Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 2

Gain Business Insights faster by generating Power BI Reports quickly with just 1 click in Dataverse

Hi All, I’m going to show a useful feature that you can leverage to view and create instant Power BI visuals that is generated automatically based on the current view. Documentation Link Just an example: How it looks Steps to achieve this: Step 1: You need to enable this feature in Model-Driven App itself Edit Model-Driven App -> Settings -> Features -> ‘Enable Power BI quick report visualization on a table‘. Save and publish the settings Note: You also need ‘TDS endpoint‘ enabled in the environment feature settings Step 2: Refresh your browser and navigate to any table records view ( I took cases in the example) Step 3: Click the ‘Visualize this view‘ button on the command bar Note: You need to add the necessary columns in the current view if you want to show those columns in Power BI Reports Step 4: You can now see the Report generated automatically within a few mins. You can save these Reports if all necessary information is displayed here. Hope this helped you get faster Business Insights with auto-generated Power BI visuals.

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How to use Dataverse Global In-App Notification for Real-Time Notification in Model-Driven PowerApps

Hi All, Have you ever wondered how to use Dataverse In-App notification that can be helpful in many scenarios, I’ll give an overview of the usage with a use-case. Documentation Link Business Insights in Real-Time – Documentation This is the In-App Notification Let’s see how to create such an In-App notification Step 1: In order to use this In-App notification, we need to enable it. -> Go to Editor of Model-Drivel App -> Click on Settings -> Click on ‘Features’ -> Enable ‘In-App Notification’ Note: This In-App notification creates records in Dataverse, therefore the storage will be consumed. There’s also a time-based auto-deletion that can be configured by Admin. Step 2: Save & Publish your Model-Driven App. You will see a Bell Icon on the top-right of the App. Step 3: Now, we will create the notification. There are 3 ways to create the notification, Using JavaScript -> will be using in this example Using C# Plugins (Dataverse SDK) Using HTTP Request (Web API) Step 4: As example, I will be sending a Notification to me but you can configure it to send to anyone in the organization. Note: You must have the necessary permissions to do so, Admin can configure these privileges by customizing Security Roles for the ‘app notification‘ table Refer what type of format you want to display from the documentation link provided above Step 5: I’ve created a Web-Resource that triggers when I manually close the case, So when I close a case, here’s the output. Note: You can automate these and send to anyone.Some examples are:1. Automatic send Notification of new case created to assigned person.2. Automatic notification to the Team whenever a critical ticket is raised.3. Apart from these, you can have notification whenever a Business critical flow has been failed. Some of the best ways to use is with having rich user experience with Icons and formatting options that are available to use.Icons, font styling and mentioning anyone That’s how we can achieve In-App notifications. Hope this helped you!

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Trigger Power Automate Flow using JavaScript – Bi-Directional

Hi All,  This blog will be a continuation of my previous blog –  Trigger Power Automate Flow using JavaScript – Uni Directional Now, feedback is essential when sending a request to determine whether it was successfully performed or failed somewhere.  You can accomplish this by forwarding a response back from where the flow was invoked.  I’ll use the same situation as in my previous blog, where I send a notification by greeting a person’s name if exists, or else I will greet a friend.  Check out my previous blog to learn how to build your Flow and JavaScript.  Steps to pass the response back within Flow​  Step 1: Add a response that will be sent back from where the Flow was invoked.  Quick Tip: I am checking if ‘Name’ is present in my dynamic content. If yes, then greet the person else greet a Friend  Formula: if(contains(triggerBody()?[‘DynamicData’], ‘Name’), triggerBody()?[‘DynamicData’][‘Name’], ‘Friend’)  Steps to add into the JavaScript Step 1: Initially we created JS to trigger the flow, now we will add the code snippet to accept the response from Flow. Add the following Code: Step 2: Trigger the JS and watch the output I get as Alert (I have used the console page to trigger my JS for example purposes) Hope this helps in achieving a response from the Power Automate Flow!

