Remember you will need the following three components to construct the line.
CRM Base URL (This will be known to you from your org URL).
Entity logical name (This is what we captured in the previous post as a custom column in our temporary table).
Entity GUID (This was selected also as part of entity retrieve query in the previous post).
The formula for the column is:
Link = “https://[CRM BASE URL]?pagetype=entityrecord&etn=”&’ENTITY_LOGICAL_NAME &”&id=”&’ENTITY_ID’
Problem: Recently I have a requirement to upload recorded audio from powerapps to sharepoint.
Requirements seems to be straight forward if you have a basic knowledge of Powerapps and Microsoft flow isn’t it? But there is a catch (let’s see that in sometime :-))
Just for the completeness of this blog, I will reiterate certain Hows.
How to Record and listen the Audio in powerapps?
In powerapps we have a media control named MicroPhone to record the audio, and another media control named Audio to listen to the recorded audio.
Further on how to do that:
In the Microphone control (I named as MyMic) Onstop property collect the recorded audio as follows:
In the Audio Control Media property, place the collection which you have used to collect the recorded audio earlier as follows:
We now know how to record and listen the audio within powerapps. Now lets discuss the actual challenge on how to upload it to sharepoint.
We use Microsoft flow to upload to sharepoint however in my microsoft flow it looks straight forward to pass the audio as First(collInspectionAudio).URL to my sharepoint file content as shown below.
when I execute the Powerapps and hence my flow it is creating an audio file in my sharepoint, however its not playing. when I see the outcome of the Flow i found it strange because File content looks as below:
When I further drilldown into the problem by checking the datatypes in flowstudio. I realized that in Createfile action of Sharepoint connector expects Binary format hereas powerapps send its audio content in byte format.
So the only way to get around is accept Byte parameter from Powerapps and use it to upload file in sharepoint.
For that, I used Outlook connector to send an email. When I ask for attachment parameters in powerapps it can send in byte format.
Note: If you have a requirement to send email of the audio file along with uploading in sharepoint then that’s amazing. If you don’t have such emailing requirement then another slight hack is required.
Create a condition which never becomes true. (in my case 100 equals 200 which never becomes true ;-))
In the true section call Outlook connector and ask for parameters for Attachment Name and Attachment Content.
In the false section call Sharepoint Connector and create a file by using same parameters which we have in Step 2.
I’ve been working on XrmToolBox Tools for a bit now, both speaking and posting on the huge number of cool tools and how we can build our own. I’m still working on a few XrmToolBox related projects, but when I started diving into Power Apps, I immediately wondered if I could replicate some Tools in Canvas or Model Driven Apps. Wouldn’t it be cool if we could build out a suite of some administrator or developer tools as Power Apps?
In my post Building XrmToolBox Tools, Part 2, we build an example Tool that allows admins to view the list of Users with a Security Role assignment. It’s a relatively simple tool but it can be pretty useful if you need a quick check on a Role for migrations, troubleshooting, etc. This seemed like as good a candidate as any for a new ‘Admin Tool’ Power App.
Security Role Member Manager!
The proposed functionality for the tool is pretty simple: provide a list of Security Roles in the system, and when the user selects a Role, show the list of assignments. This was meant to be written in about an hour, so that was the extent of the capabilities. Since we have a bit more time, we can add some features. How about we display the list of Teams that have the selected Role assignment and allow Adding or Removing a User or Team to the selected Role.
These requirements are a pretty good candidate for a Canvas App. We can build this using the following components:
Gallery – bound to the list of Users related to the Security Role
Gallery – bound to the list of Teams related to the Security Role
The main screen layout and functionality is also fairly simple. Bind the main grid to to the Security Roles list, and on the select event, bind the secondary lists to the related Users and Teams. No real code behind, just some simple data binding to galleries.
Here is the initial main screen for the Power App:
Some challenges, some solutions
With the XrmToolBox Tool, I wrote some code to retrieve Security Roles and and User Security Role assignments using the standard SDK Query Expression methods. The list of Security Roles was a simple Retrieve Multiple while the User Role Assignment is a many-to-many relationship.
The many to many is where I stumbled a bit. When I select my Security Role, I want to retrieve the Users and Teams which are both many-to-many relations to Security Roles. The CDS connector does not list the join table as an Entity, so I couldn’t simply add a new Data Source for User or Team and filter by the selected Role. Fortunately, support has been added for many-to-many relationships in the CDS connector. Here is an excellent blog post on the feature by Greg Lindhorst, Principal Program Manager at Microsoft: Relate records in Many-to-Many relationships
So to render the list of Users and Teams, I can bind the galleries using a simple formula. The main screen gallery from which you select a Security Role is named ‘Security Roles List’. So the User and Teams gallery Items property can be set using these simple formulas respectively:
'Security Roles List'.Selected.Users
'Security Roles List'.Selected.Teams
As you can see in Greg’s post, adding and removing Users and Teams are fairly easy too. To remove a User from the selected Security Role, we need a single line formula added to our gallery button:
That statement passes the selected Security role and the currently selected User to the Unrelate formula, and we’re done!
