Enhanced Personal Settings – 2021 Release Wave 1 in Dynamics 365 Sales


With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub.

Before 2021 Release Wave 1 à

With 2021 Release Wave 1 à We can see a new area Personal Settings added in Sales Hub

The new personal setting area allows users to

  • Manage Insight cards
  • Manage Email Templates
  • Manage Email Signatures

Before 2021 Release Wave 1, the Manage insight cards settings were available inside the Sales Insight settings area

And Email templates and email signatures options were accessible within the Template section of the Admin Settings area. (In Customer Service Hub, these options are available within Customer Service Hub > Service > Templates section)

Both email signature and email template use the new editor

More on modern email template experience –

https://nishantrana.me/2020/08/20/modern-email-template-experience-in-dynamics-365-2020-release-wave-2/

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

Advertisements

What is your IP?


How to – Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms


by Debajit Dutta (MVP – Business Solutions) https://debajmecrm.com/

Advertisements

How to – Use AzCopy to sync the local data with Azure Storage


Using the sync command of azcopy, we can keep the local data synchronized with Azure Blob.

https://docs.microsoft.com/en-us/azure/storage/common/storage-ref-azcopy-sync

Suppose below is our storage account named – samplestorageaccountcrm

having the container named – mycrmfilescontainer inside it as shown below.

Below is how the URL for the container will look like

https://samplestorageaccountcrm.blob.core.windows.net/mycrmfilescontainer

i.e. format –

https://[storagename].blob.core.windows.net/[containername]

Let us generate the SAS token for the Storage account with the appropriate permissions..

Navigate to Shared access signature navigation link, specify the permissions and click on Generate SAS and connection string

Copy the generated SAS token and append it to the URL.

https://samplestorageaccountcrm.blob.core.windows.net/mycrmfilescontainer?sv=2020-02-10&ss=bfqt&srt=sco&sp=rwdlacupx&se=2021-03-09T02:50:19Z&st=2021-03-08T18:50:19Z&spr=https&sig=OKydecj8kMBzi%2Ff4dwutlHbIvYimQv9FGPQmKwott5w%3D

Now we are ready to run the AzCopy command to sync the contents of the below folder with the container.

On executing the command within PowerShell, it will scan the files at the source first, followed by the files in the destination, and will copy the files from the source that are not present in the destination.

Sample Run:-

We can see both the files uploaded in the container.

Now if we try to run the same command as the batch .bat file.

https://www.windowscentral.com/how-create-and-run-batch-file-windows-10

We might encounter the below error – “Server failed to authorize the request. Make sure the value of the Authorization header is formed correctly including the signature

This is because of the special characters within the SAS token – the signature part, that needs to be escaped.

https://bornsql.ca/blog/using-azcopy-with-batch-files-and-task-scheduler/

https://www.robvanderwoude.com/escapechars.php

Here the special character within the sig is replaced with appropriate escape sequences.

E.g. “%” with “%%”

Now updating the .bat file with the updated command allows us to run it successfully.

@ECHO OFF

“D:\azcopy_windows_amd64_10.9.0\azcopy.exe” sync “C:\Intel” “https://samplestorageaccountcrm.blob.core.windows.net/mycrmfilescontainer?sv=2020-02-10&ss=bfqt&srt=sco&sp=rwdlacupx&se=2021-03-09T02:50:19Z&st=2021-03-08T18:50:19Z&spr=https&sig=OKydecj8kMBzi%%2Ff4dwutlHbIvYimQv9FGPQmKwott5w%%3D”

PAUSE

Next, we can run the batch file within the task scheduler.

https://stackoverflow.com/questions/4437701/run-a-batch-file-with-windows-task-scheduler

Hope it helps..

Advertisements

New experience – Power Apps Mobile App- Preview


To enable the new experience for the app, navigate to the side menu and toggle on the New design (preview) option.

Old Experience New Experience
Home
The home page now shows Favorites and Recent Apps along with a Navigation bar to easily access apps.
Sorting / Search
Apps can be sorted based on Name and Modified date along with improved search experience.
Pin, Details, etc.

Swipe gestures are now supported, which allows quickly add a shortcut to the app and mark an app as a favorite.
Get from Play Storehttps://play.google.com/store/apps/details?id=com.microsoft.msapps
Get from App Storehttps://apps.apple.com/us/app/power-apps/id1047318566

Get all the details here –

Power Apps Mobile App

Check other posts on Power Apps Mobile App

Push Notification – https://nishantrana.me/2021/02/17/in-app-or-push-notification-model-driven-app-2021-release-wave-1-power-apps-dynamics-365/

Sub-grid and Form tabs improvements – https://nishantrana.me/2020/09/28/sub-grid-and-form-tabs-improvements-in-power-apps-mobile-app/

Hope it helps..

Advertisements

Disable Security Defaults while login into Power Platform / Dynamics 365


Security Defaults provides preconfigured security settings such as MFA – Multi-factor authentication for all users, blocking legacy authentication protocols, etc.

Any tenant created on or after 22nd October 2019, will have this setting enabled for default.

    

An organization with complex security requirements could disable the security defaults and consider using Conditional Access instead.

Use Azure AD Conditional Access to block user access by device platform (Dynamics 365)

Use Azure AD Conditional Access to block access by country (Dynamics 365)

To disable Security default, login to Azure Portal

https://portal.azure.com

Navigate to Azure Active Directory > Properties

https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Properties


Toggle it to No and Save.


Hope it helps..

Advertisements