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Trigger Power Automate Flow using JavaScript – Uni-Directional

Hi All, Did you know you can use JavaScript to trigger Power Automate flows and pass input data? So, I’ll show you how to do that, as well as how to pass strict structured data and dynamic schema in Power Automate. In the next blog, I’ll talk about Trigger Power Automate Flow using JavaScript – Bi-Directional Steps to follow for Initial Setup Step 1: Let’s create a Power Automate Flow and define the input JSON schema.Go to: Power Automate Create an Instant Flow with the trigger ‘When a HTTP request is received‘ Step 2: Let’s outline the input schema and then focus on the output in a ‘Compose’ block. I’ll describe two types of inputs. (Strict and Dynamic).Our strict schema will be identified by a specific pattern indicating how the input should be given.Our dynamic schema will be recognised by an unknown pattern, and input will not always be fixed. Click on ‘Use sample payload to generate schema’. Apply the following code, click on Done and you will see the schema in ‘Request Body JSON Schema’. Add a Compose Block to check the output of the request and save the Flow. URL will be generated and is ready to be used. Let’s now proceed to create JavaScript to trigger this flow Steps to follow for calling Flow using JavaScript Since I’ll show the code snippet, adjust it as per your use case. Note: Copy your HTTP Post URL from the trigger as it will be used in the JavaScript Step 1: Type the following code Step 2: Execute the JS with ‘TriggerFlow.Main()‘. Note: Make sure you pass Execution Context to the JS Step 3: Check your Power Automate Flow History and open the Run. That’s how Power Automate is triggered using JavaScript. Hope this has helped you 🙂 Next blog – Trigger Power Automate Flow using JavaScript – Bi-Directional

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Power Automate Tip: Re-submit/Resend Cloud Flow automatically if there’s Server Response Failure or any condition not met

Hello everyone, You may have encountered a scenario in which Cloud Flow failed unexpectedly or failure from Server or certain conditions were not met during execution due to an asynchronous process. As a result, the Flow must be re-submitted, which is accomplished by selecting the Run History and clicking on Re-submit. In this blog, I’ll show you how to use configuration settings to automatically re-submit Failed flows. I’ll use the Parent-Child Flow concept to accomplish this. I made a simple Parent-Child Flow in which the Parent calls the Child Flow, the Child Flow sends Approval to the User, and the response is passed back to the Parent, indicating that the request was successfully completed.If the user rejects the request, it will be resent only when certain conditions for the execution are met. The steps for implementation and a guide to achieving this are outlined below. Step 1: For having Parent-Child Flows, you need to create a Solution and have 2 Flows (Parent – with any Trigger, Child – should be Manual Trigger) Step 2: Below is the Child Flow (I have used PowerApps V2 Manual Trigger) Tip: PowerApps Trigger can be seen and added later into the solution but if Manual Trigger (Blue Icon) is used then it may not show in existing Flows and cannot be used as Parent-Child is not in any solution A simple Flow, where I have sent an Approval to myself where if I have Approved it would send a response back to Parent Flow but if I reject the Approval then it will execute as Failed without passing a response to Parent Flow. Note: I have used Scope block, so if you have many Action controls and anything fails then it won’t send a response to Parent unless you have configured the flow as such. Here, the Red outlined Block, is the deciding block and the Blue block is the responding Block that will execute only if User Approves the Approval Request. Step 3: Configure the ‘Run-Only’ user for Child Flow on the main page. ‘Run-Only’ defines on who’s behalf to run the flow in the context of, since Child Flows are independent. Step 4: Below is the Parent Flow and the configuration for re-sending Child Flow in case of failure As you see, I have called the Child Flow once and displayed the output of the Child Flow. Because I’m only invoking the Child Flow once, I need to change the configuration for dealing with failed responses so that it can retry the submission of a failed response. On the Child Flow action, click the ellipse (3 dots) and then settings. For the specific action, a settings page will appear. Now we see the ‘Retry Policy,’ which determines whether the flow should retry in the event of a failure with certain conditions. In this case, I used a fixed interval; see the screenshot below. Step 5: That’s all. Now I have tested initially by rejecting the 1st request and the Retry Policy triggers and sends the 2nd request and I approve it. Thus completing the entire flow. Here’s the count of retries that occurred when you see the Run History of Parent Flow with deeper insights Hope this helped 👍🏻

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Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

