Menu Close

Tag: #365blogpostsin365days

(How to set} App updates settings in Dynamics 365 CE Environment

Hello Everyone,

Today i am going to share a preview feature on Power Platform Admin Center related to the Publishers updates in your Dynamics 365 CE Environment.
Lets gets started.
As this is a preview features there will be changes based on the users feedback and its microsoft discretion.
How do you do that?
Lets do this in action.
1. Login into PPAC
2. Select the Production environmemt and click on the “…” and settings.
Configure app auto updates page:
Select the publishers from which you want to recieve app updates into this environment.

 

Toggle the button to “ON”
Then select the publisher from the dropdown.
Finally save the changes.
Note: All apps under selected publishers will be auto updated to the latest AppSource version during maintenance window hours.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this:

{How to set} Maintenance window settings in Dynamics 365 Customer Engagement Apps

Hello Everyone,

Today i am going to share how to configure the maintenance window settings in Power Platform Admin Centre.
Lets gets started.
As microsoft performs regular updates on Microsoft Dynamics 365 Sales, Customer service, Marketing, Field service, Project Operations for new features, security, minor improvement etc..
So below are some of the points to be remembered:
  • You can only manage your maintenance window is only for Production environments.
  • Maintenance can be conducted any day so the maintenance window is a time within the day when these updates could be delivered.
  • Only database and application updates will be delivered in this maintenance window. Platform updates will continue to execute based on region specific times.
  • It may take upto 48 hrs to get the updates to take effect.
  • There is no down time or performance degradation during the maintenance window.
Login into PPAC
Check on the “Production” environment and then settings…
Settings > Maintenance Window Settings.

 

Then the Configure maintenance window settings:
You can set the Maintenance window hours from the drop down according to your region.

 

Based on the time selected Microsoft updates will takes place during that time frame selected.
It may take up to 48 hours for the maintenance window settings to take effect.
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this:

{How to} view offline sync icon in the navigation bar for Microsoft Dynamics 365 Mobile Apps

Hello Everyone,

Today i am going to share how to update sync status for field service mobile app.
As microsoft release new sync states:
  • Connected
  • Not connected
  • Syncing data
  • Pending changes
  • Error
  • Warning
With the current sync release users can see the sync icon on the main navigation bar and it provides contextual information, such as if the app is connected, if data is currently refreshing or pending changes,
are there any errors  or warnings.
So if you want to see this sync icon on the Field Service Mobile App, you need to update the Field Service Mobile – Offline Profile, from the settings.
Steps:
1. Login into PPAC 
2. Select the environment where you want to update Offline Profile.

 

 

3. Once selected the Environment click on settings and then “Users + Permissions” and click on the “Mobile Configuration” refer to above screenshots.

 

4. Select the Field Service Mobile – Offline Profile and open it.

5. There are 3 sections,

a. details: where you can update by clicking on the edit button(screen shot above) the profile name, description.
b. data available offline(80) where you can manage or add tables to it.
c. Users with offline access : where you can manage or add users to it.
Finally you can publish the changes on the same page as above.
Set conflict detection for mobile offline: if there is any conflict with the changes and in syncing the data,in order to show what was the issue, for that we need to make some configuration.
make sure you sign in as admin.
Select the environment and then settings, expand the users  + permissions and then select the Mobile Configuration.

 

Select the Go to legacy on the command bar.
Mobile offline screen will be displayed see below screen shot.

 

Click on the Mobile Offline Settings:

 

Where there is a mismatch of data between client and server, conflict errors occur. To resolve the issue, choose one of the following settings:
Select No – Conflict detection for mobile offline is turned off, so whatever changes are made by a user in offline mode are automatically synced to the server when the user is back online, and client wins over server.
Select Yes – Server wins over client.
Enable the app module for offline:
 
This is for a specific app needs to  enable mobile offline.
 
 
In the left navigation pane select the apps and set of apps related to your environment will be displayed.
Once the App is in edit mode click on “…” and switch to classic.
Now the App is in site map designer mode, click on the “Properties” and check the “Enable Mobile Offline” FINALLY click on the “Select mobile offline profile” dropdown and check the “Field Service Mobile – Offline Profile”.

 

Then save the changes by clicking on the SAVE Button on the navigation bar. Finally Publish.

 

Then Login into Field Service Mobile App from your mobile device and when first logged in after the update by Admin on the Field Service App from PPAC.
The mobile user has to enter their credentials and allow the location sync and then the app will load the data into the app.

 

When you click on the little globe with sync  the below screen will appear.

 

Device status: Connected.
Downloading updates with last sync date.
Sync details like Power apps files downloaded, Downloading application data, Downloading data like tables.
Now your Mobile App can work and  show the sync statuses.
Note: The Offline sync icon is now visible in the main navigation on iOS and Andriod devices..
I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this:

{How to} add table columns to forms and views automatically in Power Platform

Hello Everyone,

Today i am going to share new feature which is in Preview is how to add table columns to forms and views automatically once the field is created on the table.
Lets gets started.
Suppose you have a  requirement to create a field on custom or system table and adding it to the forms and views.
Previously it was like create a field and manually add it to forms and views.
Now its automatically adds to forms and views.
Lets see in action.
I have created a custom table called: “Add Column Automatically”

 

Then i have created a field called “New Features”.

 

Add the column automatically columns and data: field “new features”

Now click on “Update forms and views” and update the forms and views by selecting appropriate forms and views.

 

Now Open the form which and see the new field “new feature” is added to it.
Now Open the view and check the “new feature” has been added.
So this new feature saves alot of time for the app makers.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
Share this:

{How to} Lookup records with modern advanced find

Hello Everyone,

Today i am going to share new feature now GA.
Which is lookup records easily with modern advanced find.
Lets gets started.
With this new feature now you can lookup more advanced find by default, you can be more productive
in filtering data based on specific records on all grid pages in an app.
Now you can add condition or editing an existing condition on lookup columns in the Edit filters pane.
on grid pages is easier with the “Advanced Lookup” option.
You can see more fields per record and search for records within a specific view to choose the right
record to filter against.
Admins can disable this capability in Power Platform admin center by toggling the settings
Show advanced lookup in lookup fields within Edit filters.

 

Advanced find pane will appear.

Click on the Advanced Lookup

I hope this helps.

Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

Share this: