Nishant Rana

Using Copilot to Create and Explain Formulas – Power Apps

Using the new features – Create a formula (preview) and Explain this formula we can now easily write, edit, and understand formulas in Power Apps.

To enable it, navigate to switch on – Settings >> Updates >> Preview >> Copilot for formulas

Here in the sample app below, we are trying to set the Items property of the Gallery using Create a formula. Here our gallery control is bound to Cases as the data source.

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We can describe what formula we need in plain language.

We can see it generating the formula for us. We have the option to Apply, Discard, and Copy it.

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Here we have applied the generated formula.

Another example is where we are setting the Text property.

Here instead of the customer name it considered the Customer Contacted field. So basically we need to review the formula generated.

We can also generate formula from code comments as show below. Simply type the comment and wait for formula to be generated or otherwise press Enter.

The result

Next using Explain this formula we can use the copilot’s ability to explain the formula in plain language.

The result

We can also select specific parts of the formula for explanation.

Below we have selected the Filter keyword and Explain this selection option.

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The result

Similarly, on selecting SortOrder

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The result

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Get all the details here

Hope it helps..

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Field suggestions by Copilot –Power Apps (Dataverse)

Field Suggestions by Copilot for Canvas Apps apply to Gallery, Form Table controls both classic and modern for Dataverse, SharePoint, or SQL Server data source. It analyzes the schema of the table selected and recommends up to 10 fields that also include a maximum of 10 required fields of that table.

Let us see it in action.

Below we have the following fields defined as required fields in the lead table.

Now inside CanvasApp when we insert and bind the Modern Form / Table or the classic Edit Form / Display Form, Data Table to the lead table it automatically suggests the fields for binding.

Here we have selected Lead as the Data Source for the Edit form or Form (modern) control.

Here we can see it suggesting all the required fields of the lead along with other key fields of lead like City, Country, Email, First Name, etc.

In the case of Table, we can see it suggesting the following 10 fields.

In the case of a custom table with very few fields in it, it suggested the below fields for Form and Table control.

Get all the details here.

Hope it helps..

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Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365

To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview)

With the smart paste feature, we can copy the text to the clipboard that has the details we want to fill in for our form and click the smart paste button or use our normal CTRL + V. Copilot will analyze the pasted text and will provide suggestions for the different fields on the form.

Suppose we have copied the below text from an email received–

Below we have selected the Smart paste button.

We can see the notification that the Smart Paste is analyzing the clipboard data.

And can see it populating the suggestions for most of the fields from the text we had copied.

We can click on Accept all suggestions or select it for the individual fields.

On Accept all suggestions we can see the values auto-filled from the copied text in clipboard –

Get more details

Hope it helps..

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Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365

The new Allocate Capacity feature allows administrators to manage and optimize storage allocation across different environments. It allows administrators to strategically distribute available storage among the Dataverse environments based on each environment’s unique needs ensuring each has the right amount of storage to maintain performance and avoid service interruptions.

Navigate to Resources >> Capacity >> Dataverse inside the Power Platform Admin Center and select an environment to make the Allocate capacity option visible.

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It shows the available storage, and current usage of the environment selected.

We can allocate Database, Log, and File-specific storage and also configure alerts.

If an environment exceeds, it shows up as “Overage” as shown below

Using this new feature, admins can Allocate Capacity effectively by monitoring the storage usage across environments, setting alerts when the environment nears its capacity limit, and allocating the capacity strategically e.g. production environment will get higher allocation compared to the development environment. Admins can also purchase additional storage and allocate it as required to ensure each environment runs smoothly.

Get more details

Hope it helps..

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Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)

Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM).

Open the Form table for customization, here we need to add the field to below 2 forms.

Starting with the Form Settings form, drag the field to the form.

If we check the form now, it will ask us to add it to the main form.

Open the Information (Main) form, double click the field to add it. As the field will not render in the form designer, select the field from the Tree View, and Hide it.

Or we can also open the form in the classic designer, there we will be able to see the field.

On saving and publishing the change, we can see our Lead Type field appearing on the Form Designer.

Please refer for more information –

Customize the Email and Marketing Form in Customer Insights

Customize the form editor

Hope it helps..

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Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)

Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow.

As we can see the lookup shows the Recent records there.

Now say we have applied filtering to the lookup using addPreSearch so we need to disable the recent records options in it.

To do so for the fields in BPF –

Open the corresponding table of the BPF (will have the same name as BPF)

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Open the form, select the Customer (lookup) field from the Tree View, and check the Disable most recently used items (save and publish the change)