Identify entities with same names in Dataverse Power Automate connector | [Quick Tip]


D365 Demystified

Often times, while using Power Automate with Dataverse, you may have come across scenarios where it was difficult to identify the entities with same names.

Scenario

When trying to pick entities with same names, like Attachments, so we don’t need to guess when you can confirm.

Peek Code

So, you can use Peek Code to take a look at the entity name i.e. the backend name of the entity which you have picked –

  1. Click on the 3 dots on the action, and select Peek Code.
  2. And as you can see, you can identify which entity is selected with the same name. You’ll need to know the correct backend name which you intend to select.
    activitymimeattachments

    attachments

I also suggest this is useful when picking other options elsewhere. Do let me know in the comments below as to where all you applied this. 😊

Hope this…

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How to – Change the display name of user in Microsoft 365


Recently we had to update the display name of one of the users.

Below are the steps to achieve the same –

Login to Microsoft 365 admin center with System Administrator account.

Navigate to Active Users

Select the user, click on ellipsis () and select Manage Contact Information

Edit the details and click on Save changes.

After successful update.

We can see the display name changed for the user and the same reflected at other places immediately.

Hope it helps..

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How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.


Let us have a quick look at the powerful Power Apps Ideas feature with a few examples.

Power Apps Ideas feature works for –

  • Items property – Gallery and Data table control.
  • Data Sources – Microsoft Dataverse, Microsoft Lists, Excel, SharePoint.
  • Data Types – Text, Whole Number, Decimal Number, Date and Time, Choice, Boolean.
  • It is only available in environments in the US region with en-us as the browser’s default language.
  • Check the list of supported Functions

The feature can be controlled from the Settings within the App.

Let us check some of the examples of natural language transformation to Power Fx Formulas.

We have a sample canvas app with the gallery control bound to Contacts (Dataverse).

Select the Gallery control, and navigate to the Ideas tab.

Let us first sort the contacts by Last Name. As we type we get the IntelliSense support.

We have our condition ready to sort by Last Name now let us click on Get ideas.

We can see the formula generated for the same. We can click on Appy to apply the formula.

As a result of applying the formula, we have the contacts sorted by Last Name.

Let us try a filter – filter contacts where the first name starts with N.

On applying the formula, the result –

Another example of a filter based on Created On.

Filter based on text –

Filter with multiple And conditions –

At times we would have to tweak the generated formula to get the desired result if it is interpreted differently.

We saw the transformation of the natural language, now let us check the transformation of the examples to Power FX Formulas, for this let us select the fields inside the gallery.

As an example, if we only want the initials of the first and last name instead of the full name, we can change the name to the initials and click on Get Ideas.

Let us change it to C M, followed by selecting Get ideas and Apply.


Next, let us change the date format to include the seconds part and the name of the month.

From –

Here we added the name of the month and the seconds in the example and clicked on the Get ideas, which generated the formula, followed by Apply.

We can see the result as expected.

Thus Power App Ideas make it easy for users to quickly apply the correct formulas using natural language and examples.

Get all the details here – Power App Ideas

Hope it helps..

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How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)


Recently we implemented Unified Routing for one of our projects, and as part of testing we were supposed to add multiple users to different queues (advanced queues in case of unified routing).

So we were looking for a way to do this either through any existing tool or programmatically.

Well, using the Manage NN relationships XrmToolBox plugin we can add users to the queue.  (Thanks to Prashant for suggesting this)

Just as an example, we want to add the below users

to the following Queue named Test, which currently has only one user added to it.

Below is the sample CSV file we have created having the name of the Queue and the email id of the users to be added.

Now let us open the Manage NN relationships tool and specify the appropriate values there.

Here we have specified the First Entity as Queue and the Second Entity as System User.

For Queue we have selected Name and for System User, we have specified Primary Email as the attribute to be considered while importing the data.

Click on Browse and load the file, followed by a click on the Import button to start the process.

As we have received the Success result, let us refresh our Queue to see if the users were added to the Queue or not.

As expected we can see the users added to the Test Queue.

We can also add users programmatically by using the AddPrincipalToQueue Request class.

We need to populate the Principal and QueueId property as shown below.

More on AddPrincipalToQueueRequest.

Hope it helps..

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How to – Show only relevant activities in the New Activity drop-down – Dynamics 365


Let us understand this new feature released as part of 2022 Release Wave 1 with a simple example.

Here we have opened the New Activity drop-down list for an existing lead record within Dynamics 365 Sales Hub.

We can see around 15 activities listed there.

Now let us enable the feature. Navigate to

Environments > [Your Environment] > Settings > Features

Scroll down to the bottom, toggle the switch on and save the changes.


As expected now we see only 4 activities listed, that were added in the Sales Hub App appearing there.

Now let’s edit the Sales Hub app and add a new activity table e.g. letter there

Save and Publish the changes

As expected we can see Letter in the New Activity drop-down list.

Now let us open an existing contact record and check.

As expected it is the same for the contact record with the Sales Hub.

Just to confirm let us open the contact record from Dynamics 365 Customer Service Hub.

As expected it shows a different list. It doesn’t show the Letter activity as the letter was added to Sales Hub and shows Service Activity in the drop-down.

Get the details here

Hope it helps..

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10 highlights of 2022 Release Wave 2


Must read !

Carina M. Claesson

How time flies! 2022 Release Wave 2 plans are already here. The Release Plans describe new functionality planned to be rolled out from October 2022 to March 2023. In this post I have picked 10 features that I want to highlight from the Power Platform release plan. Remember that the plans are living documentation, features can be added or removed and dates might change. It’s time to prepare for the wave and let the plans give you 💡 for future solutions!


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