Nishant Rana

Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365

Within Power Platform Admin Center – (https://admin.powerplatform.microsoft.com/) through Environments >> [Name] >> Settings >> Behavior >> Lookup Behavior settings we can control the minimum number of characters entered before triggering the search in the and delay before the search is triggered for the lookups.

Minimum number of characters to trigger typeahead search – Default (2)
Delay between character inputs that will trigger a search – Default (250ms)

Here we have updated the value to 5 and 5000 respectively for our testing.

The result –

After 5 characters are entered, it waits for 5 seconds before searching (loading..)

Also check –

https://nishantrana.me/2021/06/22/advanced-lookup-in-model-driven-power-apps-dynamics-365/

https://docs.microsoft.com/en-us/power-platform/admin/settings-behavior

Hope it helps ..

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Step by step – Configure Dynamics 365 Marketing in a Dataverse Environment

To configure Dynamics 365 Marketing in an existing Dataverse Environment –

Click on Dynamics 365 apps inside Resources

If Dynamics 365 Marketing is not listed there, log in to Microsoft Admin Center and start the trial.

We can see the product listed within Admin Center.

Back in Power Platform Admin Center we can see the Marketing application listed in the resources.

We can either install the Dynamics 365 Marketing Application with complete features or the Dynamics 365 Marketing Solution only, which only installs the solution.

Note – you don’t need a Global Admin role, the System Administrator role is enough to finish the setup.

It asks for the address to continue. In the case of multiple organizations, it would give the option of selecting the organization against which we want to configure the marketing app.

The installation starts, usually it takes somewhere around 2 hours or so.

After installation finishes, we can navigate to the app or uninstall the marketing app from the org.

Take me to the app, opens the app.

We can all see the Marketing app listed in the Apps section.

Similarly to Uninstall Dynamics 365 Marketing Application, we use the same option – navigate to Resources >> Dynamics 365 Apps – select Manage for the app.

It takes to the Marketing Admin Page, from where we can Uninstall the App

Read the details before continuing with the uninstall.

Apart from configuring Dynamics 365 Marketing over an existing organization, we can also set up a separate trial of the Marketing app.

https://dynamics.microsoft.com/en-gb/marketing/overview/#

Specify the work email id and launch the trial.

We can see the trial environment listed separately within Power Platform Admin Center

Hope it helps..

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Comments in Power Platform [Preview] | Power Automate example

D365 Demystified

Here’s a new feature across Power Platform stack i.e. Power Apps / Power Virtual Agents and Power Automate

Comments

Let’s consider an example of a Flow / Power Automate for the Comments

In a Cloud Flow, now you’ll see a Comments (preview) show up.
When you click on it, Comments pane will open up letting you add Comments to the Flow.
And just like in Word, you’ll be able to enter comments for the Flow. These comments are added pertaining to the selected Flow Step or the first Flow Step by default.
Click on the send button to add the comment.
Now, once a comment is added, a counter/badge of count of comments will appear on the Step the comment is tied to.
As you proceed, multiple users can add their comments to different steps. (Ideally, since I added 2 comments to the second step, both should be highlighted. This…

View original post 307 more words

Assign approvals to any user in the Tenant – Power Automate

We recently implemented Approvals, and we required that any user in the tenant should be able to provide approval.

For one of the users, we got the below error while testing the flow.

UserNotMemberOfCdsSecurityGroup

This was because we were using the Security Group to control access to Dataverse Environment.

So adding the user to the Security Group fixed the issue for us.

The user had the required CRM /Dataverse license.

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Fixed – You do not have a license to use Microsoft Dynamics 365

Recently we started getting the below error suddenly in one of our environments for all the users.

“You need a Microsoft Dynamics 365 license to continue. You do not have a license to use Microsoft Dynamics 365. Contact your Office 365 administrator to assign a Microsoft Dynamics 365 license to you.”

The users had the required CRM licenses and this error was only coming for the case entity.

Eventually, we realized that a Plugin / Workflow was running under the context (owner for Workflow) of a user who had recently left the organization and had his account disabled inside CRM.

Updating the context and owner of the workflow to run under the Service Account (with appropriate roles) fixed the issue.

Hope it helps..

Few key points – Auto Number field in Dataverse (Dynamics 365 CE / CRM)

Can we convert the existing text field to the Auto Number field?

Yes, e.g. we can update the Last Name attribute of the lead’s data type to be of Auto number from Text.

Can we convert the auto number field back to the normal text field?

Yes

Can the auto number field have duplicate values?

Yes, the platform allows having more than one record to have the same value. It doesn’t throw an error.

Multiple lead records have null values for the auto number field as shown below.

What if the Seed value increases than the digits specified?

The platform will assign the next value and will not throw an exception.

Can we change the format of the existing auto number field?

Yes

It will affect any new records created.

What other things we can do with the auto number fields?

We can make the field read–only in the form so that users do enter the values manually, we make the field required and for uniqueness, we can enable alternate keys on it.