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Tag: #powerapps

Associate records and auto update when a record already exists using Power Automate

uk365guy

Hello Everyone,

Today i am going to share use case scenario:

Create Operational cost records and associate with a project record when project is already created.

Solution: Power Automate Flow:

1. Manually trigger a flow.

2. List Projects

3. Apply to each.

Select an output from previous steps – outputs(‘List_Projects’)?[‘body/value’]

4. List Master Operational costs, select the Master Operational Costs (refer to above screenshot).

5. Apply to each 2: select an output from previous steps “value” outputs(‘List_Master_Operational_Costs’)?[‘body/value’]

Add a new row 2

Table name – Operational Costs

Name – Name ( formula: items(‘Apply_to_each_2’)?[‘acg_name’]

Project(projects) – msdyn_projects – items(‘Apply_to_each’)?[‘msdyn_projectid’]

Quantity – Quantity – items(‘Apply_to_each_2’)?[‘acg_quantity’]

Unit Cost = Unit Cost – items(‘Apply_to_each_2’)?[‘acg_unitcost’]

Finally when you run this flow “Operational Costs” records will be created for “Project” record.

I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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Billing Preview on Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to share new preview feature related to billing – Licenses Preview.

To see the new feature:

Login into Power Platform Admin Center

Click on Billing(Preview) and Licenses(Preview) will be displayed underneath the billing.

The page is displaying a summary of environments in your tenant requiring licensing attention.

Then the Licenses(Preview) will be displayed, there will be toggle button which is “Include standard environments”

Whats that mean is the environments which have licenses will be called as standard environments and rest of them like the trial and community environment not considered as standard environments.

From the above screenshot it says 3 licenses there for these environments.

When you click on “Environments” Tab

The page will be displaying license consumption in the selected environment

Select the environment

I have chosen: GMR IT SOLUTIONS LIMITED2 – SANDBOX

It is displaying the Power Apps licensing overview of the License types like D365, Power Apps Trial.

It will also display whether it is managed environment or not.

If you select the default environment :

It will show whether it is a managed environment if not you can enable managed environments.

Managed Environments: If you make this a Managed Environment, any user currently using M365 Licenses only, will require standalone Power Apps and Power Automate licenses.

For more information click here

Thats it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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How to configure Tenant Settings on Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to show how to configure Tenant Settings from Power Platform Admin Center.

Let’s get’s started.

The following Settings are applicable through out your organisation.

Login into PPAC

1. Copilot(Preview): Which allows canvas editors and admin to get AI – Powered answers to how to questions. Its in Preview in some regions.

You can test the preview by creating a tenant and environment region as USA.

More about the preview environment here

Click Save.

2. Weekly Digest: Manage additional recipients for the weekly digest email for Managed Environments.

You can send weekly email notifications to the tenant administrators or system administrators about the resource usage. Which can be used for analysis purposes.

Also make sure tenant level analytics is enabled.

Note: All Power Platform and Dynamics 365 Administrators also receive weekly updates.

Click Save.

3. Developer Environment assignments:

Control who can create and manage developer environments like everyone in the organisation who have system admin rights or only specific admins who are like tenant admins or dynamics 365 administrators or power platform administrators.

Click Save.

4. Production environment assignments:

Control who can create and manage production and sandbox environments.

It may be Everyone in the organisation with administrator privileges or only specific people with appropriate rights.

Click Save.

5. Trial Environment assignments:

Control who can create and manage trial environments like everyone with administrator rights or only specific people with administrator privileges.

Click Save.

6. Add-on capacity assignments:

Specifies who can set add on capacity to the environment any environment admin or only specific admins.

Click Save.

7. Analytics:

Tenant – Level analytics turn ON.

This analytics provides statistics and data from environments across all regions in your tenant and copies it into the default environment region for tenant level reporting.

Click Save.

8. Customer Lockbox:

Control Microsoft Operator access to customer content.

Accessti to Customer Lockbox for Microsoft Power Platform and Dynamics 365 requires users in the environments where the lockbox policy is enforced to have any of these subscriptions.

1. Microsoft 365 or Office 365/E5/G5
2.Microsoft 365 A5/E5/G5 Compliance.
3. Microsoft 365 F5 Security & Compliance
4. Microsoft 365 A5/F5/G5 Insider Risk Management

Customer Lockbox policy will be enforced only on environments that are activated for Managed Environnments for more info click Here

Click Save

9. Storage Consumption Warning Thresold:

Control tenant level storage consumption warning thresold.

By setting this thresold you will receive warning when storage consumption reaches particular thresold.

Click Save.

10. Publish bots with boosted conversations:

It will allow power virtual agents to publish bots that can create real time responses from a knowledge source chosen by canvas editors. this feature is in preview now.

Click Save.

11. Deskop flow actions in DLP:

When it is enabled the desktop flow action groups will be visible when creating or editing DLP policies.

Note: Desktop flows in non managed environments are not governed by DLP policies.

Click Save.

Note: Managed Environment only settings are as follows:

Weekly digest
Customer Lockbox
Desktop flow actions in DLP

Thats it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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Hide system view settings from Power Platform Admin Center for Model Driven Apps Dynamics 365

uk365guy

Hello Everyone,

Today i am going to share how to hide system view settings from Power Platform Settings.

Let’s get’s started.

Previously users don’t have capability of hiding system views on model driven apps.

Microsoft provided this feature from Power Platform Admin Center.

Login into Power Platform Admin Center

Select the environment and click on settings.

Then Advanced Find Options:

Modern advanced find in model -driven apps – Lets users to create, manage and search views inside model driven apps.

When modern advanced find in model driven apps is turned “on”, legacy advanced find will be replaced with a modern experience with enhanced view management capabilities.

Similarly to allow users to hide system views TURN ON – refer to above screenshot to see how it works.

Lets see how to hide the system views:

lets say a user logged in to Dynamics 365 Sales App and click contacts record

Then click on the My Active Contacts chevron and you will see all system and custom views and then click on the Manage and share views

You will see new window called ” manage and share views: Contacts and Click on ” Filter Views” refer to above screen shot.

From the above screen shot make changes to View type = System, Hidden = Yes, then close the window, so all system views can be hidden from view.

On the previous window the hide button will appear and you can select the individual system view you want to hide, by selecting the hide button and apply

Finally you can check the view is whether it is hidden or not.

Go to ” My Active Contacts” view and check the “Selected Contacts Campaigns” view is hidden.

Thats it settings works.

I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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How to set the time zone you are in Microsoft Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to share quick tip of how to see same date on Model Driven App as your colleagues.

Suppose your employeer have international footprints so as the employees too work from different countires, so one employee might be working from UK and another is from USA.

One of the customer service team member from USA complained about the date difference when compared to United Kingdom customer service.

So the personal Settings may vary for the employees working time zones. But the USA Employee want to see as UK Employee.

In that case just need to adjust the USA Employee – Personal Options from the Dynamics 365 CE App.

Login into Model Driven App.

Then Set Personal Options will be displayed, set the time zone to UK

That’s it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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