I plan on a follow up post with a bit more functionality. For example, I like the inline model for selecting a User shown in the post by Greg above, but I think selecting multiple Users and Teams works better. Another nice feature will be to distinguish between Business Units. Right now, this pulls all Security Roles for the entire organization.
This sounds like an obvious one, but I also plan on adding a confirmation dialog before removing the User or Team from a Security Role. This was a bit more complicated than I had expected, so I will write up more detail on how this will be implemented.
As I was working on this sample Power App, I came across a great post User Admin PowerApp (Part 4) by d365Cooky that proposes a similar tool, but for managing Security Roles for a selected User. I like the idea of embedding this into Dynamics 365 CE. By the way, I saw the link via Guido Preite’sdynamicsweekly.com newsletter. If you have not already signed up for this, get to it!
I’ll post notes on all these updates with more detail on how it was built, including the full solution for download in a follow up post.
I feel like I have said that a LOT recently! In a relatively short time, I built a functioning Power App that will allow administrators to manage the Security Role Users and Teams. I put this together in a few hours, including some reading on the CDS connector capabilities and designing a few screens. All of this was done using the existing connectors and no custom code outside of the standard Canvas App formulas.
This is not as complex a tool as you may find in the XrmToolBox, and I am definitely going to continue any contribution I can to the XrmToolBox! But I think this once again demonstrates how the Power Platform allow us to provide low code/no code solutions to your users.
In the meantime, as always, any comments, suggestions, or questions are appreciated!
There are scenarios where we need to configure approvals in Dynamics 365, for example, mark an account as a premium customer after approval or qualify leads after approval etc. We used dialog control to capture approval request and comments but, now dialog controls are depreciated and not advised to use for new projects.
As per Microsoft’s initial announcement
Dialogs are deprecated and are replaced by mobile task flows (available as of the December 2016 update), and business process flows. Both task flows and business process flows will continue to evolve to make the transition easier.
But either tasks flow or business process flow was not a perfect replacement for Dialog. Knowing this pain from users, Microsoft has now modified the announcement.
Even though I knew canvas apps can be now embedded in model-driven apps, I hadn’t thought of this option until I came across this new announcement, so tried replicating my approval dialogues with a canvas app and it works fine. Pheww!!!! 🙂
For testing purpose, I replicated the dialogue for creating approval request for the Account entity.
created a canvas app to create an approval request.
2. Now we need to call this app from account form, obtain the app ID from app details section.
App GUID I explained in step 2, now regarding a custom parameter, I deliberately didn’t mention it when we discussed the app creation and kept for this section. When we open this canvas from an account form(like we start a dialogue) the app needs the record GUID to update the account status
I have used form control in the canvas app and filtered the item using the ID Parameter.
When working with canvas PowerApps, you may have a need to have some date ranges set by default. A typical scenario might be where you have 2 date filters and you want to show records that occurred between those date ranges. A scenario I had to work with recently was where the customer required the default filter dates to be the first day of the current month and the last day of the current month.
Setting a date to the first day of the month is relatively straight forward. Using a combination of the Date and the Now functions, you can set up your first day of the month variable as follows:
The tricky part is getting the last day of the month. How do we know if its got 30 days or 31? What about the month of February?? What happens in a leap year!?
Turns out there is a handy undocumented “feature” when you use the Date function. If you set the day property to the number 0, it would return the last day of the previous month. So if I wanted to get the last day of February for example, my function would look as follows:
Binding that variable to a date control I had, I was able to get the last day of February accurately!
During the App in a Day sessions I’ve held there were often questions regarding the types of license that is required, based on the options/features that are part of the built solution. Based on the fact that an image is worth a thousand words, here’s how I’ve been able to easily demonstrate the basic differences between Office365 license, PowerApp P1 and P2 licenses. It’s not about all the nitty gritty details, but the base is there. In doubt always refer to Microsoft’s official documentation!
I stumbled upon a question in the PowerApps forum on how to make Gallery items clickable so I tested it out and found that it can be achieved very easily..
1. Create a gallery and bind it to Account entity in CDS..
2. Bind your Gallery to table with with a field that stores hyperlink. In this case I bind it to Account entity and field by the name of Website. 3. Select a text,label or image in the Gallery Item. On the On Select property, enter the following command
Launch(ThisItem.website) (Substitute website with the field that stores the URL)
In this case, I entered it on the Image.
4. Click save and Publish.
Now on the app, when I click on the image, it will redirect me to the website stored against the hyperlink.
If you are like me and have worked with Dynamics 365/CRM for years, approaching PowerApps might be a little bit intimidating. Part of it is that so many things that are very easy or automatically done for us in Dynamics 365 and model-driven apps need to be manually done in canvas apps. And when you search for the answer, much of the PowerApps blog and video content is from the perspective of a developer with a non-CRM background, like SharePoint.
In this series of posts, I intend to show how to do some of these things that are common in Dynamics 365 when making a canvas app. If you don’t have a Dynamics background, hopefully you will also find some benefit from them.
Related Entity Data
When building a more complex app, you frequently have the need to work with parent/child data. Say you have companies and want to show the employees working for the company, or an event and related registrations for the event.
In Dynamics and model-driven apps, this is easy.
Every record form shows a Related tab where you can see all of the entity relationships.
We can also add a subgrid to the parent entity form to display related records in-line.
Related Entity Data in Canvas Apps
When making a Canvas App, the maker needs to add visibility of related records to the app. In this example, I’m building a canvas app for a volunteer coordinator to use to manage a disaster relief team.
First, add a data connection to each table/entity that you will include in your app.
Once you have your data connections, now you can display your related entity data in your Canvas App.
Option 1: In-line
In my app I want to show skills on the person form, similar to the experience of a subgrid in Dynamics 365. That way I can easily see the skills related to a person.
In this case I add a display form and a gallery to the same page of the app
The display form displays the selected person from a person gallery on another page of the app. The skills gallery is connected to a cross-reference table of people and related skills.
This gives users of the app a subgrid-like experience in a canvas app. Note if you want to give users the ability to create child records from the subgrid gallery, you will need to add that to your app. To do this, I added the + icon to the subgrid header, and in my expression, set a context variable on the next screen with the ID of the selected contact. This allowed me to automatically set the created person skill to Barbara.
Option 2: Related page
Sometimes you don’t want to show the related information in a subgrid. Maybe your form is more information dense and you just want to go to a full list of record. This behavior is easy to reproduce with a Canvas App. In our scenario, volunteers will send updates from the disaster site about what they have done. In my app, I already have a page that users can go to see all updates from all teams.
The Update gallery has a search text input control to search and filter the update list.
We can leverage this same page for display of related records:
Set the default value of the search input textbox to a context variable.
From the parent record page, add a button or icon to navigate to the related records, in the navigate formula update the context variable referenced in the search control.
Now when volunteers click the update button from the disaster page, they see a filtered list of only the updates for the selected disaster.
So is it easier to display related entity data in model-driven apps? Yes. However, once you get used to working with canvas apps and filtering galleries, you will appreciate the extra level of control that you have over the experience, and can easily display related records in your canvas app.
Hey, Will here – just a quick post. I’ve had quite a few people come up to me asking how to enable the new “AI Builder” for Power Apps on their environment – which strikes me as slightly strange as it comes enabled as default. However, here is how you do it.
Today (3rd, Apr), one of the BIG highlight in April 2019 updates of Power Platform is released to our preview environment, called “View results of formulas and subformulas in canvas apps”.
In this post, I briefly summarise its update, How to enable/What we can/Limitation etc..
* As of 3rd, April, this experimental feature is delivered to ONLY Preview environment.
Enable experimental feature
To use this feature, go to “Advanced settings” and turn on a toggle “Enable formula bar result view”.
No need to save/reload app to use feature.
View collection records
At present, to view collection records in canvas for testing purpose, we usually add tmp gallery/data table control into app, and then see a result of our formula, such as Filter, AddColumn, LookUp…
However, as compositions get more complex, it can become difficult to understand the impact of each function on the result. This feature helps us to understand what’s happening.
To view a formula results, you will simply select some formulas/collection/variables. Below is quite simple example, if you select collection in formula bar (colTest), you will see summary of table records.
For more practical use, if we want to preview a result of multiple filter condition to some collection, select formula Filter(xxx, condition1, condition2…), then we can get result of operation.
This feature is not only for viewing collections/tables, but also getting result of other formula, such as Concatenate(text1, text2…):
We can now easily and quickly understand and debug our apps with this feature.
As far as I confirmed, there are some limitation for this feature;
Not support data source (unable to view records of some data source directly)
Not support nested collection (suppressed in view)
I think each of them is not critical for usual app making.
If I will find any further limitations/updates, will update this post.