Hi Everyone, Let me explain this topic with an example of a scenario that you might encounter. I’ll walk you through how to complete this scenario in a concise manner below. Use Case Let’s say you have a Table (Entity) with or without multiple Business Process Flows (BPFs) that include some required Fields and even on the Form. Even if the required fields are empty and you want to change a field or flag within the form and save the record. We must disable all required Fields on the Form and then re-enable the requirements for those fields. We can do this with some simple JavaScript code. Step 1: Find a trigger point for your JS function to be called.It can be done with a Ribbon Button or by manually changing a Field. Find the code you’ll need below. I’ll be using Ribbon Button to trigger my JS Function. Quick Tip: You cannot get any Attribute Value of a Field residing in BPF directly. You need to get the entire Control of the Field and then call its attribute values. Step 2: Register your JS function onto your Ribbon Workbench or OnChange of any Field on Form. Since I called my function using Ribbon Button, I used “OpportunityForm.executeMain” with Parameters; “CRM Parameter -> Primary Control“ If you’re calling the JS using Field OnChange, then register the function as “OpportunityForm.executeMain” and do pass ‘executionContext‘. In this case, your part of the script will change as below (use this if you use JS on your Form only) OUTPUT This is how all fields will have no requirement on the Form. I took this output before re-enabling the requirement level for the fields. That’s all, I hope this helped you

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Dynamic visibility of Gallery Items based on previous item data in Canvas PowerApps

Introduction Let’s say you come across a scenario where you want to show dynamic records for your gallery items based on previous record details. For example: Let’s say a basic Q&A where the User should input data and then proceed.So, I have created something similar that will help in developing such a design quickly and efficiently. Steps to implement in Canvas PowerApps Step 1: Create a collection that will store data of the gallery. (You can use Dataverse records here with the unique identifier in the collection.) Note: Collection is better to use if you are referring to the same table. If you use Gallery.AllItems then you will encounter errors and circular reference issues. Set a Blank Vertical Gallery where Items property is as follows: Step 2: Add a Text Input in Gallery that will accept the User’s Input Along with Questions. Conclusion That’s all. You got dynamic content based on previous values. I hope this helps!

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Download SSRS report as a PDF with Power Automate – Part 2

In this blog, we will see how to extract the value for PdfDownloadUrl so we can load it into another request and get our PDF.

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Download SSRS report as a PDF with Power Automate – Part 1

In this blog, we will see how to retrieve PDF Download URL from the console using the SSRS report. Step 1 – Create a new flow and set the trigger to Manually trigger a flow. Step 2 – After you have your trigger, you need to add two inputs to it, Report Name and Report XML. Step 3 – Then, add a List Rows action from the Dataverse connector and configure it to lookup the report by the Report Name.  Step 4 – Setup the report viewer – We do this using the HTTP with Azure AD connector, specifically the Invoke an HTTP request action. Step 5 – We need to authorize our connection to use this action. If you’re using Dynamics 365 online, grab your CRM URL (including https://) and paste it in for both Base Resource URL and Azure AD Resource URL. Method POST Url of the request /CRMReports/rsviewer/reportviewer.aspx Headers Content-Type: application/x-www-form-urlencoded Body of the request id=report&iscustomreport=Custom Report&reportnameonsrs=Name on SRS&CRM_Filter=encodeUriComponent(ReportXML)&reporttypecode=Report Type For encodeUriComponent – Use the following encodeUriComponent(triggerBody()[‘text_1’]) Step 6 – Extract the PdfDownloadUrl from the Report Viewer page. Let’s extract the value for PdfDownloadUrl so we can load it into another request and get our PDF. We’ll do this in 3 parts in Part 2.

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Here’s how to Install Power Apps for Windows (Preview) and use Model-Driven and Canvas Apps

Hi Everyone,Awaited moment is here, we finally have Power Apps designated application for Windows. Currently its in Preview so use only for testing as of now until its pushed globally. Here’s the steps to download and use Power Apps for Windows Step 1: Go to Microsoft Store and search “Power Apps” Step 2: Install the application. Step 3: In order to run this application, we need to check WebView2 Runtime version on our device. It should be version 99.0 or later. To check this, go to Settings > Apps > Apps & features. Search for WebView and verify that you have version 99.0 or later installed. For those who don’t have this, follow below steps. To install WebView2 Runtime, download the WebView2 Runtime. Download version 99.0 or later. Installing an earlier version may cause Power Apps to crash. Under Evergreen Bootstrapper, select Download. Go over the license terms and privacy statement and then select Accept and Download. When the download is complete, then run the MicroEdgeWebview2Setup.exe. Step 4: Open and sign-in with your ID Step 5: After logging in, you will find list of Model and Canvas Apps that are shared to you or you having access by security roles. The screen will show all Apps from all the environments present in you tenant. You can also see other model-driven apps if you enable Show non-production apps in settings under Model Apps. That’s all about installing Power Apps on Windows. Find the Microsoft Documentation for Installing – Microsoft Docs Find the Usage of Power Apps Windows – Microsoft Docs List of known issues – Microsoft Docs Hope this was informative and helped you.

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